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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
BIG
301
Brookwood Investment Group
Arizona
$1.19M
MWM
302
Modera Wealth Management
New Jersey
$1.17M
LA
303
Latitude Advisors
Florida
$1.14M
AFP
304
Ausdal Financial Partners
Iowa
$1.13M
HWM
305
Hobbs Wealth Management
Indiana
$1.1M
MPIA
306
Milestones Private Investment Advisors
New York
$1.1M
Corient Private Wealth
307
Corient Private Wealth
Florida
$1.09M
IAS
308
Integrity Advisory Solutions
Texas
$1.08M
GWWM
309
Great Waters Wealth Management
Minnesota
$1.07M
BAM
310
Belpointe Asset Management
Nevada
$1.05M
FCA
311
Fortis Capital Advisors
Kansas
$1.05M
CCM
312
Crabel Capital Management
California
$1.05M
AWA
313
Arete Wealth Advisors
Illinois
$1.05M
PFA
314
Pinnacle Family Advisors
Missouri
$987K
SC
315
Shearwater Capital
Colorado
$977K
MCCP
316
Mission Creek Capital Partners
California
$967K
SIAG
317
Signet Investment Advisory Group
Rhode Island
$961K
Koshinski Asset Management
318
Koshinski Asset Management
Illinois
$958K
PWM
319
Parkway Wealth Management
Texas
$949K
TPCW
320
TD Private Client Wealth
New York
$935K
GWA
321
Geometric Wealth Advisors
District of Columbia
$929K
Truist Financial
322
Truist Financial
North Carolina
$924K
EWA
323
EverSource Wealth Advisors
Alabama
$917K
Empower Advisory Group
324
Empower Advisory Group
Colorado
$917K
CCG
325
Catalina Capital Group
California
$913K