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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
PA
376
PFG Advisors
Arizona
$562K
SF
377
Seek First
California
$562K
WB
378
WesBanco Bank
West Virginia
$560K
KPWS
379
Kestra Private Wealth Services
Texas
$557K
LAM
380
L2 Asset Management
Massachusetts
$554K
LGG
381
Luts & Greenleigh Group
Maryland
$547K
SAM
382
Sawgrass Asset Management
Florida
$547K
VA
383
VestGen Advisors
Illinois
$545K
LCM
384
Liberty Capital Management
Michigan
$541K
AWA
385
Asempa Wealth Advisors
Louisiana
$540K
VAF
386
Values Added Financial
District of Columbia
$539K
Northern Trust
387
Northern Trust
Illinois
$536K
PC
388
Payne Capital
Oregon
$531K
CAG
389
Carroll Advisory Group
Texas
$519K
E
390
Entelevest
Florida
$516K
BIA
391
Bigelow Investment Advisors
Maine
$508K
RWM
392
RBA Wealth Management
California
$500K
HP
393
Haven Private
Florida
$496K
VT
394
Vise Technologies
New York
$495K
IPA
395
Investment Planning Advisors
Georgia
$494K
BPWM
396
Badgley Phelps Wealth Managers
Washington
$490K
NHFG
397
New Harbor Financial Group
Massachusetts
$488K
RW
398
Ridgeline Wealth
Arizona
$488K
KLI
399
Kelman-Lazarov Inc
Tennessee
$487K
RM
400
RCW Management
Florida
$482K