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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
AW
276
Avion Wealth
Texas
$1.38M
CMAI
277
Capital Management Associates Inc
Minnesota
$1.38M
HWM
278
HB Wealth Management
Georgia
$1.34M
HFO
279
Heritage Family Offices
Arizona
$1.34M
SFMG
280
Sage Financial Management Group
Virginia
$1.33M
SAM
281
Smartleaf Asset Management
Massachusetts
$1.33M
VWM
282
Vermillion Wealth Management
Minnesota
$1.32M
GLLW
283
Graves Light Lenhart Wealth
Virginia
$1.31M
CTC
284
Central Trust Company
Missouri
$1.31M
NL
285
NWAM LLC
Washington
$1.31M
PAG
286
Private Advisor Group
New Jersey
$1.3M
WCM
287
WealthTrak Capital Management
Virginia
$1.3M
OFS
288
OMC Financial Services
New York
$1.29M
TCM
289
Twele Capital Management
Minnesota
$1.28M
EAM
290
Empirical Asset Management
Massachusetts
$1.28M
SVWG
291
Shared Vision Wealth Group
United States
$1.27M
SWM
292
SeaCrest Wealth Management
New York
$1.26M
DF
293
Downshift Financial
Colorado
$1.23M
WAL
294
W Advisors LLC
Tennessee
$1.23M
GWM
295
GK Wealth Management
Nevada
$1.22M
BIG
296
Brookwood Investment Group
Arizona
$1.19M
MWM
297
Modera Wealth Management
New Jersey
$1.17M
LA
298
Latitude Advisors
Florida
$1.14M
AFP
299
Ausdal Financial Partners
Iowa
$1.13M
HWM
300
Hobbs Wealth Management
Indiana
$1.1M