SCHZ icon

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
$1.54B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$257M
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
$831K
2
OWA
One Wealth Advisors
California
$0
3
KL
KilterHowling LLC
Colorado
$17.3M
4
ACM
AlphaStar Capital Management
North Carolina
$266K
5
PWM
Pinnacle Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VPP
251
Vertex Planning Partners
Illinois
$1.23M -$27.4K -1,202 -2%
ECM
252
Exchange Capital Management
Michigan
$1.23M -$75.9K -3,330 -6%
PCIA
253
Prime Capital Investment Advisors
Kansas
$1.23M -$1.5M -65,928 -55%
MF
254
Manchester Financial
California
$1.23M -$46K -2,020 -4%
WAL
255
W Advisors LLC
Tennessee
$1.23M +$53.4K +2,344 +5%
CCFM
256
Clear Creek Financial Management
Washington
$1.22M -$55K -2,412 -4%
AWC
257
Adamsbrown Wealth Consultants
Kansas
$1.2M -$125K -5,494 -9%
SVWG
258
Shared Vision Wealth Group
United States
$1.19M +$505K +22,168 +73%
OFG
259
Orcam Financial Group
California
$1.19M -$19K -832 -2%
TCM
260
Twele Capital Management
Minnesota
$1.17M +$31.6K +1,388 +3%
BCWM
261
Bartlett & Co Wealth Management
Ohio
$1.15M -$1.03M -45,212 -47%
EAM
262
Empirical Asset Management
Massachusetts
$1.15M +$380K +16,684 +50%
TNA
263
True North Advisors
Texas
$1.14M -$23.6K -1,036 -2%
DWM
264
Diversify Wealth Management
Utah
$1.13M +$1.13M +48,142 New
SWM
265
Stockman Wealth Management
Montana
$1.13M +$162K +7,090 +17%
GWWM
266
Great Waters Wealth Management
Minnesota
$1.11M -$30.7K -1,348 -3%
SFA
267
Seneca Financial Advisors
New York
$1.1M -$1.76M -77,042 -62%
BWA
268
Burt Wealth Advisors
Maryland
$1.07M – – –
PAG
269
Private Advisor Group
New Jersey
$1.06M -$1.28K -56 -0.1%
CFS
270
Coordinated Financial Services
Colorado
$1.06M +$25.1K +1,102 +2%
Lido Advisors
271
Lido Advisors
California
$1.06M -$86.9K -3,814 -8%
VWA
272
VERITY Wealth Advisors
United States
$1.04M +$16.4K +718 +2%
RPSA
273
Richard P. Slaughter Associates
Texas
$1.03M +$7.16K +314 +0.7%
MCCP
274
Mission Creek Capital Partners
California
$1.03M -$1.63M -71,608 -61%
TC
275
TownSquare Capital
Utah
$1.02M -$75.1K -3,296 -7%
9 10
11
12 13