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Schwab US Aggregate Bond ETF

663 hedge funds and large institutions have $4.18B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 286 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
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
S
601
SignatureFD
Georgia
$41.8K
NA
602
NewEdge Advisors
Louisiana
$39.4K
Citigroup
603
Citigroup
New York
$37.9K
FMP
604
Financial Management Professionals
Texas
$36.6K
BWM
605
Bernard Wealth Management
Michigan
$36.2K
WCM
606
Winthrop Capital Management
Indiana
$36K
LB
607
Legacy Bridge
Iowa
$35.8K
AF
608
Allworth Financial
California
$33.7K
DFA
609
DHJJ Financial Advisors
Illinois
$33.1K
TAM
610
Tucker Asset Management
Colorado
$29.2K
TIM
611
Thompson Investment Management
Wisconsin
$28K
GWM
612
Gilpin Wealth Management
Colorado
$27.8K
LFA
613
LGT Financial Advisors
Texas
$27.4K
GFA
614
Godfrey Financial Associates
New York
$24.5K
HC
615
Hurley Capital
New York
$23.4K
MHR
616
Matthew Hamilton Rosenberg
$21.7K
SIS
617
Strategic Investment Solutions
Illinois
$20.7K
MA
618
Modus Advisors
Minnesota
$17.6K
OHWP
619
Oak Harbor Wealth Partners
North Carolina
$17.3K
CI
620
Cordant Inc
Oregon
$16.9K
HWA
621
Heritage Wealth Advisors
Virginia
$16.9K
PIP
622
Peachtree Investment Partners
Florida
$15.2K
UB
623
UMB Bank
Missouri
$15.2K
WIM
624
Westside Investment Management
California
$15K
MA
625
Montag & Associates
Georgia
$13.6K