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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

588 hedge funds and large institutions have $4.76B invested in Schwab US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 217 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+22
Holders Change %
+3.89%
% of All Funds
8.55%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
63
Increased
237
Reduced
217
Closed
36
Calls
$5K
Puts
$82K
Net Calls
-$77K
Net Calls Change
+$61K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$75.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$53.1M
3
BWA
BlueSky Wealth Advisors
North Carolina
+$42.9M
4
FCA
FLC Capital Advisors
California
+$22.9M
5
CIAS
CFS Investment Advisory Services
New Jersey
+$15.2M

Top Sellers

1
SFA
Sequoia Financial Advisors
Ohio
-$25.3M
2
OWA
One Wealth Advisors
California
-$15.4M
3
KL
KilterHowling LLC
Colorado
-$12.3M
4
ACM
AlphaStar Capital Management
North Carolina
-$12.3M
5
PWM
Pinnacle Wealth Management
California
-$9.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASFA
226
All Season Financial Advisors
Colorado
$1.45M -$2.6M -113,984 -64%
TCA
227
Transcend Capital Advisors
New Jersey
$1.44M +$167K +7,314 +13%
Stifel Financial
228
Stifel Financial
Missouri
$1.43M +$886K +38,872 +162%
HWA
229
HHM Wealth Advisors
Tennessee
$1.42M +$76.5K +3,358 +6%
GLLW
230
Graves Light Lenhart Wealth
Virginia
$1.4M -$218K -9,632 -13%
AWA
231
Alaska Wealth Advisors
Alaska
$1.4M +$59.1K +2,594 +4%
OFS
232
OMC Financial Services
New York
$1.39M – – –
Natixis Advisors
233
Natixis Advisors
Massachusetts
$1.37M +$173K +7,580 +14%
BCM
234
Brookstone Capital Management
Illinois
$1.37M -$652K -28,220 -32%
CMBA
235
C.M. Bidwell & Associates
Hawaii
$1.36M -$20.2K -886 -1%
SIM
236
Sterling Investment Management
Arizona
$1.35M +$32.8K +1,438 +2%
CFA
237
Cahill Financial Advisors
Minnesota
$1.34M -$48.6K -2,132 -3%
BIA
238
Bigelow Investment Advisors
Maine
$1.34M -$32.3K -1,416 -2%
AW
239
Avion Wealth
Texas
$1.34M -$21.7K -954 -2%
LA
240
LexAurum Advisors
Kansas
$1.34M +$30.9K +1,358 +2%
CWM
241
Cedar Wealth Management
California
$1.33M -$570K -25,016 -30%
LA
242
LVW Advisors
New York
$1.31M +$43.8K +1,920 +3%
BWM
243
Blossom Wealth Management
California
$1.3M +$62.3K +2,732 +5%
RFN
244
RDA Financial Network
Iowa
$1.29M +$822K +36,058 +176%
RIA
245
Regal Investment Advisors
Michigan
$1.28M +$288K +12,616 +29%
LIM
246
Lathrop Investment Management
Arkansas
$1.28M +$94.2K +4,136 +8%
CAG
247
Csenge Advisory Group
Florida
$1.27M -$402K -17,620 -24%
MWM
248
Modera Wealth Management
New Jersey
$1.26M +$118K +5,192 +10%
Koshinski Asset Management
249
Koshinski Asset Management
Illinois
$1.24M -$129K -5,620 -9%
FIA
250
Foundations Investment Advisors
Arizona
$1.24M +$461K +20,230 +59%
8 9
10
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