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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
KV
76
Kickstand Ventures
New York
$11.3M
SWM
77
SigFig Wealth Management
California
$11M
GSF
78
Grove Street Fiduciary
New Hampshire
$10.9M
AA
79
Apriem Advisors
California
$10.8M
SC
80
Savant Capital
Illinois
$10.7M
IA
81
IFP Advisors
Florida
$10.6M
BFA
82
Ballast Financial Advisors
Pennsylvania
$10.6M
MFA
83
Mayflower Financial Advisors
Massachusetts
$10.3M
MWM
84
MorganRosel Wealth Management
Colorado
$9.9M
SFS
85
Summit Financial Strategies
Ohio
$9.69M
SEIA
86
Signature Estate & Investment Advisors
California
$9.46M
ACA
87
Affinity Capital Advisors
California
$9.39M
FFN
88
Focus Financial Network
Minnesota
$9.32M
TWP
89
Tempus Wealth Planning
California
$9.3M
AC
90
AlphaCore Capital
California
$9.25M
DF
91
Daviman Financial
Indiana
$9.11M
SFS
92
Security Financial Services
Indiana
$9.1M
BAS
93
Breakthru Advisory Services
Wisconsin
$9M
BPA
94
Beacon Pointe Advisors
California
$8.75M
ATPW
95
Ashton Thomas Private Wealth
Arizona
$8.64M
FRA
96
FFG Retirement Advisors
Colorado
$8.55M
AWM
97
AE Wealth Management
Kansas
$8.51M
HCM
98
Hengehold Capital Management
Ohio
$8.42M
UFA
99
Unify Financial Advisors
Florida
$8.4M
PFM
100
Peak Financial Management
Massachusetts
$8.26M