SCHZ icon

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 %
AL
351
Aspiriant LLC
California
$559K – – –
WHCI
352
W.H. Cornerstone Investments
Massachusetts
$533K -$282K -12,358 -35%
KLI
353
Kelman-Lazarov Inc
Tennessee
$529K +$100K +4,386 +23%
GVAG
354
Great Valley Advisor Group
Delaware
$528K -$43.1K -1,892 -8%
SAM
355
Sawgrass Asset Management
Florida
$527K – – –
NDSI
356
Newman Dignan & Sheerar Inc
Rhode Island
$526K -$52.9K -2,320 -9%
PWG
357
Portside Wealth Group
Utah
$522K -$209K -9,184 -29%
OCM
358
One Capital Management
California
$521K -$34.6K -1,518 -6%
RRCM
359
Rappaport Reiches Capital Management
Illinois
$518K -$55.8K -2,450 -10%
FA
360
FDx Advisors
Illinois
$512K -$27.6K -1,210 -5%
Truist Financial
361
Truist Financial
North Carolina
$509K -$5.79K -254 -1%
SPW
362
Sonoma Private Wealth
California
$509K +$62.4K +2,740 +14%
PFA
363
Pure Financial Advisors
California
$505K +$14.3K +628 +3%
AIP
364
Ameritas Investment Partners
Nebraska
$495K +$2.19K +96 +0.4%
CWM
365
Cahaba Wealth Management
Georgia
$492K +$4.83K +212 +1%
ACMA
366
Arbor Capital Management (Alaska)
Alaska
$489K +$1.72K +76 +0.4%
VCM
367
Versant Capital Management
Arizona
$488K +$51.4K +2,254 +12%
KPWS
368
Kestra Private Wealth Services
Texas
$485K -$15K -658 -3%
WPC
369
Wedmont Private Capital
Pennsylvania
$483K +$26.4K +1,144 +6%
CIC
370
Carnegie Investment Counsel
Ohio
$480K +$149K +6,550 +45%
NHFG
371
New Harbor Financial Group
Massachusetts
$476K – – –
SL
372
SWMG LLC
Texas
$475K +$1.37K +60 +0.3%
W
373
WealthCollab
Washington
$470K – – –
IPA
374
Investment Planning Advisors
Georgia
$466K +$466K +20,426 New
AFA
375
AA Financial Advisors
Ohio
$462K +$111K +4,870 +32%
13 14
15
16 17