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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
AA
626
Atmos Advisory
Pennsylvania
$9.09K
SC
627
SouthState Corp
Florida
$8.09K
TC
628
Trust Company
Kansas
$8.09K
S
629
Sachetta
Massachusetts
$7.76K
CVM
630
Cheviot Value Management
California
$6.73K
AIC
631
Archer Investment Corporation
Indiana
$6.46K
SA
632
Strategic Advocates
Utah
$6.28K
PCM
633
Palouse Capital Management
Washington
$6.17K
CPG
634
Cornerstone Planning Group
New Jersey
$6.03K
BBHC
635
Brown Brothers Harriman & Co
New York
$5.12K
NEAM
636
New England Asset Management
Connecticut
$4.67K
HCM
637
Horrell Capital Management
Arkansas
$4.07K
BC
638
Barrett & Company
Rhode Island
$3.23K
WWMSC
639
Wagner Wealth Management (South Carolina)
South Carolina
$3.08K
B
640
Birchbrook
Maine
$3.03K
WAG
641
Wilkerson Advisory Group
Missouri
$2.88K
KFP
642
Kerr Financial Planning
California
$2.62K
BAM
643
Bellevue Asset Management
Washington
$2.48K
PWA
644
Physician Wealth Advisors
Utah
$2.2K
TRCT
645
Tower Research Capital (TRC)
New York
$1.94K
TCM
646
Tradewinds Capital Management
Washington
$1.79K
WCM
647
Weaver Capital Management
Georgia
$1.78K
MEG
648
Millstone Evans Group
Colorado
$1.68K
CSC
649
Caldwell Sutter Capital
California
$1.53K
BFPW
650
BOK Financial Private Wealth
Colorado
$1.4K