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Schwab US Aggregate Bond ETF

664 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 101 funds opening new positions, 287 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
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
ASN
276
Advisory Services Network
Georgia
$1.4M
CFS
277
Coordinated Financial Services
Colorado
$1.39M
RWM
278
Rialto Wealth Management
New York
$1.39M
SFA
279
Seneca Financial Advisors
New York
$1.39M
SWM
280
Sculati Wealth Management
Michigan
$1.38M
AW
281
Avion Wealth
Texas
$1.38M
CMAI
282
Capital Management Associates Inc
Minnesota
$1.38M
HWM
283
HB Wealth Management
Georgia
$1.34M
HFO
284
Heritage Family Offices
Arizona
$1.34M
SFMG
285
Sage Financial Management Group
Virginia
$1.33M
SAM
286
Smartleaf Asset Management
Massachusetts
$1.33M
VWM
287
Vermillion Wealth Management
Minnesota
$1.32M
GLLW
288
Graves Light Lenhart Wealth
Virginia
$1.31M
CTC
289
Central Trust Company
Missouri
$1.31M
NL
290
NWAM LLC
Washington
$1.31M
PAG
291
Private Advisor Group
New Jersey
$1.3M
WCM
292
WealthTrak Capital Management
Virginia
$1.3M
OFS
293
OMC Financial Services
New York
$1.29M
TCM
294
Twele Capital Management
Minnesota
$1.28M
EAM
295
Empirical Asset Management
Massachusetts
$1.28M
SVWG
296
Shared Vision Wealth Group
United States
$1.27M
SWM
297
SeaCrest Wealth Management
New York
$1.26M
DF
298
Downshift Financial
Colorado
$1.23M
WAL
299
W Advisors LLC
Tennessee
$1.23M
GWM
300
GK Wealth Management
Nevada
$1.22M