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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
RWM
376
RKL Wealth Management
Pennsylvania
$601K
LFA
377
Laraway Financial Advisors
Minnesota
$592K
SDWMA
378
Schneider Downs Wealth Management Advisors
Pennsylvania
$589K
FWP
379
FAS Wealth Partners
Kansas
$586K
TYCC
380
Texas Yale Capital Corp
Florida
$573K
SA
381
Sovran Advisors
California
$572K
SFA
382
Sequoia Financial Advisors
Ohio
$571K
PA
383
PFG Advisors
Arizona
$562K
SF
384
Seek First
California
$562K
WB
385
WesBanco Bank
West Virginia
$560K
KPWS
386
Kestra Private Wealth Services
Texas
$557K
LAM
387
L2 Asset Management
Massachusetts
$554K
LGG
388
Luts & Greenleigh Group
Maryland
$547K
SAM
389
Sawgrass Asset Management
Florida
$547K
VA
390
VestGen Advisors
Illinois
$545K
LCM
391
Liberty Capital Management
Michigan
$541K
AWA
392
Asempa Wealth Advisors
Louisiana
$540K
VAF
393
Values Added Financial
District of Columbia
$539K
Northern Trust
394
Northern Trust
Illinois
$536K
PC
395
Payne Capital
Oregon
$531K
CAG
396
Carroll Advisory Group
Texas
$519K
E
397
Entelevest
Florida
$516K
BIA
398
Bigelow Investment Advisors
Maine
$508K
RWM
399
RBA Wealth Management
California
$500K
RRA
400
Red Reef Advisors
Florida
$499K