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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
CVM
626
Cheviot Value Management
California
$6.73K
AIC
627
Archer Investment Corporation
Indiana
$6.46K
SA
628
Strategic Advocates
Utah
$6.28K
PCM
629
Palouse Capital Management
Washington
$6.17K
CPG
630
Cornerstone Planning Group
New Jersey
$6.03K
BBHC
631
Brown Brothers Harriman & Co
New York
$5.12K
NEAM
632
New England Asset Management
Connecticut
$4.67K
HCM
633
Horrell Capital Management
Arkansas
$4.07K
BC
634
Barrett & Company
Rhode Island
$3.23K
WWMSC
635
Wagner Wealth Management (South Carolina)
South Carolina
$3.08K
B
636
Birchbrook
Maine
$3.03K
WAG
637
Wilkerson Advisory Group
Missouri
$2.88K
KFP
638
Kerr Financial Planning
California
$2.62K
BAM
639
Bellevue Asset Management
Washington
$2.48K
PWA
640
Physician Wealth Advisors
Utah
$2.2K
TRCT
641
Tower Research Capital (TRC)
New York
$1.94K
TCM
642
Tradewinds Capital Management
Washington
$1.79K
WCM
643
Weaver Capital Management
Georgia
$1.78K
MEG
644
Millstone Evans Group
Colorado
$1.68K
CSC
645
Caldwell Sutter Capital
California
$1.53K
BFPW
646
BOK Financial Private Wealth
Colorado
$1.4K
HPC
647
HM Payson & Co
Maine
$1.22K
AA
648
Addison Advisors
Vermont
$1.17K
TF
649
Tompkins Financial
New York
$1.12K
IIM
650
IFC & Insurance Marketing
California
$1K