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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
BRWA
326
B. Riley Wealth Advisors
Florida
$685K +$135K +5,978 +25%
US Bancorp
327
US Bancorp
Minnesota
$682K +$30.6K +1,352 +5%
Susquehanna International Group
328
Susquehanna International Group
Pennsylvania
$680K +$209K +9,230 +45%
MWP
329
Meridian Wealth Partners
Pennsylvania
$679K -$5.62K -248 -0.8%
AOWM
330
Alpha Omega Wealth Management
Virginia
$678K -$30.2K -1,334 -4%
CPIG
331
Chicago Partners Investment Group
Illinois
$659K -$104K -4,584 -14%
AFP
332
Ausdal Financial Partners
Iowa
$656K +$111K +4,912 +21%
CCA
333
Cobblestone Capital Advisors
New York
$655K +$369K +16,294 +131%
BAMG
334
Brand Asset Management Group
Missouri
$642K +$40.8K +1,802 +7%
LA
335
Latitude Advisors
Florida
$636K +$203K +8,942 +47%
IWM
336
IHT Wealth Management
Illinois
$633K -$133K -5,886 -17%
LAIC
337
Lederer & Associates Investment Counsel
California
$622K -$22.7K -1,002 -4%
HSA
338
HBK Sorce Advisory
Pennsylvania
$619K -$23.3K -1,028 -4%
SDWMA
339
Schneider Downs Wealth Management Advisors
Pennsylvania
$613K -$5.91M -260,872 -91%
MHB
340
Midwest Heritage Bank
Iowa
$596K -$36.5K -1,610 -6%
LGG
341
Luts & Greenleigh Group
Maryland
$594K +$591K +26,082 New
SFA
342
Semmax Financial Advisors
North Carolina
$591K +$55.5K +2,448 +11%
AHC
343
Anderson Hoagland & Co
Missouri
$591K -$12K -528 -2%
KJWM
344
Kiley Juergens Wealth Management
Washington
$584K -$6.8K -300 -1%
LFA
345
Laraway Financial Advisors
Minnesota
$584K -$14.1K -624 -2%
LWMT
346
Legacy Wealth Management (Tennessee)
Tennessee
$576K +$38.7K +1,706 +7%
LCM
347
Liberty Capital Management
Michigan
$573K -$319K -14,090 -36%
IF
348
Intrua Financial
Texas
$569K +$10.1K +446 +2%
HWMA
349
Heritage Wealth Management (Arizona)
Arizona
$566K +$53.4K +2,354 +10%
HFO
350
Heritage Family Offices
Arizona
$566K +$563K +24,820 New
12 13
14
15 16

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.