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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
SL
401
Sentinus LLC
Illinois
$384K +$1.86K +82 +0.5%
MCM
402
Maple Capital Management
Vermont
$380K -$363K -16,038 -49%
AIM
403
AHL Investment Management
Florida
$380K +$150K +6,630 +66%
RWM
404
RBA Wealth Management
California
$379K +$44.8K +1,976 +13%
CMP
405
Courage Miller Partners
Virginia
$377K -$7.48K -330 -2%
Fisher Asset Management
406
Fisher Asset Management
Washington
$375K +$144K +6,346 +63%
MWA
407
Merkkuri Wealth Advisors
New York
$373K +$371K +16,374 New
HOWA
408
Heritage Oak Wealth Advisors
Florida
$372K +$370K +16,338 New
PAG
409
Powers Advisory Group
Illinois
$369K -$3.08K -136 -0.8%
CPRC
410
Consolidated Portfolio Review Corp
New York
$367K -$3.76K -166 -1%
RF
411
RHS Financial
California
$367K -$56.2K -2,480 -13%
1WM
412
1900 Wealth Management
Texas
$366K -$553K -24,412 -60%
GWA
413
Geometric Wealth Advisors
District of Columbia
$354K +$55.1K +2,430 +19%
KFS
414
Kaizen Financial Strategies
California
$350K -$6.72M -296,300 -95%
PEA
415
Park Edge Advisors
Ohio
$347K -$221K -9,748 -39%
VDI
416
Vaughan David Investments
Illinois
$343K – – –
GI
417
GS Investments
Minnesota
$339K -$13.6K -600 -4%
OAP
418
One Advisory Partners
Kansas
$338K +$138K +6,104 +70%
MCA
419
MSH Capital Advisors
Arizona
$335K +$333K +14,712 New
WWM
420
Western Wealth Management
Colorado
$334K +$2.13K +94 +0.6%
GSEP
421
Golden State Equity Partners
California
$332K +$330K +14,550 New
BSW
422
Buckingham Strategic Wealth
Missouri
$330K -$193K -8,526 -37%
PIFP
423
Partners in Financial Planning
Virginia
$327K +$21.2K +936 +7%
BMCM
424
Burns Matteson Capital Management
New York
$326K -$40.7K -1,794 -11%
AIMC
425
Alley Investment Management Company
Illinois
$326K +$4.4K +194 +1%
15 16
17
18 19

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.