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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
HGWM
26
Horst & Graben Wealth Management
Oregon
$32.5M
TCM
27
TruNorth Capital Management
Michigan
$29.7M
KL
28
KilterHowling LLC
Colorado
$29.4M
ZRP
29
Zynergy Retirement Planning
New Jersey
$29.2M
NP
30
NorthRock Partners
Minnesota
$27.7M
Bank of America
31
Bank of America
North Carolina
$27.7M
MWM
32
Modern Wealth Management
Kansas
$27.6M
MAG
33
Mokosak Advisory Group
Iowa
$26.9M
TF
34
Theory Financial
Colorado
$26.7M
PSA
35
Plum Street Advisors
Louisiana
$26.4M
APW
36
Austin Private Wealth
Texas
$26.1M
Osaic Holdings
37
Osaic Holdings
Arizona
$25.2M
AWMG
38
Alliance Wealth Management Group
New Jersey
$23.8M
TCM
39
Towercrest Capital Management
Pennsylvania
$23.8M
Morgan Stanley
40
Morgan Stanley
New York
$23.2M
Creative Planning
41
Creative Planning
Kansas
$22.3M
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$22M
TWM
43
TSA Wealth Management
Texas
$21.9M
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.9M
VA
45
Vident Advisory
Georgia
$20.7M
AAS
46
Asset Allocation Strategies
Michigan
$20.6M
MYIA
47
Mount Yale Investment Advisors
Colorado
$20.3M
VAS
48
Vestmark Advisory Solutions
Massachusetts
$20.2M
LPL Financial
49
LPL Financial
California
$19.7M
SA
50
Sanctuary Advisors
Indiana
$19.6M