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Schwab US Aggregate Bond ETF

648 hedge funds and large institutions have $4.28B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 207 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
626
Brown Brothers Harriman & Co
New York
$5.12K
NEAM
627
New England Asset Management
Connecticut
$4.67K
HCM
628
Horrell Capital Management
Arkansas
$4.07K
BC
629
Barrett & Company
Rhode Island
$3.23K
WWMSC
630
Wagner Wealth Management (South Carolina)
South Carolina
$3.08K
B
631
Birchbrook
Maine
$3.03K
WAG
632
Wilkerson Advisory Group
Missouri
$2.88K
KFP
633
Kerr Financial Planning
California
$2.62K
BAM
634
Bellevue Asset Management
Washington
$2.48K
PWA
635
Physician Wealth Advisors
Utah
$2.2K
TRCT
636
Tower Research Capital (TRC)
New York
$1.94K
TCM
637
Tradewinds Capital Management
Washington
$1.79K
WCM
638
Weaver Capital Management
Georgia
$1.78K
MEG
639
Millstone Evans Group
Colorado
$1.68K
CSC
640
Caldwell Sutter Capital
California
$1.53K
BFPW
641
BOK Financial Private Wealth
Colorado
$1.4K
HPC
642
HM Payson & Co
Maine
$1.22K
AA
643
Addison Advisors
Vermont
$1.17K
TF
644
Tompkins Financial
New York
$1.12K
IIM
645
IFC & Insurance Marketing
California
$1K
IF
646
Integrity Financial
Wyoming
$467
CFG
647
Clayton Financial Group
Missouri
$169
MAFA
648
MJT & Associates Financial Advisory
Minnesota
$94
KFGG
649
Keystone Financial Group (Georgia)
Georgia
$24
WA
650
Waterford Advisors
New York