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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 %
BC
276
Bowman & Company
Wisconsin
$1.02M -$189K -8,276 -16%
RWM
277
Revisor Wealth Management
Ohio
$1.02M -$1.02M -44,632 -50%
AWA
278
Arete Wealth Advisors
Illinois
$1.02M +$20.1K +882 +2%
WFC
279
Western Financial Corp
California
$997K -$39.2K -1,718 -4%
Betterment LLC
280
Betterment LLC
New York
$992K -$246K -10,814 -20%
Prudential Financial
281
Prudential Financial
New Jersey
$984K -$2.71M -118,952 -73%
USCWA
282
U.S. Capital Wealth Advisors
Texas
$974K +$104K +4,556 +12%
SC
283
Shearwater Capital
Colorado
$969K – – –
ASN
284
Advisory Services Network
Georgia
$960K -$57.5K -2,522 -6%
FFA
285
Farther Finance Advisors
California
$950K -$140K -6,188 -13%
SC
286
Savant Capital
Illinois
$933K -$52.3K -2,294 -5%
JWA
287
JFS Wealth Advisors
Pennsylvania
$930K +$146K +6,412 +19%
AA
288
Axiom Advisory
California
$922K +$922K +40,698 New
GWM
289
GSB Wealth Management
Connecticut
$919K +$31.5K +1,384 +4%
FMWA
290
Forvis Mazars Wealth Advisors
Missouri
$916K +$3.56K +156 +0.4%
GCA
291
Gradient Capital Advisors
California
$911K -$19.8K -870 -2%
BFA
292
Beacon Financial Advisory
Ohio
$898K +$134K +5,872 +18%
Empower Advisory Group
293
Empower Advisory Group
Colorado
$895K -$456 -20 -0.1%
IA
294
IFG Advisory
Georgia
$873K +$70.6K +3,098 +9%
BFG
295
Beacon Financial Group
Texas
$863K +$46.1K +2,022 +6%
JWS
296
Juncture Wealth Strategies
Arizona
$858K +$9.89K +434 +1%
PFA
297
Pinnacle Family Advisors
Missouri
$846K -$39.6K -1,736 -4%
EFG
298
Embree Financial Group
Illinois
$840K -$150K -6,578 -15%
RC
299
Roundview Capital
New Jersey
$838K +$321K +14,072 +62%
SFA
300
Sequoia Financial Advisors
Ohio
$831K -$25.3M -1,110,522 -97%
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