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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
C1AG
101
Client 1st Advisory Group
Florida
$7.99M
RWM
102
Reston Wealth Management
Virginia
$7.84M
LFG
103
Larson Financial Group
Missouri
$7.77M
AWM
104
Avior Wealth Management
Nebraska
$7.48M
FFWA
105
Forthright Family Wealth Advisory
Texas
$7.46M
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$7.44M
LIM
107
Leavell Investment Management
Alabama
$7.44M
CFD
108
Creative Financial Designs
Indiana
$7.36M
MCM
109
MAI Capital Management
Ohio
$7.35M
SFG
110
SNS Financial Group
Minnesota
$7.13M
MFG
111
Midwest Financial Group
Kansas
$7.07M
HPM
112
Hoxton Planning & Management
West Virginia
$6.71M
WP
113
WealthShield Partners
North Carolina
$6.66M
MFG
114
Merit Financial Group
Georgia
$6.63M
CAG
115
Curtis Advisory Group
California
$6.6M
PAS
116
Park Avenue Securities
New York
$6.56M
ISWM
117
Independent Solutions Wealth Management
New York
$6.56M
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$6.54M
MAM
119
Marotta Asset Management
Virginia
$6.42M
FF
120
Fairway Financial
Florida
$6.21M
FTS
121
Fifth Third Securities
Ohio
$5.95M
NFG
122
Northeast Financial Group
Pennsylvania
$5.91M
BWL
123
Bogart Wealth LLC
Virginia
$5.84M
CFGSD
124
Compass Financial Group (South Dakota)
South Dakota
$5.68M
CNWM
125
Clay Northam Wealth Management
California
$5.66M