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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
DSC
476
Daytona Street Capital
Missouri
$296K
MMA
477
Miracle Mile Advisors
California
$295K
BWM
478
BlackDiamond Wealth Management
New York
$295K
CPA
479
Cardiff Park Advisors
California
$295K
UFPG
480
United Financial Planning Group
New York
$294K
MWC
481
MKD Wealth Coaches
Michigan
$292K
FF
482
Francis Financial
$291K
FCA
483
FLC Capital Advisors
California
$289K
CFG
484
Chapman Financial Group
Hawaii
$288K
CCM
485
Coldstream Capital Management
Washington
$286K
AA
486
Alesco Advisors
New York
$285K
WIA
487
World Investment Advisors
California
$284K
TWA
488
Talisman Wealth Advisors
New Jersey
$279K
LAM
489
Lewis Asset Management
California
$276K
JESC
490
J.E. Simmons & Co
Texas
$276K
PSCM
491
Per Stirling Capital Management
Texas
$276K
EFG
492
Ethos Financial Group
Pennsylvania
$276K
DAS
493
Dynamic Advisor Solutions
Arizona
$276K
NFC
494
Northstar Financial Companies
Pennsylvania
$275K
MWM
495
M3 Wealth Management
Ohio
$275K
P
496
&Partners
Tennessee
$275K
OP
497
ORG Partners
Indiana
$275K
TPWA
498
Twin Peaks Wealth Advisors
California
$274K
CIP
499
Capital Insight Partners
Arizona
$272K
GWM
500
GSB Wealth Management
Connecticut
$271K