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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
FMWA
476
Forvis Mazars Wealth Advisors
Missouri
$303K
TIM
477
Total Investment Management
Arizona
$303K
RW
478
Regimen Wealth
Georgia
$303K
BH
479
Burk Holdings
Oklahoma
$302K
CA
480
Clearstead Advisors
Ohio
$301K
W
481
WealthCollab
Washington
$300K
DSC
482
Daytona Street Capital
Missouri
$296K
MMA
483
Miracle Mile Advisors
California
$295K
BWM
484
BlackDiamond Wealth Management
New York
$295K
CPA
485
Cardiff Park Advisors
California
$295K
UFPG
486
United Financial Planning Group
New York
$294K
MWC
487
MKD Wealth Coaches
Michigan
$292K
FF
488
Francis Financial
$291K
FCA
489
FLC Capital Advisors
California
$289K
CFG
490
Chapman Financial Group
Hawaii
$288K
CCM
491
Coldstream Capital Management
Washington
$286K
AA
492
Alesco Advisors
New York
$285K
WIA
493
World Investment Advisors
California
$284K
TWA
494
Talisman Wealth Advisors
New Jersey
$279K
LAM
495
Lewis Asset Management
California
$276K
JESC
496
J.E. Simmons & Co
Texas
$276K
PSCM
497
Per Stirling Capital Management
Texas
$276K
EFG
498
Ethos Financial Group
Pennsylvania
$276K
DAS
499
Dynamic Advisor Solutions
Arizona
$276K
NFC
500
Northstar Financial Companies
Pennsylvania
$275K