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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
TCA
351
Transcend Capital Advisors
New Jersey
$745K
DLCIG
352
D.L. Carlson Investment Group
New Hampshire
$736K
MOS
353
MGO One Seven
Ohio
$736K
CA
354
CWC Advisors
Oregon
$731K
RFA
355
Resurgent Financial Advisors
Georgia
$728K
GCA
356
Gradient Capital Advisors
California
$705K
SPW
357
Sonoma Private Wealth
California
$705K
LWMT
358
Legacy Wealth Management (Tennessee)
Tennessee
$703K
SFS
359
Sowell Financial Services
Arkansas
$669K
IP
360
Ignite Planners
California
$667K
LEFP
361
Leading Edge Financial Planning
Tennessee
$666K
KWMLLC
362
KRM WEALTH MANAGEMENT L.L.C.
Nevada
$666K
GC
363
Garde Capital
Washington
$664K
AA
364
Advisory Alpha
Michigan
$650K
NWAG
365
Net Worth Advisory Group
Utah
$646K
SWA
366
Stratos Wealth Advisors
Ohio
$632K
ACM
367
Appalachian Capital Management
Ohio
$622K
AOWM
368
Alpha Omega Wealth Management
Virginia
$619K
VFIC
369
Valley Forge Investment Consultants
Pennsylvania
$603K
WFC
370
Western Financial Corp
California
$601K
RWM
371
RKL Wealth Management
Pennsylvania
$601K
LFA
372
Laraway Financial Advisors
Minnesota
$592K
SDWMA
373
Schneider Downs Wealth Management Advisors
Pennsylvania
$589K
FWP
374
FAS Wealth Partners
Kansas
$586K
TYCC
375
Texas Yale Capital Corp
Florida
$573K