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Schwab US Aggregate Bond ETF

657 hedge funds and large institutions have $4.16B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 285 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
LFG
101
Larson Financial Group
Missouri
$7.77M
AWM
102
Avior Wealth Management
Nebraska
$7.48M
FFWA
103
Forthright Family Wealth Advisory
Texas
$7.46M
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$7.44M
LIM
105
Leavell Investment Management
Alabama
$7.44M
CFD
106
Creative Financial Designs
Indiana
$7.36M
MCM
107
MAI Capital Management
Ohio
$7.35M
SFG
108
SNS Financial Group
Minnesota
$7.13M
MFG
109
Midwest Financial Group
Kansas
$7.07M
HPM
110
Hoxton Planning & Management
West Virginia
$6.71M
WP
111
WealthShield Partners
North Carolina
$6.66M
MFG
112
Merit Financial Group
Georgia
$6.63M
CAG
113
Curtis Advisory Group
California
$6.6M
PAS
114
Park Avenue Securities
New York
$6.56M
ISWM
115
Independent Solutions Wealth Management
New York
$6.56M
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$6.54M
MAM
117
Marotta Asset Management
Virginia
$6.42M
FF
118
Fairway Financial
Florida
$6.21M
FTS
119
Fifth Third Securities
Ohio
$5.95M
NFG
120
Northeast Financial Group
Pennsylvania
$5.91M
BWL
121
Bogart Wealth LLC
Virginia
$5.84M
CFGSD
122
Compass Financial Group (South Dakota)
South Dakota
$5.68M
CNWM
123
Clay Northam Wealth Management
California
$5.66M
IWC
124
Integrated Wealth Concepts
Massachusetts
$5.45M
WA
125
Waverly Advisors
Alabama
$5.43M