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Schwab US Aggregate Bond ETF

657 hedge funds and large institutions have $4.16B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 285 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
DBRC
676
D.B. Root & Company
Pennsylvania
SOS
677
Silver Oak Securities
Tennessee
ZIM
678
Zacks Investment Management
Illinois
SFA
679
Souders Financial Advisors
Ohio
LKIM
680
Lawson Kroeker Investment Management
Nebraska
JWCA
681
J.W. Cole Advisors
Florida
GS
682
GTS Securities
New York
TPW
683
Tiller Private Wealth
Pennsylvania
1WM
684
1900 Wealth Management
Texas
PA
685
PSI Advisors
Florida
MF
686
Manchester Financial
California
BDF
687
Black Diamond Financial
Maryland
MCM
688
Maple Capital Management
Vermont
VWA
689
Visionary Wealth Advisors
Illinois
KFG
690
Kelly Financial Group
Connecticut
SIC
691
Salem Investment Counselors
North Carolina
PS
692
Principal Securities
Iowa
MSG
693
Main Street Group
Virginia
CCM
694
Cloud Capital Management
Washington
DRP
695
Decker Retirement Planning
Utah
MAM
696
MMA Asset Management
Pennsylvania
GWSG
697
GPS Wealth Strategies Group
Colorado
M
698
MOTCO
Texas
AAS
699
Ameritas Advisory Services
Nebraska
CW
700
Curio Wealth
Maryland