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Schwab US Aggregate Bond ETF

653 hedge funds and large institutions have $4.15B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 285 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
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
RFN
226
RDA Financial Network
Iowa
$2.12M
DWM
227
Diversify Wealth Management
Utah
$2.11M
VCP
228
Verus Capital Partners
Arizona
$2.1M
AWE
229
Avidian Wealth Enterprises
Texas
$2.06M
BIG
230
Bush Investment Group
Georgia
$2.03M
SWA
231
Sightline Wealth Advisors
Connecticut
$2.03M
BL
232
BCWM LLC
Kansas
$2.03M
Natixis Advisors
233
Natixis Advisors
Massachusetts
$2.02M
SIM
234
Sterling Investment Management
Arizona
$2.01M
RPGK
235
Retirement Planning Group (Kansas)
Kansas
$1.99M
FWP
236
Firethorn Wealth Partners
Georgia
$1.99M
AA
237
Ancora Advisors
Ohio
$1.99M
DCM
238
Dorato Capital Management
Colorado
$1.97M
AWA
239
Alaska Wealth Advisors
Alaska
$1.96M
WANY
240
Wealthspire Advisors (New York)
New York
$1.91M
MCA
241
Midwest Capital Advisors
Michigan
$1.88M
BWM
242
Blossom Wealth Management
California
$1.88M
KF
243
K2 Financial
California
$1.83M
AWC
244
Adamsbrown Wealth Consultants
Kansas
$1.8M
NB
245
NBT Bank
New York
$1.8M
PMG
246
ProVise Management Group
Florida
$1.8M
IA
247
IFG Advisory
Georgia
$1.76M
KAS
248
Kestra Advisory Services
Texas
$1.75M
WA
249
WBH Advisory
Maryland
$1.7M
AWM
250
Act Wealth Management
Texas
$1.66M