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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
BAM
651
Bellevue Asset Management
Washington
$2.48K
PWA
652
Physician Wealth Advisors
Utah
$2.2K
TRCT
653
Tower Research Capital (TRC)
New York
$1.94K
TCM
654
Tradewinds Capital Management
Washington
$1.79K
WCM
655
Weaver Capital Management
Georgia
$1.78K
MEG
656
Millstone Evans Group
Colorado
$1.68K
CSC
657
Caldwell Sutter Capital
California
$1.53K
BFPW
658
BOK Financial Private Wealth
Colorado
$1.4K
HPC
659
HM Payson & Co
Maine
$1.22K
AA
660
Addison Advisors
Vermont
$1.17K
TF
661
Tompkins Financial
New York
$1.12K
IIM
662
IFC & Insurance Marketing
California
$1K
IF
663
Integrity Financial
Wyoming
$467
CFG
664
Clayton Financial Group
Missouri
$169
MAFA
665
MJT & Associates Financial Advisory
Minnesota
$94
KFGG
666
Keystone Financial Group (Georgia)
Georgia
$24
WA
667
Waterford Advisors
New York
VPP
668
Vertex Planning Partners
Illinois
OMC
669
Old Mission Capital
Illinois
FPAS
670
Focus Partners Advisor Solutions
Missouri
Citadel Advisors
671
Citadel Advisors
Florida
BBW
672
Blue Barn Wealth
Utah
Kovitz Investment Group Partners
673
Kovitz Investment Group Partners
Illinois
HF
674
HRT Financial
New York
M1FG
675
Mach-1 Financial Group
Arkansas