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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
RWM
101
Reston Wealth Management
Virginia
$7.84M
LFG
102
Larson Financial Group
Missouri
$7.77M
AWM
103
Avior Wealth Management
Nebraska
$7.48M
FFWA
104
Forthright Family Wealth Advisory
Texas
$7.46M
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$7.44M
LIM
106
Leavell Investment Management
Alabama
$7.44M
CFD
107
Creative Financial Designs
Indiana
$7.36M
MCM
108
MAI Capital Management
Ohio
$7.35M
SFG
109
SNS Financial Group
Minnesota
$7.13M
MFG
110
Midwest Financial Group
Kansas
$7.07M
HPM
111
Hoxton Planning & Management
West Virginia
$6.71M
WP
112
WealthShield Partners
North Carolina
$6.66M
MFG
113
Merit Financial Group
Georgia
$6.63M
CAG
114
Curtis Advisory Group
California
$6.6M
PAS
115
Park Avenue Securities
New York
$6.56M
ISWM
116
Independent Solutions Wealth Management
New York
$6.56M
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$6.54M
MAM
118
Marotta Asset Management
Virginia
$6.42M
FF
119
Fairway Financial
Florida
$6.21M
FTS
120
Fifth Third Securities
Ohio
$5.95M
NFG
121
Northeast Financial Group
Pennsylvania
$5.91M
BWL
122
Bogart Wealth LLC
Virginia
$5.84M
CFGSD
123
Compass Financial Group (South Dakota)
South Dakota
$5.68M
CNWM
124
Clay Northam Wealth Management
California
$5.66M
IWC
125
Integrated Wealth Concepts
Massachusetts
$5.45M