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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
NMG
576
New Millennium Group
Utah
$109K
SC
577
Stephens Consulting
Michigan
$96.1K
VR
578
Vision Retirement
New Jersey
$95.7K
OSAM
579
O'Shaughnessy Asset Management
Connecticut
$95.5K
NRC
580
New Republic Capital
North Carolina
$94.7K
TFA
581
Toth Financial Advisory
Virginia
$94.5K
GIP
582
Granite Investment Partners
California
$88.3K
RIL
583
Rothschild Investment LLC
Illinois
$86.9K
RFP
584
Root Financial Partners
California
$84.6K
BlackRock
585
BlackRock
New York
$82.1K
WOSD
586
WFA of San Diego
California
$81.6K
CIA
587
Cape Investment Advisory
Georgia
$72.1K
WETS
588
Wealth Enhancement Trust Services
South Dakota
$71.9K
Comerica Bank
589
Comerica Bank
Texas
$71.4K
QCG
590
Quadrant Capital Group
Ohio
$70.3K
AssetMark Inc
591
AssetMark Inc
California
$66.3K
SWP
592
Strategic Wealth Partners
Ohio
$64.4K
Fidelity Investments
593
Fidelity Investments
Massachusetts
$62.9K
National Bank of Canada
594
National Bank of Canada
Quebec, Canada
$61.9K
HNB
595
Huntington National Bank
Ohio
$61K
CSP
596
Cary Street Partners
Virginia
$55.4K
GWM
597
Geneos Wealth Management
Colorado
$51.1K
MA
598
MCF Advisors
Kentucky
$51K
AG
599
AmeriFlex Group
Nevada
$48.3K
TAM
600
Townsend Asset Management
North Carolina
$47.3K