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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
CFS
526
Cannon Financial Strategists
Georgia
$237K
MMCM
527
Murphy & Mullick Capital Management
New York
$236K
AI
528
Atria Investments
North Carolina
$236K
FCIM
529
Fairview Capital Investment Management
California
$236K
CAML
530
Capital Asset Managemnet, LLC
Colorado
$236K
AF
531
Advisornet Financial
Minnesota
$235K
GC
532
GatePass Capital
Ohio
$234K
CWMK
533
Caliber Wealth Management (Kansas)
Kansas
$232K
MCM
534
MidAtlantic Capital Management
Virginia
$231K
NDSI
535
Newman Dignan & Sheerar Inc
Rhode Island
$227K
PWM
536
Parkshore Wealth Management
California
$227K
PFA
537
Professional Financial Advisors
Nebraska
$226K
VDI
538
Vaughan David Investments
Illinois
$221K
SCM
539
SCS Capital Management
Massachusetts
$216K
WF
540
Whelan Financial
California
$216K
FFM
541
Forum Financial Management
Illinois
$216K
PFS
542
Prospera Financial Services
Texas
$215K
CIA
543
Concurrent Investment Advisors
Florida
$214K
SA
544
SRH Advisors
Kansas
$213K
TCOV
545
Trust Company of Vermont
Vermont
$213K
MFP
546
Meramec Financial Planners
Missouri
$212K
PFBT
547
Parkside Financial Bank & Trust
Missouri
$207K
B
548
Bensler
Washington
$205K
EA
549
Evolution Advisers
Virginia
$205K
BCWM
550
Bartlett & Co Wealth Management
Ohio
$205K