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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
WOSD
576
WFA of San Diego
California
$81.6K
CIA
577
Cape Investment Advisory
Georgia
$72.1K
WETS
578
Wealth Enhancement Trust Services
South Dakota
$71.9K
Comerica Bank
579
Comerica Bank
Texas
$71.4K
QCG
580
Quadrant Capital Group
Ohio
$70.3K
AssetMark Inc
581
AssetMark Inc
California
$66.3K
Fidelity Investments
582
Fidelity Investments
Massachusetts
$62.9K
National Bank of Canada
583
National Bank of Canada
Quebec, Canada
$61.9K
HNB
584
Huntington National Bank
Ohio
$61K
CSP
585
Cary Street Partners
Virginia
$55.4K
GWM
586
Geneos Wealth Management
Colorado
$51.1K
MA
587
MCF Advisors
Kentucky
$51K
AG
588
AmeriFlex Group
Nevada
$48.3K
TAM
589
Townsend Asset Management
North Carolina
$47.3K
CIBC Private Wealth Group
590
CIBC Private Wealth Group
Georgia
$47.3K
S
591
SignatureFD
Georgia
$41.8K
NA
592
NewEdge Advisors
Louisiana
$39.4K
Citigroup
593
Citigroup
New York
$37.9K
FMP
594
Financial Management Professionals
Texas
$36.6K
BWM
595
Bernard Wealth Management
Michigan
$36.2K
WCM
596
Winthrop Capital Management
Indiana
$36K
LB
597
Legacy Bridge
Iowa
$35.8K
AF
598
Allworth Financial
California
$33.7K
DFA
599
DHJJ Financial Advisors
Illinois
$33.1K
TAM
600
Tucker Asset Management
Colorado
$29.2K