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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
AL
451
Aspiriant LLC
California
$348K
SL
452
SWMG LLC
Texas
$344K
BRWA
453
B. Riley Wealth Advisors
Florida
$344K
FWI
454
Facet Wealth Inc
Maryland
$344K
GSEP
455
Golden State Equity Partners
California
$340K
CF
456
Centaurus Financial
California
$340K
AIMC
457
Alley Investment Management Company
Illinois
$337K
NG
458
Novem Group
New York
$336K
MHB
459
Midwest Heritage Bank
Iowa
$335K
DIS
460
Diversified Investment Strategies
Louisiana
$332K
KWM
461
Kingsview Wealth Management
Oregon
$331K
LEA
462
Legacy Edge Advisors
New York
$331K
JWBC
463
J.W. Burns & Co
New York
$327K
TIAA Trust, National Association
464
TIAA Trust, National Association
North Carolina
$327K
IWM
465
IHT Wealth Management
Illinois
$320K
PWA
466
Principia Wealth Advisory
Texas
$319K
AIP
467
Ameritas Investment Partners
Nebraska
$316K
AOWM
468
Asset One Wealth Management
Washington
$316K
DAS
469
Daybright Advisory Services
Florida
$316K
KWM
470
Keebeck Wealth Management
Illinois
$314K
PIFP
471
Partners in Financial Planning
Virginia
$311K
MWA
472
MN Wealth Advisors
Kansas
$309K
WFS
473
Walker Financial Services
Kentucky
$308K
LWL
474
Leo Wealth LLC
Texas
$308K
BSCCG
475
Blue Sky Capital Consultants Group
California
$303K