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Schwab US Aggregate Bond ETF

665 hedge funds and large institutions have $4.2B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 287 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
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
WIM
626
Westside Investment Management
California
$15K
MA
627
Montag & Associates
Georgia
$13.6K
CIAS
628
Capital Investment Advisory Services
North Carolina
$13.6K
ACA
629
American Capital Advisory
Idaho
$12.9K
Bank of Montreal
630
Bank of Montreal
Ontario, Canada
$12.5K
ACM
631
Anfield Capital Management
California
$12K
Rockefeller Capital Management
632
Rockefeller Capital Management
New York
$11.8K
OAJ
633
Ogorek Anthony Joseph
New York
$11K
AA
634
Atmos Advisory
Pennsylvania
$9.09K
SC
635
SouthState Corp
Florida
$8.09K
TC
636
Trust Company
Kansas
$8.09K
S
637
Sachetta
Massachusetts
$7.76K
CVM
638
Cheviot Value Management
California
$6.73K
AIC
639
Archer Investment Corporation
Indiana
$6.46K
SA
640
Strategic Advocates
Utah
$6.28K
PCM
641
Palouse Capital Management
Washington
$6.17K
CPG
642
Cornerstone Planning Group
New Jersey
$6.03K
BBHC
643
Brown Brothers Harriman & Co
New York
$5.12K
NEAM
644
New England Asset Management
Connecticut
$4.67K
HCM
645
Horrell Capital Management
Arkansas
$4.07K
BC
646
Barrett & Company
Rhode Island
$3.23K
WWMSC
647
Wagner Wealth Management (South Carolina)
South Carolina
$3.08K
B
648
Birchbrook
Maine
$3.03K
WAG
649
Wilkerson Advisory Group
Missouri
$2.88K
KFP
650
Kerr Financial Planning
California
$2.62K