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Schwab US Aggregate Bond ETF

653 hedge funds and large institutions have $4.15B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 285 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
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
RF
551
Rossby Financial
Florida
$171K
NCM
552
Northwest Capital Management
Oregon
$170K
IRC
553
Investors Research Corp
Georgia
$166K
VNA
554
Valley National Advisers
Pennsylvania
$161K
AWA
555
Acumen Wealth Advisors
Tennessee
$159K
DCM
556
Davis Capital Management
Florida
$153K
SPIA
557
Steward Partners Investment Advisory
New York
$140K
IAIM
558
International Assets Investment Management
Florida
$136K
EK
559
Evensky & Katz
Florida
$132K
SWM
560
Spire Wealth Management
Virginia
$129K
Fifth Third Bancorp
561
Fifth Third Bancorp
Ohio
$128K
FHA
562
Flagship Harbor Advisors
Massachusetts
$124K
CTA
563
Colonial Trust Advisors
South Carolina
$122K
FRA
564
Front Row Advisors
California
$120K
CA
565
CoreCap Advisors
Michigan
$110K
OC
566
Optima Capital
Oregon
$109K
NMG
567
New Millennium Group
Utah
$109K
SC
568
Stephens Consulting
Michigan
$96.1K
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$95.5K
NRC
570
New Republic Capital
North Carolina
$94.7K
TFA
571
Toth Financial Advisory
Virginia
$94.5K
GIP
572
Granite Investment Partners
California
$88.3K
RIL
573
Rothschild Investment LLC
Illinois
$86.9K
RFP
574
Root Financial Partners
California
$84.6K
BlackRock
575
BlackRock
New York
$82.1K