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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
GIP
576
Granite Investment Partners
California
$88.3K
RIL
577
Rothschild Investment LLC
Illinois
$86.9K
RFP
578
Root Financial Partners
California
$84.6K
BlackRock
579
BlackRock
New York
$82.1K
WOSD
580
WFA of San Diego
California
$81.6K
CIA
581
Cape Investment Advisory
Georgia
$72.1K
WETS
582
Wealth Enhancement Trust Services
South Dakota
$71.9K
Comerica Bank
583
Comerica Bank
Texas
$71.4K
QCG
584
Quadrant Capital Group
Ohio
$70.3K
AssetMark Inc
585
AssetMark Inc
California
$66.3K
Fidelity Investments
586
Fidelity Investments
Massachusetts
$62.9K
National Bank of Canada
587
National Bank of Canada
Quebec, Canada
$61.9K
HNB
588
Huntington National Bank
Ohio
$61K
CSP
589
Cary Street Partners
Virginia
$55.4K
GWM
590
Geneos Wealth Management
Colorado
$51.1K
MA
591
MCF Advisors
Kentucky
$51K
AG
592
AmeriFlex Group
Nevada
$48.3K
TAM
593
Townsend Asset Management
North Carolina
$47.3K
CIBC Private Wealth Group
594
CIBC Private Wealth Group
Georgia
$47.3K
S
595
SignatureFD
Georgia
$41.8K
NA
596
NewEdge Advisors
Louisiana
$39.4K
Citigroup
597
Citigroup
New York
$37.9K
FMP
598
Financial Management Professionals
Texas
$36.6K
BWM
599
Bernard Wealth Management
Michigan
$36.2K
WCM
600
Winthrop Capital Management
Indiana
$36K