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Schwab US Aggregate Bond ETF

648 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, 285 increasing their positions, 207 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
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
FF
176
Friedenthal Financial
New Jersey
$3.21M
CWM
177
Chesapeake Wealth Management
Virginia
$3.21M
VIA
178
Victrix Investment Advisors
Florida
$3.19M
EWA
179
Emergent Wealth Advisors
New York
$3.18M
OC
180
Oarsman Capital
Wisconsin
$3.06M
HI
181
Harbour Investments
Wisconsin
$3.05M
NFTC
182
North Forty Two & Co
Oregon
$3.04M
RTL
183
Red Tortoise LLC
Georgia
$3.03M
ZF
184
Zhang Financial
Michigan
$2.98M
TCRG
185
Twin Cities Retirement Group
Minnesota
$2.98M
IA
186
Integrity Alliance
Iowa
$2.91M
SCFS
187
Stewardship Concepts Financial Services
Washington
$2.88M
Focus Partners Wealth
188
Focus Partners Wealth
Massachusetts
$2.87M
VA
189
Valmark Advisers
Ohio
$2.85M
CWM
190
Curtis Wealth Management
Nevada
$2.82M
5W
191
5T Wealth
California
$2.82M
AIA
192
Aventus Investment Advisors
Florida
$2.76M
CW
193
CreativeOne Wealth
Kansas
$2.76M
WF
194
WealthPoint Financial
North Carolina
$2.72M
CFO
195
CVA Family Office
Colorado
$2.72M
FD
196
Financial Designs
California
$2.69M
CMBA
197
C.M. Bidwell & Associates
Hawaii
$2.68M
AP
198
Advisors Preferred
Maryland
$2.68M
MML Investors Services
199
MML Investors Services
Massachusetts
$2.64M
BWM
200
BCS Wealth Management
Tennessee
$2.63M