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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
AP
201
Advisors Preferred
Maryland
$2.68M
MML Investors Services
202
MML Investors Services
Massachusetts
$2.64M
BWM
203
BCS Wealth Management
Tennessee
$2.63M
TA
204
Tactive Advisors
Florida
$2.63M
SW
205
Simplicity Wealth
New Jersey
$2.62M
OFS
206
OneAscent Financial Services
Alabama
$2.61M
LA
207
LVW Advisors
New York
$2.55M
CWP
208
Core Wealth Partners
California
$2.54M
ES
209
ETF Store
Kansas
$2.53M
OFG
210
Omega Financial Group
California
$2.52M
AR
211
Apeiron RIA
Texas
$2.51M
MW
212
Maia Wealth
Colorado
$2.45M
Boston Partners
213
Boston Partners
Massachusetts
$2.43M
MCA
214
Magnolia Capital Advisors
Mississippi
$2.42M
JFG
215
JMG Financial Group
Illinois
$2.42M
MCM
216
M1 Capital Management
Michigan
$2.4M
SB
217
Strategic Blueprint
Georgia
$2.37M
Envestnet Portfolio Solutions
218
Envestnet Portfolio Solutions
Illinois
$2.37M
GWP
219
Gen-Wealth Partners
Michigan
$2.35M
LW
220
Livet Wealth
Utah
$2.29M
OFS
221
Oldfather Financial Services
Nebraska
$2.27M
BA
222
Ballast Advisors
Minnesota
$2.27M
BSB
223
Bangor Savings Bank
Maine
$2.25M
CIC
224
Carnegie Investment Counsel
Ohio
$2.24M
BCI
225
Brinker Capital Investments
Pennsylvania
$2.23M