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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
AIMC
451
Alley Investment Management Company
Illinois
$337K
NG
452
Novem Group
New York
$336K
MHB
453
Midwest Heritage Bank
Iowa
$335K
DIS
454
Diversified Investment Strategies
Louisiana
$332K
KWM
455
Kingsview Wealth Management
Oregon
$331K
LEA
456
Legacy Edge Advisors
New York
$331K
JWBC
457
J.W. Burns & Co
New York
$327K
TIAA Trust, National Association
458
TIAA Trust, National Association
North Carolina
$327K
IWM
459
IHT Wealth Management
Illinois
$320K
PWA
460
Principia Wealth Advisory
Texas
$319K
AIP
461
Ameritas Investment Partners
Nebraska
$316K
AOWM
462
Asset One Wealth Management
Washington
$316K
DAS
463
Daybright Advisory Services
Florida
$316K
KWM
464
Keebeck Wealth Management
Illinois
$314K
PIFP
465
Partners in Financial Planning
Virginia
$311K
MWA
466
MN Wealth Advisors
Kansas
$309K
WFS
467
Walker Financial Services
Kentucky
$308K
LWL
468
Leo Wealth LLC
Texas
$308K
BSCCG
469
Blue Sky Capital Consultants Group
California
$303K
FMWA
470
Forvis Mazars Wealth Advisors
Missouri
$303K
TIM
471
Total Investment Management
Arizona
$303K
RW
472
Regimen Wealth
Georgia
$303K
BH
473
Burk Holdings
Oklahoma
$302K
CA
474
Clearstead Advisors
Ohio
$301K
W
475
WealthCollab
Washington
$300K