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Schwab US Aggregate Bond ETF

665 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 102 funds opening new positions, 287 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
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
CIBC Private Wealth Group
601
CIBC Private Wealth Group
Georgia
$47.3K
S
602
SignatureFD
Georgia
$41.8K
NA
603
NewEdge Advisors
Louisiana
$39.4K
Citigroup
604
Citigroup
New York
$37.9K
FMP
605
Financial Management Professionals
Texas
$36.6K
BWM
606
Bernard Wealth Management
Michigan
$36.2K
WCM
607
Winthrop Capital Management
Indiana
$36K
LB
608
Legacy Bridge
Iowa
$35.8K
AF
609
Allworth Financial
California
$33.7K
DFA
610
DHJJ Financial Advisors
Illinois
$33.1K
TAM
611
Tucker Asset Management
Colorado
$29.2K
TIM
612
Thompson Investment Management
Wisconsin
$28K
GWM
613
Gilpin Wealth Management
Colorado
$27.8K
LFA
614
LGT Financial Advisors
Texas
$27.4K
TBFA
615
Three Bearings Fiduciary Advisors
New Hampshire
$24.6K
GFA
616
Godfrey Financial Associates
New York
$24.5K
HC
617
Hurley Capital
New York
$23.4K
MHR
618
Matthew Hamilton Rosenberg
$21.7K
SIS
619
Strategic Investment Solutions
Illinois
$20.7K
MA
620
Modus Advisors
Minnesota
$17.6K
OHWP
621
Oak Harbor Wealth Partners
North Carolina
$17.3K
CI
622
Cordant Inc
Oregon
$16.9K
HWA
623
Heritage Wealth Advisors
Virginia
$16.9K
PIP
624
Peachtree Investment Partners
Florida
$15.2K
UB
625
UMB Bank
Missouri
$15.2K