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