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