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Schwab US Aggregate Bond ETF

665 hedge funds and large institutions have $4.2B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 287 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
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
BA
226
Ballast Advisors
Minnesota
$2.27M
BSB
227
Bangor Savings Bank
Maine
$2.25M
CIC
228
Carnegie Investment Counsel
Ohio
$2.24M
BCI
229
Brinker Capital Investments
Pennsylvania
$2.23M
SIA
230
Serenity Investment Advisors
Illinois
$2.23M
VFPW
231
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.15M
RFN
232
RDA Financial Network
Iowa
$2.12M
DWM
233
Diversify Wealth Management
Utah
$2.11M
VCP
234
Verus Capital Partners
Arizona
$2.1M
AWE
235
Avidian Wealth Enterprises
Texas
$2.06M
BIG
236
Bush Investment Group
Georgia
$2.03M
SWA
237
Sightline Wealth Advisors
Connecticut
$2.03M
BL
238
BCWM LLC
Kansas
$2.03M
Natixis Advisors
239
Natixis Advisors
Massachusetts
$2.02M
SIM
240
Sterling Investment Management
Arizona
$2.01M
RPGK
241
Retirement Planning Group (Kansas)
Kansas
$1.99M
FWP
242
Firethorn Wealth Partners
Georgia
$1.99M
AA
243
Ancora Advisors
Ohio
$1.99M
DCM
244
Dorato Capital Management
Colorado
$1.97M
AWA
245
Alaska Wealth Advisors
Alaska
$1.96M
WANY
246
Wealthspire Advisors (New York)
New York
$1.91M
MCA
247
Midwest Capital Advisors
Michigan
$1.88M
BWM
248
Blossom Wealth Management
California
$1.88M
KF
249
K2 Financial
California
$1.83M
AWC
250
Adamsbrown Wealth Consultants
Kansas
$1.8M