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Schwab US Aggregate Bond ETF

653 hedge funds and large institutions have $4.15B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 285 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
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
MML Investors Services
201
MML Investors Services
Massachusetts
$2.64M
BWM
202
BCS Wealth Management
Tennessee
$2.63M
TA
203
Tactive Advisors
Florida
$2.63M
SW
204
Simplicity Wealth
New Jersey
$2.62M
OFS
205
OneAscent Financial Services
Alabama
$2.61M
LA
206
LVW Advisors
New York
$2.55M
CWP
207
Core Wealth Partners
California
$2.54M
ES
208
ETF Store
Kansas
$2.53M
OFG
209
Omega Financial Group
California
$2.52M
AR
210
Apeiron RIA
Texas
$2.51M
MW
211
Maia Wealth
Colorado
$2.45M
Boston Partners
212
Boston Partners
Massachusetts
$2.43M
MCA
213
Magnolia Capital Advisors
Mississippi
$2.42M
JFG
214
JMG Financial Group
Illinois
$2.42M
MCM
215
M1 Capital Management
Michigan
$2.4M
SB
216
Strategic Blueprint
Georgia
$2.37M
Envestnet Portfolio Solutions
217
Envestnet Portfolio Solutions
Illinois
$2.37M
GWP
218
Gen-Wealth Partners
Michigan
$2.35M
LW
219
Livet Wealth
Utah
$2.29M
OFS
220
Oldfather Financial Services
Nebraska
$2.27M
BA
221
Ballast Advisors
Minnesota
$2.27M
BSB
222
Bangor Savings Bank
Maine
$2.25M
CIC
223
Carnegie Investment Counsel
Ohio
$2.24M
BCI
224
Brinker Capital Investments
Pennsylvania
$2.23M
VFPW
225
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.15M