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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
RJA
426
Raymond James & Associates
Florida
$326K -$7.05M -311,274 -96%
PA
427
PFG Advisors
Arizona
$325K -$45.7K -2,016 -12%
WFS
428
WealthGarden F.S.
California
$321K +$319K +14,076 New
MOS
429
MGO One Seven
Ohio
$320K +$20.3K +894 +7%
JWBC
430
J.W. Burns & Co
New York
$319K – – –
TIAA Trust, National Association
431
TIAA Trust, National Association
North Carolina
$319K -$7.39K -326 -2%
AFS
432
Access Financial Services
Minnesota
$318K – – –
HWM
433
HB Wealth Management
Georgia
$317K -$114K -5,024 -27%
DZ Bank
434
DZ Bank
Germany
$316K – – –
CL
435
Choreo LLC
Illinois
$315K +$316K +13,946 New
AWM
436
Apollon Wealth Management
South Carolina
$311K +$17.4K +768 +6%
BJL
437
Brighton Jones LLC
Washington
$308K +$9.79K +432 +3%
AAS
438
Ameritas Advisory Services
Nebraska
$305K -$17.4K -768 -5%
EK
439
Evensky & Katz
Florida
$295K -$60.9K -2,688 -17%
EFN
440
Equita Financial Network
Pennsylvania
$292K -$108K -4,766 -27%
WAM
441
WNY Asset Management
New York
$287K -$61.1K -2,696 -18%
GP
442
Girard Partners
Pennsylvania
$287K -$116K -5,114 -29%
SAI
443
Savvy Advisors Inc
New York
$285K +$67.6K +2,984 +31%
OWM
444
Opes Wealth Management
California
$282K +$4.44K +196 +2%
TYCC
445
Texas Yale Capital Corp
Florida
$282K -$11.3K -500 -4%
CWM
446
Certus Wealth Management
California
$279K -$14.8K -654 -5%
RFP
447
Root Financial Partners
California
$278K +$276K +12,194 New
FCIM
448
Fairview Capital Investment Management
California
$276K +$14.7K +650 +6%
SWG
449
Summit Wealth Group
Vermont
$273K +$272K +11,996 New
TSS
450
Two Sigma Securities
New York
$272K +$270K +11,920 New
16 17
18
19 20

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.