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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
CPA
476
Cardiff Park Advisors
California
$295K
UFPG
477
United Financial Planning Group
New York
$294K
MWC
478
MKD Wealth Coaches
Michigan
$292K
FF
479
Francis Financial
$291K
FCA
480
FLC Capital Advisors
California
$289K
CFG
481
Chapman Financial Group
Hawaii
$288K
CCM
482
Coldstream Capital Management
Washington
$286K
AA
483
Alesco Advisors
New York
$285K
WIA
484
World Investment Advisors
California
$284K
TWA
485
Talisman Wealth Advisors
New Jersey
$279K
LAM
486
Lewis Asset Management
California
$276K
JESC
487
J.E. Simmons & Co
Texas
$276K
PSCM
488
Per Stirling Capital Management
Texas
$276K
EFG
489
Ethos Financial Group
Pennsylvania
$276K
DAS
490
Dynamic Advisor Solutions
Arizona
$276K
NFC
491
Northstar Financial Companies
Pennsylvania
$275K
MWM
492
M3 Wealth Management
Ohio
$275K
P
493
&Partners
Tennessee
$275K
OP
494
ORG Partners
Indiana
$275K
TPWA
495
Twin Peaks Wealth Advisors
California
$274K
CIP
496
Capital Insight Partners
Arizona
$272K
GWM
497
GSB Wealth Management
Connecticut
$271K
WC
498
Waterloo Capital
Texas
$270K
AIA
499
Accelerate Investment Advisors
California
$270K
WA
500
Wealth Alliance
New York
$269K