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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
FFA
151
Farther Finance Advisors
California
$4.11M
RIM
152
Redwood Investment Management
Arizona
$4.1M
VWA
153
VSM Wealth Advisory
Maryland
$4.1M
CFG
154
Cassilly Financial Group
Maryland
$4.07M
BBWP
155
Beacon Bridge Wealth Partners
Pennsylvania
$4.07M
PWM
156
Perigon Wealth Management
California
$4.06M
CA
157
Chatterton & Associates
California
$4M
SAG
158
SageView Advisory Group
California
$3.99M
EWM
159
Empirical Wealth Management
Washington
$3.8M
VFS
160
Valpey Financial Services
New Hampshire
$3.75M
BMWS
161
Brady Martz Wealth Solutions
North Dakota
$3.72M
SPAS
162
Spectrum Planning & Advisory Services
California
$3.68M
CFA
163
Cahill Financial Advisors
Minnesota
$3.67M
KF
164
Krilogy Financial
Missouri
$3.62M
CFMC
165
Curbstone Financial Management Corp
New Hampshire
$3.61M
LTL
166
Lowery Thomas LLC
California
$3.57M
NI
167
NYL Investors
New York
$3.55M
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$3.55M
FIA
169
Foundations Investment Advisors
Arizona
$3.5M
GRP
170
Global Retirement Partners
California
$3.44M
CHA
171
Cooper/Haims Advisors
New York
$3.44M
BIM
172
Breakwater Investment Management
Washington
$3.42M
PIMG
173
Patriot Investment Management Group
Tennessee
$3.33M
RFG
174
Range Financial Group
Oregon
$3.3M
PFGIA
175
Patriot Financial Group Insurance Agency
Massachusetts
$3.26M