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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
CIAS
626
Capital Investment Advisory Services
North Carolina
$13.6K
ACA
627
American Capital Advisory
Idaho
$12.9K
Bank of Montreal
628
Bank of Montreal
Ontario, Canada
$12.5K
ACM
629
Anfield Capital Management
California
$12K
Rockefeller Capital Management
630
Rockefeller Capital Management
New York
$11.8K
OAJ
631
Ogorek Anthony Joseph
New York
$11K
AA
632
Atmos Advisory
Pennsylvania
$9.09K
SC
633
SouthState Corp
Florida
$8.09K
TC
634
Trust Company
Kansas
$8.09K
S
635
Sachetta
Massachusetts
$7.76K
CVM
636
Cheviot Value Management
California
$6.73K
AIC
637
Archer Investment Corporation
Indiana
$6.46K
SA
638
Strategic Advocates
Utah
$6.28K
PCM
639
Palouse Capital Management
Washington
$6.17K
CPG
640
Cornerstone Planning Group
New Jersey
$6.03K
BBHC
641
Brown Brothers Harriman & Co
New York
$5.12K
NEAM
642
New England Asset Management
Connecticut
$4.67K
HCM
643
Horrell Capital Management
Arkansas
$4.07K
BC
644
Barrett & Company
Rhode Island
$3.23K
WWMSC
645
Wagner Wealth Management (South Carolina)
South Carolina
$3.08K
B
646
Birchbrook
Maine
$3.03K
WAG
647
Wilkerson Advisory Group
Missouri
$2.88K
KFP
648
Kerr Financial Planning
California
$2.62K
BAM
649
Bellevue Asset Management
Washington
$2.48K
PWA
650
Physician Wealth Advisors
Utah
$2.2K