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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
MFP
551
Meramec Financial Planners
Missouri
$212K
PFBT
552
Parkside Financial Bank & Trust
Missouri
$207K
B
553
Bensler
Washington
$205K
EA
554
Evolution Advisers
Virginia
$205K
BCWM
555
Bartlett & Co Wealth Management
Ohio
$205K
WWM
556
Western Wealth Management
Colorado
$204K
BMCM
557
Burns Matteson Capital Management
New York
$203K
IA
558
Inspire Advisors
Idaho
$202K
AAP
559
Arax Advisory Partners
Colorado
$191K
RF
560
Rossby Financial
Florida
$171K
NCM
561
Northwest Capital Management
Oregon
$170K
IRC
562
Investors Research Corp
Georgia
$166K
VNA
563
Valley National Advisers
Pennsylvania
$161K
AWA
564
Acumen Wealth Advisors
Tennessee
$159K
DCM
565
Davis Capital Management
Florida
$153K
SPIA
566
Steward Partners Investment Advisory
New York
$140K
IAIM
567
International Assets Investment Management
Florida
$136K
EK
568
Evensky & Katz
Florida
$132K
SWM
569
Spire Wealth Management
Virginia
$129K
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$128K
FHA
571
Flagship Harbor Advisors
Massachusetts
$124K
CTA
572
Colonial Trust Advisors
South Carolina
$122K
FRA
573
Front Row Advisors
California
$120K
CA
574
CoreCap Advisors
Michigan
$110K
OC
575
Optima Capital
Oregon
$109K