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Schwab US Aggregate Bond ETF

663 hedge funds and large institutions have $4.18B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 286 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
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
SWM
76
SigFig Wealth Management
California
$11M
GSF
77
Grove Street Fiduciary
New Hampshire
$10.9M
AA
78
Apriem Advisors
California
$10.8M
SC
79
Savant Capital
Illinois
$10.7M
IA
80
IFP Advisors
Florida
$10.6M
BFA
81
Ballast Financial Advisors
Pennsylvania
$10.6M
MFA
82
Mayflower Financial Advisors
Massachusetts
$10.3M
MWM
83
MorganRosel Wealth Management
Colorado
$9.9M
SFS
84
Summit Financial Strategies
Ohio
$9.69M
SEIA
85
Signature Estate & Investment Advisors
California
$9.46M
ACA
86
Affinity Capital Advisors
California
$9.39M
FFN
87
Focus Financial Network
Minnesota
$9.32M
TWP
88
Tempus Wealth Planning
California
$9.3M
AC
89
AlphaCore Capital
California
$9.25M
DF
90
Daviman Financial
Indiana
$9.11M
SFS
91
Security Financial Services
Indiana
$9.1M
BAS
92
Breakthru Advisory Services
Wisconsin
$9M
BPA
93
Beacon Pointe Advisors
California
$8.75M
ATPW
94
Ashton Thomas Private Wealth
Arizona
$8.64M
FRA
95
FFG Retirement Advisors
Colorado
$8.55M
AWM
96
AE Wealth Management
Kansas
$8.51M
HCM
97
Hengehold Capital Management
Ohio
$8.42M
UFA
98
Unify Financial Advisors
Florida
$8.4M
PFM
99
Peak Financial Management
Massachusetts
$8.26M
C1AG
100
Client 1st Advisory Group
Florida
$7.99M