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