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