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