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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
WWM
551
Western Wealth Management
Colorado
$204K
BMCM
552
Burns Matteson Capital Management
New York
$203K
IA
553
Inspire Advisors
Idaho
$202K
AAP
554
Arax Advisory Partners
Colorado
$191K
RF
555
Rossby Financial
Florida
$171K
NCM
556
Northwest Capital Management
Oregon
$170K
IRC
557
Investors Research Corp
Georgia
$166K
VNA
558
Valley National Advisers
Pennsylvania
$161K
AWA
559
Acumen Wealth Advisors
Tennessee
$159K
DCM
560
Davis Capital Management
Florida
$153K
SPIA
561
Steward Partners Investment Advisory
New York
$140K
IAIM
562
International Assets Investment Management
Florida
$136K
EK
563
Evensky & Katz
Florida
$132K
SWM
564
Spire Wealth Management
Virginia
$129K
Fifth Third Bancorp
565
Fifth Third Bancorp
Ohio
$128K
FHA
566
Flagship Harbor Advisors
Massachusetts
$124K
CTA
567
Colonial Trust Advisors
South Carolina
$122K
FRA
568
Front Row Advisors
California
$120K
CA
569
CoreCap Advisors
Michigan
$110K
OC
570
Optima Capital
Oregon
$109K
NMG
571
New Millennium Group
Utah
$109K
SC
572
Stephens Consulting
Michigan
$96.1K
OSAM
573
O'Shaughnessy Asset Management
Connecticut
$95.5K
NRC
574
New Republic Capital
North Carolina
$94.7K
TFA
575
Toth Financial Advisory
Virginia
$94.5K