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