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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 %
AIM
401
AHL Investment Management
Florida
$380K +$151K +6,630 +66%
RWM
402
RBA Wealth Management
California
$379K +$45K +1,976 +13%
CMP
403
Courage Miller Partners
Virginia
$377K -$7.52K -330 -2%
Fisher Asset Management
404
Fisher Asset Management
Washington
$375K +$145K +6,346 +63%
MWA
405
Merkkuri Wealth Advisors
New York
$373K +$373K +16,374 New
HOWA
406
Heritage Oak Wealth Advisors
Florida
$372K +$372K +16,338 New
PAG
407
Powers Advisory Group
Illinois
$369K -$3.1K -136 -0.8%
CPRC
408
Consolidated Portfolio Review Corp
New York
$367K -$3.78K -166 -1%
RF
409
RHS Financial
California
$367K -$56.5K -2,480 -13%
1WM
410
1900 Wealth Management
Texas
$366K -$556K -24,412 -60%
GWA
411
Geometric Wealth Advisors
District of Columbia
$354K +$55.4K +2,430 +19%
KFS
412
Kaizen Financial Strategies
California
$350K -$6.85M -296,300 -95%
PEA
413
Park Edge Advisors
Ohio
$347K -$222K -9,748 -39%
VDI
414
Vaughan David Investments
Illinois
$343K – – –
GI
415
GS Investments
Minnesota
$339K -$13.7K -600 -4%
OAP
416
One Advisory Partners
Kansas
$338K +$139K +6,104 +70%
MCA
417
MSH Capital Advisors
Arizona
$335K +$335K +14,712 New
WWM
418
Western Wealth Management
Colorado
$334K +$2.14K +94 +0.6%
GSEP
419
Golden State Equity Partners
California
$332K +$332K +14,550 New
BSW
420
Buckingham Strategic Wealth
Missouri
$330K -$194K -8,526 -37%
PIFP
421
Partners in Financial Planning
Virginia
$327K +$21.3K +936 +7%
BMCM
422
Burns Matteson Capital Management
New York
$326K -$40.9K -1,794 -11%
AIMC
423
Alley Investment Management Company
Illinois
$326K +$4.42K +194 +1%
RJA
424
Raymond James & Associates
Florida
$326K -$7.09M -311,274 -96%
PA
425
PFG Advisors
Arizona
$325K -$45.9K -2,016 -12%
15 16
17
18 19