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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
IPA
376
Investment Planning Advisors
Georgia
$466K +$463K +20,426 New
AFA
377
AA Financial Advisors
Ohio
$462K +$110K +4,870 +32%
ACA
378
American Capital Advisory
Idaho
$458K -$11.4K -504 -3%
BPWM
379
Badgley Phelps Wealth Managers
Washington
$456K +$24.1K +1,062 +6%
WFS
380
Walker Financial Services
Kentucky
$455K -$12.6K -558 -3%
RGF
381
Retirement Guys Formula
Ohio
$452K -$76.8K -3,388 -15%
CAL
382
Capital Advisors Ltd
Ohio
$448K – – –
FC
383
Financial Consulate
Maryland
$448K – – –
LAM
384
Lewis Asset Management
California
$447K -$36.2K -1,596 -8%
SPWG
385
Syntegra Private Wealth Group
Missouri
$443K -$9.29K -410 -2%
PCA
386
Pallas Capital Advisors
Massachusetts
$439K -$6.16K -272 -1%
DBRC
387
D.B. Root & Company
Pennsylvania
$437K -$7.03K -310 -2%
AA
388
Advisory Alpha
Michigan
$437K +$25.7K +1,132 +6%
HCP
389
Hardin Capital Partners
South Carolina
$436K +$434K +19,152 New
ZIM
390
Zacks Investment Management
Illinois
$435K +$5.17K +228 +1%
QCG
391
Quadrant Capital Group
Ohio
$435K +$9.06K +400 +2%
WA
392
Wealth Alliance
New York
$435K +$137K +6,030 +46%
JF
393
Joule Financial
Kentucky
$428K -$6.71K -296 -2%
DIS
394
Diversified Investment Strategies
Louisiana
$425K – – –
RFP
395
RCS Financial Planning
Maryland
$419K +$4.03K +178 +1%
SW
396
Simplicity Wealth
New Jersey
$415K +$10.2K +452 +3%
FA
397
Fermata Advisors
California
$403K -$20.3K -894 -5%
DAS
398
Dynamic Advisor Solutions
Arizona
$393K -$1.81K -80 -0.5%
EWA
399
EverSource Wealth Advisors
Alabama
$385K -$89.6K -3,952 -19%
Mirae Asset Global Investments
400
Mirae Asset Global Investments
South Korea
$385K +$381K +16,820 New
14 15
16
17 18

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.