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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
HP
401
Haven Private
Florida
$496K
VT
402
Vise Technologies
New York
$495K
IPA
403
Investment Planning Advisors
Georgia
$494K
BPWM
404
Badgley Phelps Wealth Managers
Washington
$490K
NHFG
405
New Harbor Financial Group
Massachusetts
$488K
RW
406
Ridgeline Wealth
Arizona
$488K
KLI
407
Kelman-Lazarov Inc
Tennessee
$487K
RM
408
RCW Management
Florida
$482K
EWM
409
Elevation Wealth Management
Minnesota
$479K
PA
410
Parallel Advisors
California
$478K
BWP
411
Balboa Wealth Partners
Arizona
$477K
PIWA
412
Prevail Innovative Wealth Advisors
Kansas
$473K
AWM
413
Axxcess Wealth Management
California
$468K
WFS
414
WealthGarden F.S.
California
$467K
HCP
415
Hardin Capital Partners
South Carolina
$465K
TFA
416
TrustWell Financial Advisors
Florida
$464K
RGF
417
Retirement Guys Formula
Ohio
$463K
WPC
418
Wedmont Private Capital
Pennsylvania
$459K
UF
419
Univest Financial
Pennsylvania
$459K
FA
420
FDx Advisors
Illinois
$458K
FC
421
Financial Consulate
Maryland
$453K
OAP
422
One Advisory Partners
Kansas
$450K
BFG
423
Beacon Financial Group
Texas
$449K
FA
424
Faithward Advisors
Pennsylvania
$438K
SL
425
Sentinus LLC
Illinois
$438K