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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
LIM
126
Lathrop Investment Management
Arkansas
$5.41M
NSG
127
Nalls Sherbakoff Group
Tennessee
$5.26M
FCH
128
Freestone Capital Holdings
Washington
$5.13M
AO
129
Advisor OS
Illinois
$5.1M
TWP
130
Total Wealth Planning
Ohio
$5.06M
MSFS
131
Main Street Financial Solutions
Pennsylvania
$5.03M
MWM
132
Manske Wealth Management
Texas
$5.02M
SI
133
Stonekeep Investments
New Mexico
$4.97M
TWM
134
Tradition Wealth Management
Minnesota
$4.93M
GFP
135
Guardian Financial Partners
California
$4.84M
WAM
136
Wakefield Asset Management
Colorado
$4.83M
FFS
137
Fischer Financial Services
Pennsylvania
$4.68M
BCM
138
Brookstone Capital Management
Illinois
$4.65M
XPN
139
XY Planning Network
Montana
$4.64M
PFM
140
Phillips Financial Management
Indiana
$4.6M
HA
141
HC Advisors
Georgia
$4.57M
BWA
142
Bestgate Wealth Advisors
Maryland
$4.54M
BL
143
BFSG LLC
California
$4.47M
WP
144
WealthPLAN Partners
Nebraska
$4.37M
FA
145
Fiducient Advisors
Illinois
$4.26M
VI
146
VanderPol Investments
Michigan
$4.25M
TA
147
TPG Advisors
Illinois
$4.25M
LWA
148
Lifelong Wealth Advisors
Minnesota
$4.19M
CRC
149
Curi RMB Capital
Illinois
$4.11M
FFA
150
Farther Finance Advisors
California
$4.11M