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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
BDFN
51
Bond & Devick Financial Network
Minnesota
$19.2M
OWA
52
One Wealth Advisors
California
$18.6M
RWP
53
Revolve Wealth Partners
New Jersey
$18.5M
MGIA
54
Moneta Group Investment Advisors
Missouri
$18.3M
RWM
55
Revisor Wealth Management
Ohio
$17.3M
Raymond James Financial
56
Raymond James Financial
Florida
$16.2M
MA
57
Mutual Advisors
Nebraska
$16.1M
UBS Group
58
UBS Group
Switzerland
$15.8M
JJBC
59
James J. Burns & Company
New York
$15.7M
PPF
60
Pacific Park Financial
California
$15M
CIAS
61
CFS Investment Advisory Services
New Jersey
$14.8M
AG
62
Ascent Group
Virginia
$14.7M
CMA
63
Cedar Mountain Advisors
Oregon
$14.7M
Cerity Partners
64
Cerity Partners
New York
$14.5M
CM
65
Columbus Macro
Pennsylvania
$14M
AFA
66
Amicus Financial Advisors
Texas
$13.4M
AFP
67
Arnold Financial Planning
Iowa
$13.2M
UCFA
68
United Capital Financial Advisors
Texas
$13.2M
CWS
69
Cypress Wealth Services
California
$12.8M
CKAIS
70
Christensen King & Associates Investment Services
Washington
$12.4M
EWA
71
EP Wealth Advisors
California
$12.2M
M
72
MYeCFO
California
$12M
CWA
73
Clearview Wealth Advisors
Oregon
$11.8M
KV
74
Kickstand Ventures
New York
$11.3M
SWM
75
SigFig Wealth Management
California
$11M