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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
AWA
526
Acorn Wealth Advisors
Michigan
$247K
SWP
527
Stratos Wealth Partners
Ohio
$247K
PA
528
Pinnacle Associates
New York
$245K
QCMNJ
529
Quantum Capital Management (New Jersey)
New Jersey
$244K
PWMG
530
Prestige Wealth Management Group
New Jersey
$240K
CFS
531
Cannon Financial Strategists
Georgia
$237K
MMCM
532
Murphy & Mullick Capital Management
New York
$236K
AI
533
Atria Investments
North Carolina
$236K
FCIM
534
Fairview Capital Investment Management
California
$236K
CAM
535
Capital Asset Management
Colorado
$236K
AF
536
Advisornet Financial
Minnesota
$235K
GC
537
GatePass Capital
Ohio
$234K
CWMK
538
Caliber Wealth Management (Kansas)
Kansas
$232K
MCM
539
MidAtlantic Capital Management
Virginia
$231K
NDSI
540
Newman Dignan & Sheerar Inc
Rhode Island
$227K
PWM
541
Parkshore Wealth Management
California
$227K
PFA
542
Professional Financial Advisors
Nebraska
$226K
VDI
543
Vaughan David Investments
Illinois
$221K
SCM
544
SCS Capital Management
Massachusetts
$216K
WF
545
Whelan Financial
California
$216K
FFM
546
Forum Financial Management
Illinois
$216K
PFS
547
Prospera Financial Services
Texas
$215K
CIA
548
Concurrent Investment Advisors
Florida
$214K
SA
549
SRH Advisors
Kansas
$213K
TCOV
550
Trust Company of Vermont
Vermont
$213K