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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
IWC
126
Integrated Wealth Concepts
Massachusetts
$5.45M
WA
127
Waverly Advisors
Alabama
$5.43M
LIM
128
Lathrop Investment Management
Arkansas
$5.41M
NSG
129
Nalls Sherbakoff Group
Tennessee
$5.26M
FCH
130
Freestone Capital Holdings
Washington
$5.13M
AO
131
Advisor OS
Illinois
$5.1M
TWP
132
Total Wealth Planning
Ohio
$5.06M
MSFS
133
Main Street Financial Solutions
Pennsylvania
$5.03M
MWM
134
Manske Wealth Management
Texas
$5.02M
SI
135
Stonekeep Investments
New Mexico
$4.97M
TWM
136
Tradition Wealth Management
Minnesota
$4.93M
GFP
137
Guardian Financial Partners
California
$4.84M
WAM
138
Wakefield Asset Management
Colorado
$4.83M
FFS
139
Fischer Financial Services
Pennsylvania
$4.68M
BCM
140
Brookstone Capital Management
Illinois
$4.65M
XPN
141
XY Planning Network
Montana
$4.64M
PFM
142
Phillips Financial Management
Indiana
$4.6M
HA
143
HC Advisors
Georgia
$4.57M
BWA
144
Bestgate Wealth Advisors
Maryland
$4.54M
BL
145
BFSG LLC
California
$4.47M
WP
146
WealthPLAN Partners
Nebraska
$4.37M
FA
147
Fiducient Advisors
Illinois
$4.26M
VI
148
VanderPol Investments
Michigan
$4.25M
TA
149
TPG Advisors
Illinois
$4.25M
LWA
150
Lifelong Wealth Advisors
Minnesota
$4.19M