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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
TNA
326
True North Advisors
Texas
$873K
NA
327
Novus Advisors
South Carolina
$867K
O3W
328
Omni 360 Wealth
New Jersey
$867K
HIF
329
Hill Island Financial
Michigan
$861K
IRP
330
Investment Research Partners
Pennsylvania
$855K
VWA
331
VERITY Wealth Advisors
United States
$839K
SAW
332
Signal Advisors Wealth
Michigan
$838K
CCFM
333
Clear Creek Financial Management
Washington
$835K
PCIA
334
Prime Capital Investment Advisors
Kansas
$833K
DWA
335
Davis Wealth Advisors
New Hampshire
$832K
RC
336
Roundview Capital
New Jersey
$827K
Lido Advisors
337
Lido Advisors
California
$815K
NRI
338
NFP Retirement Inc
California
$805K
USCWA
339
U.S. Capital Wealth Advisors
Texas
$805K
JWS
340
Juncture Wealth Strategies
Arizona
$787K
MWM
341
Maripau Wealth Management
Indiana
$782K
MHS
342
M Holdings Securities
Oregon
$775K
PAW
343
Plan A Wealth
Nebraska
$774K
RG
344
RHL Group
Michigan
$772K
SHJ
345
Sharkey, Howes & Javer
Colorado
$767K
JWA
346
JFS Wealth Advisors
Pennsylvania
$766K
MWM
347
Mission Wealth Management
California
$765K
US Bancorp
348
US Bancorp
Minnesota
$757K
WFA
349
WJ Financial Advisors
Connecticut
$751K
KWA
350
Kingswood Wealth Advisors
California
$746K