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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
1
Charles Schwab
California
$1.54B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$257M
3
BWA
3
BlueSky Wealth Advisors
North Carolina
$42.9M
4
FCA
4
FLC Capital Advisors
California
$22.9M
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$15.2M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$831K
2
OWA
2
One Wealth Advisors
California
$0
3
KL
3
KilterHowling LLC
Colorado
$17.3M
4
ACM
4
AlphaStar Capital Management
North Carolina
$266K
5
PWM
5
Pinnacle Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WFS
426
WealthGarden F.S.
California
$321K +$321K +14,076 New
MOS
427
MGO One Seven
Ohio
$320K +$20.4K +894 +7%
JWBC
428
J.W. Burns & Co
New York
$319K – – –
TIAA Trust, National Association
429
TIAA Trust, National Association
North Carolina
$319K -$7.43K -326 -2%
AFS
430
Access Financial Services
Minnesota
$318K – – –
HWM
431
HB Wealth Management
Georgia
$317K -$115K -5,024 -27%
DZ Bank
432
DZ Bank
Germany
$316K – – –
CL
433
Choreo LLC
Illinois
$315K +$315K +13,946 New
AWM
434
Apollon Wealth Management
South Carolina
$311K +$17.5K +768 +6%
BJL
435
Brighton Jones LLC
Washington
$308K +$9.85K +432 +3%
AAS
436
Ameritas Advisory Services
Nebraska
$305K -$17.5K -768 -5%
EK
437
Evensky & Katz
Florida
$295K -$61.3K -2,688 -17%
EFN
438
Equita Financial Network
Pennsylvania
$292K -$109K -4,766 -27%
WAM
439
WNY Asset Management
New York
$287K -$61.4K -2,696 -18%
GP
440
Girard Partners
Pennsylvania
$287K -$117K -5,114 -29%
SAI
441
Savvy Advisors Inc
New York
$285K +$68K +2,984 +31%
OWM
442
Opes Wealth Management
California
$282K +$4.47K +196 +2%
TYCC
443
Texas Yale Capital Corp
Florida
$282K -$11.4K -500 -4%
CWM
444
Certus Wealth Management
California
$279K -$14.9K -654 -5%
RFP
445
Root Financial Partners
California
$278K +$278K +12,194 New
FCIM
446
Fairview Capital Investment Management
California
$276K +$14.8K +650 +6%
SWG
447
Summit Wealth Group
Vermont
$273K +$273K +11,996 New
TSS
448
Two Sigma Securities
New York
$272K +$272K +11,920 New
RW
449
Regimen Wealth
Georgia
$271K +$271K +11,908 New
MCM
450
MidAtlantic Capital Management
Virginia
$271K -$16K -700 -6%
16 17
18
19 20