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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
VWA
151
VSM Wealth Advisory
Maryland
$4.1M
CFG
152
Cassilly Financial Group
Maryland
$4.07M
BBWP
153
Beacon Bridge Wealth Partners
Pennsylvania
$4.07M
PWM
154
Perigon Wealth Management
California
$4.06M
CA
155
Chatterton & Associates
California
$4M
SAG
156
SageView Advisory Group
California
$3.99M
EWM
157
Empirical Wealth Management
Washington
$3.8M
VFS
158
Valpey Financial Services
New Hampshire
$3.75M
BMWS
159
Brady Martz Wealth Solutions
North Dakota
$3.72M
SPAS
160
Spectrum Planning & Advisory Services
California
$3.68M
CFA
161
Cahill Financial Advisors
Minnesota
$3.67M
KF
162
Krilogy Financial
Missouri
$3.62M
CFMC
163
Curbstone Financial Management Corp
New Hampshire
$3.61M
LTL
164
Lowery Thomas LLC
California
$3.57M
NI
165
NYL Investors
New York
$3.55M
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$3.55M
FIA
167
Foundations Investment Advisors
Arizona
$3.5M
GRP
168
Global Retirement Partners
California
$3.44M
CHA
169
Cooper/Haims Advisors
New York
$3.44M
BIM
170
Breakwater Investment Management
Washington
$3.42M
PIMG
171
Patriot Investment Management Group
Tennessee
$3.33M
RFG
172
Range Financial Group
Oregon
$3.3M
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$3.26M
SMG
174
Smart Money Group
Texas
$3.26M
GFWA
175
Grey Fox Wealth Advisors
Delaware
$3.25M