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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
PFGIA
176
Patriot Financial Group Insurance Agency
Massachusetts
$3.26M
SMG
177
Smart Money Group
Texas
$3.26M
GFWA
178
Grey Fox Wealth Advisors
Delaware
$3.25M
KWS
179
Keystone Wealth Services
California
$3.24M
HCWM
180
Hidden Cove Wealth Management
Washington
$3.22M
FF
181
Friedenthal Financial
New Jersey
$3.21M
CWM
182
Chesapeake Wealth Management
Virginia
$3.21M
VIA
183
Victrix Investment Advisors
Florida
$3.19M
EWA
184
Emergent Wealth Advisors
New York
$3.18M
OC
185
Oarsman Capital
Wisconsin
$3.06M
HI
186
Harbour Investments
Wisconsin
$3.05M
NFTC
187
North Forty Two & Co
Oregon
$3.04M
RTL
188
Red Tortoise LLC
Georgia
$3.03M
ZF
189
Zhang Financial
Michigan
$2.98M
TCRG
190
Twin Cities Retirement Group
Minnesota
$2.98M
IA
191
Integrity Alliance
Iowa
$2.91M
SCFS
192
Stewardship Concepts Financial Services
Washington
$2.88M
Focus Partners Wealth
193
Focus Partners Wealth
Massachusetts
$2.87M
VA
194
Valmark Advisers
Ohio
$2.85M
CWM
195
Curtis Wealth Management
Nevada
$2.82M
5W
196
5T Wealth
California
$2.82M
AIA
197
Aventus Investment Advisors
Florida
$2.76M
CW
198
CreativeOne Wealth
Kansas
$2.76M
WF
199
WealthPoint Financial
North Carolina
$2.72M
CFO
200
CVA Family Office
Colorado
$2.72M