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Schwab US Aggregate Bond ETF

647 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, 284 increasing their positions, 207 reducing their positions, and 49 closing their positions.

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