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