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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
SA
51
Sanctuary Advisors
Indiana
$19.6M
BDFN
52
Bond & Devick Financial Network
Minnesota
$19.2M
OWA
53
One Wealth Advisors
California
$18.6M
RWP
54
Revolve Wealth Partners
New Jersey
$18.5M
MGIA
55
Moneta Group Investment Advisors
Missouri
$18.3M
RWM
56
Revisor Wealth Management
Ohio
$17.3M
Raymond James Financial
57
Raymond James Financial
Florida
$16.2M
MA
58
Mutual Advisors
Nebraska
$16.1M
UBS Group
59
UBS Group
Switzerland
$15.8M
JJBC
60
James J. Burns & Company
New York
$15.7M
PPF
61
Pacific Park Financial
California
$15M
CIAS
62
CFS Investment Advisory Services
New Jersey
$14.8M
AG
63
Ascent Group
Virginia
$14.7M
CMA
64
Cedar Mountain Advisors
Oregon
$14.7M
Cerity Partners
65
Cerity Partners
New York
$14.5M
CM
66
Columbus Macro
Pennsylvania
$14M
AFP
67
Arnold Financial Planning
Iowa
$13.2M
UCFA
68
United Capital Financial Advisors
Texas
$13.2M
CWS
69
Cypress Wealth Services
California
$12.8M
CKAIS
70
Christensen King & Associates Investment Services
Washington
$12.4M
EWA
71
EP Wealth Advisors
California
$12.2M
M
72
MYeCFO
California
$12M
CWA
73
Clearview Wealth Advisors
Oregon
$11.8M
KV
74
Kickstand Ventures
New York
$11.3M
SWM
75
SigFig Wealth Management
California
$11M