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Schwab US Aggregate Bond ETF

663 hedge funds and large institutions have $4.18B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 286 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
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
SMG
176
Smart Money Group
Texas
$3.26M
GFWA
177
Grey Fox Wealth Advisors
Delaware
$3.25M
KWS
178
Keystone Wealth Services
California
$3.24M
HCWM
179
Hidden Cove Wealth Management
Washington
$3.22M
FF
180
Friedenthal Financial
New Jersey
$3.21M
CWM
181
Chesapeake Wealth Management
Virginia
$3.21M
VIA
182
Victrix Investment Advisors
Florida
$3.19M
EWA
183
Emergent Wealth Advisors
New York
$3.18M
OC
184
Oarsman Capital
Wisconsin
$3.06M
HI
185
Harbour Investments
Wisconsin
$3.05M
NFTC
186
North Forty Two & Co
Oregon
$3.04M
RTL
187
Red Tortoise LLC
Georgia
$3.03M
ZF
188
Zhang Financial
Michigan
$2.98M
TCRG
189
Twin Cities Retirement Group
Minnesota
$2.98M
IA
190
Integrity Alliance
Iowa
$2.91M
SCFS
191
Stewardship Concepts Financial Services
Washington
$2.88M
Focus Partners Wealth
192
Focus Partners Wealth
Massachusetts
$2.87M
VA
193
Valmark Advisers
Ohio
$2.85M
CWM
194
Curtis Wealth Management
Nevada
$2.82M
5W
195
5T Wealth
California
$2.82M
AIA
196
Aventus Investment Advisors
Florida
$2.76M
CW
197
CreativeOne Wealth
Kansas
$2.76M
WF
198
WealthPoint Financial
North Carolina
$2.72M
CFO
199
CVA Family Office
Colorado
$2.72M
FD
200
Financial Designs
California
$2.69M