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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
$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 %
AWA
301
Aletheian Wealth Advisors
Washington
$825K – – –
CCG
302
Catalina Capital Group
California
$820K +$80.2K +3,520 +11%
SIAG
303
Signet Investment Advisory Group
Rhode Island
$820K +$28.7K +1,260 +4%
SFS
304
Sowell Financial Services
Arkansas
$814K +$83.2K +3,652 +11%
ZF
305
Zhang Financial
Michigan
$800K -$43.5K -1,908 -5%
CTC
306
Central Trust Company
Missouri
$797K – – –
CFG
307
Cooper Financial Group
California
$792K +$94.2K +4,132 +13%
KWM
308
Kingsview Wealth Management
Oregon
$788K -$74.6K -3,274 -9%
EWM
309
Endowment Wealth Management
Wisconsin
$786K +$82.3K +3,612 +12%
DLCIG
310
D.L. Carlson Investment Group
New Hampshire
$783K -$269K -11,800 -26%
BCI
311
Brinker Capital Investments
Pennsylvania
$773K -$110K -4,832 -12%
OPS
312
Orion Portfolio Solutions
Nebraska
$773K -$110K -4,832 -12%
CIC
313
Cutler Investment Counsel
Oregon
$763K +$547 +24 +0.1%
O3W
314
Omni 360 Wealth
New Jersey
$762K -$202K -8,866 -21%
WFAG
315
Worth Financial Advisory Group
North Carolina
$737K +$253K +11,118 +52%
Royal Bank of Canada
316
Royal Bank of Canada
Ontario, Canada
$727K -$115K -5,180 -14%
VWA
317
Visionary Wealth Advisors
Illinois
$727K -$361K -15,842 -33%
CCM
318
Crabel Capital Management
California
$716K +$147K +6,448 +26%
Squarepoint
319
Squarepoint
New York
$696K +$155K +6,792 +29%
FTUS
320
Flow Traders U.S.
New York
$695K +$695K +30,512 New
CIP
321
Capital Insight Partners
Arizona
$694K +$20.9K +918 +3%
GWM
322
Geneos Wealth Management
Colorado
$693K -$339K -14,874 -33%
PSCM
323
Per Stirling Capital Management
Texas
$692K +$427K +18,734 +161%
BRWA
324
B. Riley Wealth Advisors
Florida
$685K +$136K +5,978 +25%
US Bancorp
325
US Bancorp
Minnesota
$682K +$30.8K +1,352 +5%
11 12
13
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