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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
WC
501
Waterloo Capital
Texas
$270K
AIA
502
Accelerate Investment Advisors
California
$270K
WA
503
Wealth Alliance
New York
$269K
HSA
504
HBK Sorce Advisory
Pennsylvania
$268K
AFS
505
Access Financial Services
Minnesota
$267K
Wells Fargo
506
Wells Fargo
California
$262K
MWM
507
Meridian Wealth Management
Kentucky
$259K
ACA
508
Aptus Capital Advisors
Alabama
$258K
HW
509
HORAN Wealth
Ohio
$257K
PCS
510
Private Client Services
Kentucky
$256K
WS
511
Wedbush Securities
California
$256K
IFA
512
Index Fund Advisors
California
$256K
CTA
513
Chesley Taft & Associates
Illinois
$254K
Vanguard Group
514
Vanguard Group
Pennsylvania
$254K
OPWM
515
Oregon Pacific Wealth Management
Oregon
$252K
GG
516
Gleason Group
Kentucky
$251K
MFG
517
Magnus Financial Group
New York
$250K
OWM
518
Opes Wealth Management
California
$249K
GI
519
GS Investments
Minnesota
$248K
PI
520
PFG Investments
New York
$248K
AWA
521
Acorn Wealth Advisors
Michigan
$247K
SWP
522
Stratos Wealth Partners
Ohio
$247K
PA
523
Pinnacle Associates
New York
$245K
QCMNJ
524
Quantum Capital Management (New Jersey)
New Jersey
$244K
PWMG
525
Prestige Wealth Management Group
New Jersey
$240K