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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
NA
326
Novus Advisors
South Carolina
$867K
O3W
327
Omni 360 Wealth
New Jersey
$867K
HIF
328
Hill Island Financial
Michigan
$861K
IRP
329
Investment Research Partners
Pennsylvania
$855K
VWA
330
VERITY Wealth Advisors
United States
$839K
SAW
331
Signal Advisors Wealth
Michigan
$838K
CCFM
332
Clear Creek Financial Management
Washington
$835K
PCIA
333
Prime Capital Investment Advisors
Kansas
$833K
DWA
334
Davis Wealth Advisors
New Hampshire
$832K
RC
335
Roundview Capital
New Jersey
$827K
Lido Advisors
336
Lido Advisors
California
$815K
NRI
337
NFP Retirement Inc
California
$805K
USCWA
338
U.S. Capital Wealth Advisors
Texas
$805K
JWS
339
Juncture Wealth Strategies
Arizona
$787K
MWM
340
Maripau Wealth Management
Indiana
$782K
MHS
341
M Holdings Securities
Oregon
$775K
PAW
342
Plan A Wealth
Nebraska
$774K
RG
343
RHL Group
Michigan
$772K
SHJ
344
Sharkey, Howes & Javer
Colorado
$767K
JWA
345
JFS Wealth Advisors
Pennsylvania
$766K
MWM
346
Mission Wealth Management
California
$765K
US Bancorp
347
US Bancorp
Minnesota
$757K
WFA
348
WJ Financial Advisors
Connecticut
$751K
KWA
349
Kingswood Wealth Advisors
California
$746K
TCA
350
Transcend Capital Advisors
New Jersey
$745K