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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
GFWA
176
Grey Fox Wealth Advisors
Delaware
$3.25M
KWS
177
Keystone Wealth Services
California
$3.24M
HCWM
178
Hidden Cove Wealth Management
Washington
$3.22M
FF
179
Friedenthal Financial
New Jersey
$3.21M
CWM
180
Chesapeake Wealth Management
Virginia
$3.21M
VIA
181
Victrix Investment Advisors
Florida
$3.19M
EWA
182
Emergent Wealth Advisors
New York
$3.18M
OC
183
Oarsman Capital
Wisconsin
$3.06M
HI
184
Harbour Investments
Wisconsin
$3.05M
NFTC
185
North Forty Two & Co
Oregon
$3.04M
RTL
186
Red Tortoise LLC
Georgia
$3.03M
ZF
187
Zhang Financial
Michigan
$2.98M
TCRG
188
Twin Cities Retirement Group
Minnesota
$2.98M
IA
189
Integrity Alliance
Iowa
$2.91M
SCFS
190
Stewardship Concepts Financial Services
Washington
$2.88M
Focus Partners Wealth
191
Focus Partners Wealth
Massachusetts
$2.87M
VA
192
Valmark Advisers
Ohio
$2.85M
CWM
193
Curtis Wealth Management
Nevada
$2.82M
5W
194
5T Wealth
California
$2.82M
AIA
195
Aventus Investment Advisors
Florida
$2.76M
CW
196
CreativeOne Wealth
Kansas
$2.76M
WF
197
WealthPoint Financial
North Carolina
$2.72M
CFO
198
CVA Family Office
Colorado
$2.72M
FD
199
Financial Designs
California
$2.69M
CMBA
200
C.M. Bidwell & Associates
Hawaii
$2.68M