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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
SWA
426
Sax Wealth Advisors
New Jersey
$432K
D
427
Dentgroup
Louisiana
$431K
FEM
428
Fulcrum Equity Management
Texas
$422K
VCM
429
Versant Capital Management
Arizona
$420K
CSPIA
430
Cary Street Partners Investment Advisory
Virginia
$416K
OCM
431
One Capital Management
California
$415K
LAIC
432
Lederer & Associates Investment Counsel
California
$414K
EFG
433
Embree Financial Group
Illinois
$412K
AWM
434
Apollon Wealth Management
South Carolina
$411K
BC
435
Bowman & Company
Wisconsin
$407K
HOWA
436
Heritage Oak Wealth Advisors
Florida
$401K
PFA
437
Pure Financial Advisors
California
$392K
MI
438
Moneywise Inc
Virginia
$390K
WIM
439
WealthPlan Investment Management
Nebraska
$385K
CMP
440
Courage Miller Partners
Virginia
$385K
JF
441
Joule Financial
Kentucky
$383K
FA
442
Fermata Advisors
California
$380K
LSA
443
Lansing Street Advisors
Pennsylvania
$378K
EWM
444
Evolution Wealth Management
Florida
$372K
Royal Bank of Canada
445
Royal Bank of Canada
Ontario, Canada
$371K
CFG
446
Cooper Financial Group
California
$364K
PWG
447
Portside Wealth Group
Utah
$360K
MWP
448
Meridian Wealth Partners
Pennsylvania
$359K
SPWG
449
Syntegra Private Wealth Group
Missouri
$355K
NA
450
Note Advisors
New York
$354K