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Schwab US Aggregate Bond ETF

657 hedge funds and large institutions have $4.16B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 285 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$90.1M
2 +$23.5M
3 +$13.3M
4
Goldman Sachs
Goldman Sachs
New York
+$12.3M
5
Creative Planning
Creative Planning
Kansas
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
226
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.15M
RFN
227
RDA Financial Network
Iowa
$2.12M
DWM
228
Diversify Wealth Management
Utah
$2.11M
VCP
229
Verus Capital Partners
Arizona
$2.1M
AWE
230
Avidian Wealth Enterprises
Texas
$2.06M
BIG
231
Bush Investment Group
Georgia
$2.03M
SWA
232
Sightline Wealth Advisors
Connecticut
$2.03M
BL
233
BCWM LLC
Kansas
$2.03M
Natixis Advisors
234
Natixis Advisors
Massachusetts
$2.02M
SIM
235
Sterling Investment Management
Arizona
$2.01M
RPGK
236
Retirement Planning Group (Kansas)
Kansas
$1.99M
FWP
237
Firethorn Wealth Partners
Georgia
$1.99M
AA
238
Ancora Advisors
Ohio
$1.99M
DCM
239
Dorato Capital Management
Colorado
$1.97M
AWA
240
Alaska Wealth Advisors
Alaska
$1.96M
WANY
241
Wealthspire Advisors (New York)
New York
$1.91M
MCA
242
Midwest Capital Advisors
Michigan
$1.88M
BWM
243
Blossom Wealth Management
California
$1.88M
KF
244
K2 Financial
California
$1.83M
AWC
245
Adamsbrown Wealth Consultants
Kansas
$1.8M
NB
246
NBT Bank
New York
$1.8M
PMG
247
ProVise Management Group
Florida
$1.8M
IA
248
IFG Advisory
Georgia
$1.76M
KAS
249
Kestra Advisory Services
Texas
$1.75M
WA
250
WBH Advisory
Maryland
$1.7M