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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
LKIM
676
Lawson Kroeker Investment Management
Nebraska
JWCA
677
J.W. Cole Advisors
Florida
GS
678
GTS Securities
New York
TPW
679
Tiller Private Wealth
Pennsylvania
1WM
680
1900 Wealth Management
Texas
PA
681
PSI Advisors
Florida
MF
682
Manchester Financial
California
BDF
683
Black Diamond Financial
Maryland
MCM
684
Maple Capital Management
Vermont
VWA
685
Visionary Wealth Advisors
Illinois
KFG
686
Kelly Financial Group
Connecticut
SIC
687
Salem Investment Counselors
North Carolina
PS
688
Principal Securities
Iowa
MSG
689
Main Street Group
Virginia
CCM
690
Cloud Capital Management
Washington
DRP
691
Decker Retirement Planning
Utah
MAM
692
MMA Asset Management
Pennsylvania
GWSG
693
GPS Wealth Strategies Group
Colorado
M
694
MOTCO
Texas
AAS
695
Ameritas Advisory Services
Nebraska
CW
696
Curio Wealth
Maryland
GJIA
697
Glass Jacobson Investment Advisors
Maryland
KHC
698
Koesten Hirschmann & Crabtree
Kansas
HFS
699
Hantz Financial Services
Michigan
NC
700
North Capital
Utah