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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 %
Susquehanna International Group
326
Susquehanna International Group
Pennsylvania
$680K +$210K +9,230 +45%
MWP
327
Meridian Wealth Partners
Pennsylvania
$679K -$5.65K -248 -0.8%
AOWM
328
Alpha Omega Wealth Management
Virginia
$678K -$30.4K -1,334 -4%
CPIG
329
Chicago Partners Investment Group
Illinois
$659K -$106K -4,584 -14%
AFP
330
Ausdal Financial Partners
Iowa
$656K +$112K +4,912 +21%
CCA
331
Cobblestone Capital Advisors
New York
$655K +$371K +16,294 +131%
BAMG
332
Brand Asset Management Group
Missouri
$642K +$41.1K +1,802 +7%
LA
333
Latitude Advisors
Florida
$636K +$204K +8,942 +47%
IWM
334
IHT Wealth Management
Illinois
$633K -$134K -5,886 -17%
LAIC
335
Lederer & Associates Investment Counsel
California
$622K -$22.8K -1,002 -4%
HSA
336
HBK Sorce Advisory
Pennsylvania
$619K -$23.4K -1,028 -4%
SDWMA
337
Schneider Downs Wealth Management Advisors
Pennsylvania
$613K -$5.95M -260,872 -91%
MHB
338
Midwest Heritage Bank
Iowa
$596K -$36.7K -1,610 -6%
LGG
339
Luts & Greenleigh Group
Maryland
$594K +$594K +26,082 New
SFA
340
Semmax Financial Advisors
North Carolina
$591K +$57.5K +2,448 +11%
AHC
341
Anderson Hoagland & Co
Missouri
$591K -$12.1K -528 -2%
KJWM
342
Kiley Juergens Wealth Management
Washington
$584K -$6.84K -300 -1%
LFA
343
Laraway Financial Advisors
Minnesota
$584K -$14.2K -624 -2%
LWMT
344
Legacy Wealth Management (Tennessee)
Tennessee
$576K +$38.9K +1,706 +7%
LCM
345
Liberty Capital Management
Michigan
$573K -$321K -14,090 -36%
IF
346
Intrua Financial
Texas
$569K +$10.2K +446 +2%
HWMA
347
Heritage Wealth Management (Arizona)
Arizona
$566K +$53.6K +2,354 +10%
HFO
348
Heritage Family Offices
Arizona
$566K +$566K +24,820 New
D
349
Dentgroup
Louisiana
$562K -$62.5K -2,744 -10%
FEM
350
Fulcrum Equity Management
Texas
$562K +$562K +24,650 New
12 13
14
15 16