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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 %
ACA
376
American Capital Advisory
Idaho
$458K -$11.7K -504 -3%
BPWM
377
Badgley Phelps Wealth Managers
Washington
$456K +$24.2K +1,062 +6%
WFS
378
Walker Financial Services
Kentucky
$455K -$12.7K -558 -3%
RGF
379
Retirement Guys Formula
Ohio
$452K -$77.2K -3,388 -15%
CAL
380
Capital Advisors Ltd
Ohio
$448K – – –
FC
381
Financial Consulate
Maryland
$448K – – –
LAM
382
Lewis Asset Management
California
$447K -$36.4K -1,596 -8%
SPWG
383
Syntegra Private Wealth Group
Missouri
$443K -$9.34K -410 -2%
PCA
384
Pallas Capital Advisors
Massachusetts
$439K -$6.27K -272 -1%
DBRC
385
D.B. Root & Company
Pennsylvania
$437K -$7.07K -310 -2%
AA
386
Advisory Alpha
Michigan
$437K +$25.8K +1,132 +6%
HCP
387
Hardin Capital Partners
South Carolina
$436K +$436K +19,152 New
ZIM
388
Zacks Investment Management
Illinois
$435K +$5.2K +228 +1%
QCG
389
Quadrant Capital Group
Ohio
$435K +$9.12K +400 +2%
WA
390
Wealth Alliance
New York
$435K +$137K +6,030 +46%
JF
391
Joule Financial
Kentucky
$428K -$6.75K -296 -2%
DIS
392
Diversified Investment Strategies
Louisiana
$425K – – –
RFP
393
RCS Financial Planning
Maryland
$419K +$4.06K +178 +1%
SW
394
Simplicity Wealth
New Jersey
$415K +$10.3K +452 +3%
FA
395
Fermata Advisors
California
$403K -$20.4K -894 -5%
DAS
396
Dynamic Advisor Solutions
Arizona
$393K -$1.82K -80 -0.5%
EWA
397
EverSource Wealth Advisors
Alabama
$385K -$91.9K -3,952 -19%
Mirae Asset Global Investments
398
Mirae Asset Global Investments
South Korea
$385K +$385K +16,820 New
SL
399
Sentinus LLC
Illinois
$384K +$1.87K +82 +0.5%
MCM
400
Maple Capital Management
Vermont
$380K -$366K -16,038 -49%
14 15
16
17 18