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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
TA
201
Tactive Advisors
Florida
$2.63M
SW
202
Simplicity Wealth
New Jersey
$2.62M
OFS
203
OneAscent Financial Services
Alabama
$2.61M
LA
204
LVW Advisors
New York
$2.55M
CWP
205
Core Wealth Partners
California
$2.54M
ES
206
ETF Store
Kansas
$2.53M
OFG
207
Omega Financial Group
California
$2.52M
AR
208
Apeiron RIA
Texas
$2.51M
MW
209
Maia Wealth
Colorado
$2.45M
Boston Partners
210
Boston Partners
Massachusetts
$2.43M
MCA
211
Magnolia Capital Advisors
Mississippi
$2.42M
JFG
212
JMG Financial Group
Illinois
$2.42M
MCM
213
M1 Capital Management
Michigan
$2.4M
SB
214
Strategic Blueprint
Georgia
$2.37M
Envestnet Portfolio Solutions
215
Envestnet Portfolio Solutions
Illinois
$2.37M
GWP
216
Gen-Wealth Partners
Michigan
$2.35M
LW
217
Livet Wealth
Utah
$2.29M
OFS
218
Oldfather Financial Services
Nebraska
$2.27M
BA
219
Ballast Advisors
Minnesota
$2.27M
BSB
220
Bangor Savings Bank
Maine
$2.25M
CIC
221
Carnegie Investment Counsel
Ohio
$2.24M
BCI
222
Brinker Capital Investments
Pennsylvania
$2.23M
VFPW
223
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.15M
RFN
224
RDA Financial Network
Iowa
$2.12M
DWM
225
Diversify Wealth Management
Utah
$2.11M