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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
RW
401
Ridgeline Wealth
Arizona
$488K
KLI
402
Kelman-Lazarov Inc
Tennessee
$487K
RM
403
RCW Management
Florida
$482K
EWM
404
Elevation Wealth Management
Minnesota
$479K
PA
405
Parallel Advisors
California
$478K
BWP
406
Balboa Wealth Partners
Arizona
$477K
PIWA
407
Prevail Innovative Wealth Advisors
Kansas
$473K
AWM
408
Axxcess Wealth Management
California
$468K
WFS
409
WealthGarden F.S.
California
$467K
HCP
410
Hardin Capital Partners
South Carolina
$465K
RGF
411
Retirement Guys Formula
Ohio
$463K
WPC
412
Wedmont Private Capital
Pennsylvania
$459K
UF
413
Univest Financial
Pennsylvania
$459K
FA
414
FDx Advisors
Illinois
$458K
FC
415
Financial Consulate
Maryland
$453K
OAP
416
One Advisory Partners
Kansas
$450K
BFG
417
Beacon Financial Group
Texas
$449K
FA
418
Faithward Advisors
Pennsylvania
$438K
SL
419
Sentinus LLC
Illinois
$438K
SWA
420
Sax Wealth Advisors
New Jersey
$432K
D
421
Dentgroup
Louisiana
$431K
FEM
422
Fulcrum Equity Management
Texas
$422K
VCM
423
Versant Capital Management
Arizona
$420K
CSPIA
424
Cary Street Partners Investment Advisory
Virginia
$416K
OCM
425
One Capital Management
California
$415K