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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
EWM
676
Endowment Wealth Management
Wisconsin
DAS
677
Diversify Advisory Services
Utah
FF
678
Friday Financial
Iowa
QC
679
Quadrature Capital
United Kingdom
PIA
680
Pinion Investment Advisors
Kansas
DW30
681
Drucker Wealth 3.0
New Jersey
BJL
682
Brighton Jones LLC
Washington
BAMG
683
Brand Asset Management Group
Missouri
DBRC
684
D.B. Root & Company
Pennsylvania
SOS
685
Silver Oak Securities
Tennessee
ZIM
686
Zacks Investment Management
Illinois
SFA
687
Souders Financial Advisors
Ohio
LKIM
688
Lawson Kroeker Investment Management
Nebraska
JWCA
689
J.W. Cole Advisors
Florida
GS
690
GTS Securities
New York
TPW
691
Tiller Private Wealth
Pennsylvania
1WM
692
1900 Wealth Management
Texas
PA
693
PSI Advisors
Florida
MF
694
Manchester Financial
California
BDF
695
Black Diamond Financial
Maryland
MCM
696
Maple Capital Management
Vermont
VWA
697
Visionary Wealth Advisors
Illinois
KFG
698
Kelly Financial Group
Connecticut
SIC
699
Salem Investment Counselors
North Carolina
PS
700
Principal Securities
Iowa