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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
AWM
251
Act Wealth Management
Texas
$1.66M
PAG
252
Powers Advisory Group
Illinois
$1.65M
LPAM
253
Lodestar Private Asset Management
California
$1.64M
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$1.64M
EFM
255
Eley Financial Management
Vermont
$1.63M
PEA
256
Park Edge Advisors
Ohio
$1.62M
CAG
257
Csenge Advisory Group
Florida
$1.62M
CTWM
258
Cherry Tree Wealth Management
Minnesota
$1.61M
SPI
259
Sutton Place Investors
New York
$1.59M
MWA
260
Merkkuri Wealth Advisors
New York
$1.55M
GCM
261
Gambit Capital Management
Tennessee
$1.54M
KJWM
262
Kiley Juergens Wealth Management
Washington
$1.52M
ISFAN
263
Investor's Fiduciary Advisor Network
Washington
$1.5M
SPL
264
Smart Portfolios LLC
Washington
$1.5M
SWM
265
Stockman Wealth Management
Montana
$1.47M
CPIG
266
Chicago Partners Investment Group
Illinois
$1.44M
HWA
267
HHM Wealth Advisors
Tennessee
$1.44M
FF
268
Farnam Financial
Arizona
$1.43M
MCA
269
MSH Capital Advisors
Arizona
$1.42M
BFA
270
Beacon Financial Advisory
Ohio
$1.4M
ASN
271
Advisory Services Network
Georgia
$1.4M
CFS
272
Coordinated Financial Services
Colorado
$1.39M
RWM
273
Rialto Wealth Management
New York
$1.39M
SFA
274
Seneca Financial Advisors
New York
$1.39M
SWM
275
Sculati Wealth Management
Michigan
$1.38M