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Schwab US Aggregate Bond ETF

653 hedge funds and large institutions have $4.15B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 285 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
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
NSG
126
Nalls Sherbakoff Group
Tennessee
$5.26M
FCH
127
Freestone Capital Holdings
Washington
$5.13M
AO
128
Advisor OS
Illinois
$5.1M
TWP
129
Total Wealth Planning
Ohio
$5.06M
MSFS
130
Main Street Financial Solutions
Pennsylvania
$5.03M
MWM
131
Manske Wealth Management
Texas
$5.02M
SI
132
Stonekeep Investments
New Mexico
$4.97M
TWM
133
Tradition Wealth Management
Minnesota
$4.93M
GFP
134
Guardian Financial Partners
California
$4.84M
WAM
135
Wakefield Asset Management
Colorado
$4.83M
FFS
136
Fischer Financial Services
Pennsylvania
$4.68M
BCM
137
Brookstone Capital Management
Illinois
$4.65M
XPN
138
XY Planning Network
Montana
$4.64M
PFM
139
Phillips Financial Management
Indiana
$4.6M
HA
140
HC Advisors
Georgia
$4.57M
BWA
141
Bestgate Wealth Advisors
Maryland
$4.54M
BL
142
BFSG LLC
California
$4.47M
WP
143
WealthPLAN Partners
Nebraska
$4.37M
FA
144
Fiducient Advisors
Illinois
$4.26M
VI
145
VanderPol Investments
Michigan
$4.25M
TA
146
TPG Advisors
Illinois
$4.25M
LWA
147
Lifelong Wealth Advisors
Minnesota
$4.19M
CRC
148
Curi RMB Capital
Illinois
$4.11M
FFA
149
Farther Finance Advisors
California
$4.11M
RIM
150
Redwood Investment Management
Arizona
$4.1M