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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
GSF
76
Grove Street Fiduciary
New Hampshire
$10.9M
AA
77
Apriem Advisors
California
$10.8M
SC
78
Savant Capital
Illinois
$10.7M
IA
79
IFP Advisors
Florida
$10.6M
BFA
80
Ballast Financial Advisors
Pennsylvania
$10.6M
MFA
81
Mayflower Financial Advisors
Massachusetts
$10.3M
MWM
82
MorganRosel Wealth Management
Colorado
$9.9M
SFS
83
Summit Financial Strategies
Ohio
$9.69M
SEIA
84
Signature Estate & Investment Advisors
California
$9.46M
ACA
85
Affinity Capital Advisors
California
$9.39M
FFN
86
Focus Financial Network
Minnesota
$9.32M
TWP
87
Tempus Wealth Planning
California
$9.3M
AC
88
AlphaCore Capital
California
$9.25M
DF
89
Daviman Financial
Indiana
$9.11M
SFS
90
Security Financial Services
Indiana
$9.1M
BAS
91
Breakthru Advisory Services
Wisconsin
$9M
BPA
92
Beacon Pointe Advisors
California
$8.75M
ATPW
93
Ashton Thomas Private Wealth
Arizona
$8.64M
FRA
94
FFG Retirement Advisors
Colorado
$8.55M
AWM
95
AE Wealth Management
Kansas
$8.51M
HCM
96
Hengehold Capital Management
Ohio
$8.42M
PFM
97
Peak Financial Management
Massachusetts
$8.26M
C1AG
98
Client 1st Advisory Group
Florida
$7.99M
RWM
99
Reston Wealth Management
Virginia
$7.84M
LFG
100
Larson Financial Group
Missouri
$7.77M