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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
FCH
126
Freestone Capital Holdings
Washington
$5.13M
AO
127
Advisor OS
Illinois
$5.1M
TWP
128
Total Wealth Planning
Ohio
$5.06M
MSFS
129
Main Street Financial Solutions
Pennsylvania
$5.03M
MWM
130
Manske Wealth Management
Texas
$5.02M
SI
131
Stonekeep Investments
New Mexico
$4.97M
TWM
132
Tradition Wealth Management
Minnesota
$4.93M
GFP
133
Guardian Financial Partners
California
$4.84M
WAM
134
Wakefield Asset Management
Colorado
$4.83M
FFS
135
Fischer Financial Services
Pennsylvania
$4.68M
BCM
136
Brookstone Capital Management
Illinois
$4.65M
XPN
137
XY Planning Network
Montana
$4.64M
PFM
138
Phillips Financial Management
Indiana
$4.6M
HA
139
HC Advisors
Georgia
$4.57M
BWA
140
Bestgate Wealth Advisors
Maryland
$4.54M
BL
141
BFSG LLC
California
$4.47M
WP
142
WealthPLAN Partners
Nebraska
$4.37M
FA
143
Fiducient Advisors
Illinois
$4.26M
VI
144
VanderPol Investments
Michigan
$4.25M
TA
145
TPG Advisors
Illinois
$4.25M
LWA
146
Lifelong Wealth Advisors
Minnesota
$4.19M
CRC
147
Curi RMB Capital
Illinois
$4.11M
FFA
148
Farther Finance Advisors
California
$4.11M
RIM
149
Redwood Investment Management
Arizona
$4.1M
VWA
150
VSM Wealth Advisory
Maryland
$4.1M