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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
TIM
601
Thompson Investment Management
Wisconsin
$28K
GWM
602
Gilpin Wealth Management
Colorado
$27.8K
LFA
603
LGT Financial Advisors
Texas
$27.4K
GFA
604
Godfrey Financial Associates
New York
$24.5K
HC
605
Hurley Capital
New York
$23.4K
MHR
606
Matthew Hamilton Rosenberg
$21.7K
SIS
607
Strategic Investment Solutions
Illinois
$20.7K
MA
608
Modus Advisors
Minnesota
$17.6K
OHWP
609
Oak Harbor Wealth Partners
North Carolina
$17.3K
CI
610
Cordant Inc
Oregon
$16.9K
HWA
611
Heritage Wealth Advisors
Virginia
$16.9K
PIP
612
Peachtree Investment Partners
Florida
$15.2K
UB
613
UMB Bank
Missouri
$15.2K
WIM
614
Westside Investment Management
California
$15K
MA
615
Montag & Associates
Georgia
$13.6K
CIAS
616
Capital Investment Advisory Services
North Carolina
$13.6K
ACA
617
American Capital Advisory
Idaho
$12.9K
Bank of Montreal
618
Bank of Montreal
Ontario, Canada
$12.5K
ACM
619
Anfield Capital Management
California
$12K
Rockefeller Capital Management
620
Rockefeller Capital Management
New York
$11.8K
OAJ
621
Ogorek Anthony Joseph
New York
$11K
AA
622
Atmos Advisory
Pennsylvania
$9.09K
SC
623
SouthState Corp
Florida
$8.09K
TC
624
Trust Company
Kansas
$8.09K
S
625
Sachetta
Massachusetts
$7.76K