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Schwab US Aggregate Bond ETF
SCHZ

592 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, 241 increasing their positions, 217 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

11% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 217

4.89% more ownership

Funds ownership: 119.33% → 124.22% (+4.9%)

4% more funds holding

Funds holding: 570 → 592 (+22)

5% more capital invested

Capital invested by funds: $4.55B → $4.76B (+$214M)

0% more funds holding in top 10

Funds holding in top 10: 50 → 50 (0)

94% less call options, than puts

Call options by funds: $5K | Put options by funds: $82K

Holders
592
Holders Change
+22
Holders Change %
+3.86%
% of All Funds
8.55%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
63
Increased
241
Reduced
217
Closed
36
Calls
$5K
Puts
$82K
Net Calls
-$77K
Net Calls Change
+$61K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$74.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$52.8M
3
BWA
BlueSky Wealth Advisors
North Carolina
+$42.7M
4
FCA
FLC Capital Advisors
California
+$22.8M
5
CIAS
CFS Investment Advisory Services
New Jersey
+$15.1M

Top Sellers

1
SFA
Sequoia Financial Advisors
Ohio
-$25.2M
2
OWA
One Wealth Advisors
California
-$15.4M
3
KL
KilterHowling LLC
Colorado
-$12.3M
4
ACM
AlphaStar Capital Management
North Carolina
-$12.2M
5
PWM
Pinnacle Wealth Management
California
-$9.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
301
Roundview Capital
New Jersey
$838K +$319K +14,072 +62%
SFA
302
Sequoia Financial Advisors
Ohio
$831K -$25.2M -1,110,522 -97%
AWA
303
Aletheian Wealth Advisors
Washington
$825K – – –
CCG
304
Catalina Capital Group
California
$820K +$79.8K +3,520 +11%
SIAG
305
Signet Investment Advisory Group
Rhode Island
$820K +$28.6K +1,260 +4%
SFS
306
Sowell Financial Services
Arkansas
$814K +$82.8K +3,652 +11%
ZF
307
Zhang Financial
Michigan
$800K -$43.2K -1,908 -5%
CTC
308
Central Trust Company
Missouri
$797K – – –
CFG
309
Cooper Financial Group
California
$792K +$93.6K +4,132 +13%
KWM
310
Kingsview Wealth Management
Oregon
$788K -$74.2K -3,274 -9%
EWM
311
Endowment Wealth Management
Wisconsin
$786K +$81.9K +3,612 +12%
DLCIG
312
D.L. Carlson Investment Group
New Hampshire
$783K -$267K -11,800 -26%
BCI
313
Brinker Capital Investments
Pennsylvania
$773K -$110K -4,832 -12%
OPS
314
Orion Portfolio Solutions
Nebraska
$773K -$110K -4,832 -12%
CIC
315
Cutler Investment Counsel
Oregon
$763K +$544 +24 +0.1%
O3W
316
Omni 360 Wealth
New Jersey
$762K -$201K -8,866 -21%
WFAG
317
Worth Financial Advisory Group
North Carolina
$737K +$252K +11,118 +52%
Royal Bank of Canada
318
Royal Bank of Canada
Ontario, Canada
$727K -$117K -5,180 -14%
VWA
319
Visionary Wealth Advisors
Illinois
$727K -$359K -15,842 -33%
CCM
320
Crabel Capital Management
California
$716K +$146K +6,448 +26%
Squarepoint
321
Squarepoint
New York
$696K +$154K +6,792 +29%
FTUS
322
Flow Traders U.S.
New York
$695K +$692K +30,512 New
CIP
323
Capital Insight Partners
Arizona
$694K +$20.8K +918 +3%
GWM
324
Geneos Wealth Management
Colorado
$693K -$337K -14,874 -33%
PSCM
325
Per Stirling Capital Management
Texas
$692K +$425K +18,734 +161%
11 12
13
14 15

SCHZ Hedge Fund Activity: Q2 2024 in Review

592 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2024, worth a combined $4.76B — up 4.7% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SCHZ positions and 36 closed out — a net gain of 27 holders — while 241 added to existing stakes and 217 trimmed.

The largest buyer was Charles Schwab, adding an estimated $74.7M. The largest seller was Sequoia Financial Advisors, cutting an estimated $25.2M.

  • 592 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2024, up from 570 in Q1 2024.
  • Funds reported $4.76B of Schwab US Aggregate Bond ETF stock for Q2 2024, up 4.7% quarter-over-quarter.
  • 63 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2024 and 36 closed out, a net change of +27 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q2 2024 was Charles Schwab, an estimated $74.7M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q2 2024 was Sequoia Financial Advisors, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2024.