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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
NB
251
NBT Bank
New York
$1.8M
PMG
252
ProVise Management Group
Florida
$1.8M
IA
253
IFG Advisory
Georgia
$1.76M
KAS
254
Kestra Advisory Services
Texas
$1.75M
WA
255
WBH Advisory
Maryland
$1.7M
AWM
256
Act Wealth Management
Texas
$1.66M
PAG
257
Powers Advisory Group
Illinois
$1.65M
LPAM
258
Lodestar Private Asset Management
California
$1.64M
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$1.64M
EFM
260
Eley Financial Management
Vermont
$1.63M
PEA
261
Park Edge Advisors
Ohio
$1.62M
CAG
262
Csenge Advisory Group
Florida
$1.62M
CTWM
263
Cherry Tree Wealth Management
Minnesota
$1.61M
SPI
264
Sutton Place Investors
New York
$1.59M
MWA
265
Merkkuri Wealth Advisors
New York
$1.55M
GCM
266
Gambit Capital Management
Tennessee
$1.54M
KJWM
267
Kiley Juergens Wealth Management
Washington
$1.52M
ISFAN
268
Investor's Fiduciary Advisor Network
Washington
$1.5M
SPL
269
Smart Portfolios LLC
Washington
$1.5M
SWM
270
Stockman Wealth Management
Montana
$1.47M
CPIG
271
Chicago Partners Investment Group
Illinois
$1.44M
HWA
272
HHM Wealth Advisors
Tennessee
$1.44M
FF
273
Farnam Financial
Arizona
$1.43M
MCA
274
MSH Capital Advisors
Arizona
$1.42M
BFA
275
Beacon Financial Advisory
Ohio
$1.4M