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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
FD
201
Financial Designs
California
$2.69M
CMBA
202
C.M. Bidwell & Associates
Hawaii
$2.68M
AP
203
Advisors Preferred
Maryland
$2.68M
MML Investors Services
204
MML Investors Services
Massachusetts
$2.64M
BWM
205
BCS Wealth Management
Tennessee
$2.63M
TA
206
Tactive Advisors
Florida
$2.63M
SW
207
Simplicity Wealth
New Jersey
$2.62M
OFS
208
OneAscent Financial Services
Alabama
$2.61M
LA
209
LVW Advisors
New York
$2.55M
CWP
210
Core Wealth Partners
California
$2.54M
ES
211
ETF Store
Kansas
$2.53M
OFG
212
Omega Financial Group
California
$2.52M
AR
213
Apeiron RIA
Texas
$2.51M
IFG
214
Independent Financial Group
California
$2.47M
MW
215
Maia Wealth
Colorado
$2.45M
Boston Partners
216
Boston Partners
Massachusetts
$2.43M
MCA
217
Magnolia Capital Advisors
Mississippi
$2.42M
JFG
218
JMG Financial Group
Illinois
$2.42M
MCM
219
M1 Capital Management
Michigan
$2.4M
NLA
220
Northern Lights Advisors
Washington
$2.37M
SB
221
Strategic Blueprint
Georgia
$2.37M
Envestnet Portfolio Solutions
222
Envestnet Portfolio Solutions
Illinois
$2.37M
GWP
223
Gen-Wealth Partners
Michigan
$2.35M
LW
224
Livet Wealth
Utah
$2.29M
OFS
225
Oldfather Financial Services
Nebraska
$2.27M