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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
IF
651
Integrity Financial
Wyoming
$467
CFG
652
Clayton Financial Group
Missouri
$169
MAFA
653
MJT & Associates Financial Advisory
Minnesota
$94
KFGG
654
Keystone Financial Group (Georgia)
Georgia
$24
WA
655
Waterford Advisors
New York
VPP
656
Vertex Planning Partners
Illinois
OMC
657
Old Mission Capital
Illinois
FPAS
658
Focus Partners Advisor Solutions
Missouri
Citadel Advisors
659
Citadel Advisors
Florida
BBW
660
Blue Barn Wealth
Utah
Kovitz Investment Group Partners
661
Kovitz Investment Group Partners
Illinois
HF
662
HRT Financial
New York
M1FG
663
Mach-1 Financial Group
Arkansas
EWM
664
Endowment Wealth Management
Wisconsin
DAS
665
Diversify Advisory Services
Utah
FF
666
Friday Financial
Iowa
QC
667
Quadrature Capital
United Kingdom
PIA
668
Pinion Investment Advisors
Kansas
DW30
669
Drucker Wealth 3.0
New Jersey
BJL
670
Brighton Jones LLC
Washington
BAMG
671
Brand Asset Management Group
Missouri
DBRC
672
D.B. Root & Company
Pennsylvania
SOS
673
Silver Oak Securities
Tennessee
ZIM
674
Zacks Investment Management
Illinois
SFA
675
Souders Financial Advisors
Ohio