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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
MPIA
301
Milestones Private Investment Advisors
New York
$1.1M
Corient Private Wealth
302
Corient Private Wealth
Florida
$1.09M
IAS
303
Integrity Advisory Solutions
Texas
$1.08M
GWWM
304
Great Waters Wealth Management
Minnesota
$1.07M
BAM
305
Belpointe Asset Management
Nevada
$1.05M
FCA
306
Fortis Capital Advisors
Kansas
$1.05M
CCM
307
Crabel Capital Management
California
$1.05M
AWA
308
Arete Wealth Advisors
Illinois
$1.05M
PFA
309
Pinnacle Family Advisors
Missouri
$987K
SC
310
Shearwater Capital
Colorado
$977K
MCCP
311
Mission Creek Capital Partners
California
$967K
SIAG
312
Signet Investment Advisory Group
Rhode Island
$961K
Koshinski Asset Management
313
Koshinski Asset Management
Illinois
$958K
PWM
314
Parkway Wealth Management
Texas
$949K
TPCW
315
TD Private Client Wealth
New York
$935K
GWA
316
Geometric Wealth Advisors
District of Columbia
$929K
Truist Financial
317
Truist Financial
North Carolina
$924K
EWA
318
EverSource Wealth Advisors
Alabama
$917K
Empower Advisory Group
319
Empower Advisory Group
Colorado
$917K
CCG
320
Catalina Capital Group
California
$913K
CA
321
Claro Advisors
Massachusetts
$909K
CIC
322
Cutler Investment Counsel
Oregon
$909K
RFP
323
RCS Financial Planning
Maryland
$898K
OFG
324
Orcam Financial Group
California
$887K
FI
325
FIDELIS iM
Oregon
$873K