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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
DIS
451
Diversified Investment Strategies
Louisiana
$332K
KWM
452
Kingsview Wealth Management
Oregon
$331K
LEA
453
Legacy Edge Advisors
New York
$331K
JWBC
454
J.W. Burns & Co
New York
$327K
TIAA Trust, National Association
455
TIAA Trust, National Association
North Carolina
$327K
IWM
456
IHT Wealth Management
Illinois
$320K
PWA
457
Principia Wealth Advisory
Texas
$319K
AIP
458
Ameritas Investment Partners
Nebraska
$316K
AOWM
459
Asset One Wealth Management
Washington
$316K
DAS
460
Daybright Advisory Services
Florida
$316K
KWM
461
Keebeck Wealth Management
Illinois
$314K
PIFP
462
Partners in Financial Planning
Virginia
$311K
MWA
463
MN Wealth Advisors
Kansas
$309K
WFS
464
Walker Financial Services
Kentucky
$308K
LWL
465
Leo Wealth LLC
Texas
$308K
BSCCG
466
Blue Sky Capital Consultants Group
California
$303K
FMWA
467
Forvis Mazars Wealth Advisors
Missouri
$303K
TIM
468
Total Investment Management
Arizona
$303K
RW
469
Regimen Wealth
Georgia
$303K
BH
470
Burk Holdings
Oklahoma
$302K
CA
471
Clearstead Advisors
Ohio
$301K
W
472
WealthCollab
Washington
$300K
DSC
473
Daytona Street Capital
Missouri
$296K
MMA
474
Miracle Mile Advisors
California
$295K
BWM
475
BlackDiamond Wealth Management
New York
$295K