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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
LB
601
Legacy Bridge
Iowa
$35.8K
AF
602
Allworth Financial
California
$33.7K
DFA
603
DHJJ Financial Advisors
Illinois
$33.1K
TAM
604
Tucker Asset Management
Colorado
$29.2K
TIM
605
Thompson Investment Management
Wisconsin
$28K
GWM
606
Gilpin Wealth Management
Colorado
$27.8K
LFA
607
LGT Financial Advisors
Texas
$27.4K
GFA
608
Godfrey Financial Associates
New York
$24.5K
HC
609
Hurley Capital
New York
$23.4K
MHR
610
Matthew Hamilton Rosenberg
$21.7K
SIS
611
Strategic Investment Solutions
Illinois
$20.7K
MA
612
Modus Advisors
Minnesota
$17.6K
OHWP
613
Oak Harbor Wealth Partners
North Carolina
$17.3K
CI
614
Cordant Inc
Oregon
$16.9K
HWA
615
Heritage Wealth Advisors
Virginia
$16.9K
PIP
616
Peachtree Investment Partners
Florida
$15.2K
UB
617
UMB Bank
Missouri
$15.2K
WIM
618
Westside Investment Management
California
$15K
MA
619
Montag & Associates
Georgia
$13.6K
CIAS
620
Capital Investment Advisory Services
North Carolina
$13.6K
ACA
621
American Capital Advisory
Idaho
$12.9K
Bank of Montreal
622
Bank of Montreal
Ontario, Canada
$12.5K
ACM
623
Anfield Capital Management
California
$12K
Rockefeller Capital Management
624
Rockefeller Capital Management
New York
$11.8K
OAJ
625
Ogorek Anthony Joseph
New York
$11K