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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
LAIC
426
Lederer & Associates Investment Counsel
California
$414K
EFG
427
Embree Financial Group
Illinois
$412K
AWM
428
Apollon Wealth Management
South Carolina
$411K
BC
429
Bowman & Company
Wisconsin
$407K
HOWA
430
Heritage Oak Wealth Advisors
Florida
$401K
PFA
431
Pure Financial Advisors
California
$392K
MI
432
Moneywise Inc
Virginia
$390K
WIM
433
WealthPlan Investment Management
Nebraska
$385K
CMP
434
Courage Miller Partners
Virginia
$385K
JF
435
Joule Financial
Kentucky
$383K
FA
436
Fermata Advisors
California
$380K
LSA
437
Lansing Street Advisors
Pennsylvania
$378K
EWM
438
Evolution Wealth Management
Florida
$372K
Royal Bank of Canada
439
Royal Bank of Canada
Ontario, Canada
$371K
CFG
440
Cooper Financial Group
California
$364K
PWG
441
Portside Wealth Group
Utah
$360K
MWP
442
Meridian Wealth Partners
Pennsylvania
$359K
SPWG
443
Syntegra Private Wealth Group
Missouri
$355K
NA
444
Note Advisors
New York
$354K
AL
445
Aspiriant LLC
California
$348K
SL
446
SWMG LLC
Texas
$344K
BRWA
447
B. Riley Wealth Advisors
Florida
$344K
FWI
448
Facet Wealth Inc
Maryland
$344K
GSEP
449
Golden State Equity Partners
California
$340K
CF
450
Centaurus Financial
California
$340K