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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
CFG
151
Cassilly Financial Group
Maryland
$4.07M
BBWP
152
Beacon Bridge Wealth Partners
Pennsylvania
$4.07M
PWM
153
Perigon Wealth Management
California
$4.06M
CA
154
Chatterton & Associates
California
$4M
SAG
155
SageView Advisory Group
California
$3.99M
EWM
156
Empirical Wealth Management
Washington
$3.8M
BMWS
157
Brady Martz Wealth Solutions
North Dakota
$3.72M
SPAS
158
Spectrum Planning & Advisory Services
California
$3.68M
CFA
159
Cahill Financial Advisors
Minnesota
$3.67M
KF
160
Krilogy Financial
Missouri
$3.62M
CFMC
161
Curbstone Financial Management Corp
New Hampshire
$3.61M
LTL
162
Lowery Thomas LLC
California
$3.57M
NI
163
NYL Investors
New York
$3.55M
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$3.55M
FIA
165
Foundations Investment Advisors
Arizona
$3.5M
GRP
166
Global Retirement Partners
California
$3.44M
CHA
167
Cooper/Haims Advisors
New York
$3.44M
BIM
168
Breakwater Investment Management
Washington
$3.42M
PIMG
169
Patriot Investment Management Group
Tennessee
$3.33M
RFG
170
Range Financial Group
Oregon
$3.3M
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$3.26M
SMG
172
Smart Money Group
Texas
$3.26M
GFWA
173
Grey Fox Wealth Advisors
Delaware
$3.25M
KWS
174
Keystone Wealth Services
California
$3.24M
HCWM
175
Hidden Cove Wealth Management
Washington
$3.22M