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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
AWM
101
Avior Wealth Management
Nebraska
$7.48M
FFWA
102
Forthright Family Wealth Advisory
Texas
$7.46M
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$7.44M
LIM
104
Leavell Investment Management
Alabama
$7.44M
CFD
105
Creative Financial Designs
Indiana
$7.36M
MCM
106
MAI Capital Management
Ohio
$7.35M
SFG
107
SNS Financial Group
Minnesota
$7.13M
MFG
108
Midwest Financial Group
Kansas
$7.07M
HPM
109
Hoxton Planning & Management
West Virginia
$6.71M
WP
110
WealthShield Partners
North Carolina
$6.66M
MFG
111
Merit Financial Group
Georgia
$6.63M
CAG
112
Curtis Advisory Group
California
$6.6M
PAS
113
Park Avenue Securities
New York
$6.56M
ISWM
114
Independent Solutions Wealth Management
New York
$6.56M
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$6.54M
MAM
116
Marotta Asset Management
Virginia
$6.42M
FF
117
Fairway Financial
Florida
$6.21M
FTS
118
Fifth Third Securities
Ohio
$5.95M
NFG
119
Northeast Financial Group
Pennsylvania
$5.91M
BWL
120
Bogart Wealth LLC
Virginia
$5.84M
CFGSD
121
Compass Financial Group (South Dakota)
South Dakota
$5.68M
CNWM
122
Clay Northam Wealth Management
California
$5.66M
IWC
123
Integrated Wealth Concepts
Massachusetts
$5.45M
WA
124
Waverly Advisors
Alabama
$5.43M
LIM
125
Lathrop Investment Management
Arkansas
$5.41M