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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
RW
451
Regimen Wealth
Georgia
$271K +$270K +11,908 New
MCM
452
MidAtlantic Capital Management
Virginia
$271K -$15.9K -700 -6%
WAM
453
Worth Asset Management
Texas
$270K -$4.13K -182 -2%
CPA
454
Cardiff Park Advisors
California
$270K +$2.67K +118 +1%
T
455
TCWP
Ohio
$269K +$3.31K +146 +1%
SFA
456
Souders Financial Advisors
Ohio
$266K -$22.3K -982 -8%
ACM
457
AlphaStar Capital Management
North Carolina
$266K -$12.2M -539,430 -98%
AWA
458
Acorn Wealth Advisors
Michigan
$261K -$9.97K -440 -4%
WF
459
Whelan Financial
California
$261K -$5.62K -248 -2%
PCWA
460
Pacific Capital Wealth Advisors
California
$251K – – –
ALWM
461
Andrews Lucia Wealth Management
California
$248K – – –
WS
462
Wedbush Securities
California
$244K – – –
CF
463
Centaurus Financial
California
$243K +$241K +10,646 New
QCMNJ
464
Quantum Capital Management (New Jersey)
New Jersey
$242K -$41.3K -1,822 -15%
KWM
465
Keebeck Wealth Management
Illinois
$240K +$17.9K +790 +8%
EA
466
Evolution Advisers
Virginia
$236K +$544 +24 +0.2%
RFG
467
RFP Financial Group
Georgia
$234K +$233K +10,282 New
CFS
468
Cannon Financial Strategists
Georgia
$231K – – –
BBA
469
Braun-Bostich & Associates
Pennsylvania
$231K +$230K +10,130 New
TA
470
TrueWealth Advisors
Alabama
$229K +$1.45K +64 +0.6%
RFA
471
Resurgent Financial Advisors
Georgia
$226K +$225K +9,914 New
Corient Private Wealth
472
Corient Private Wealth
Florida
$226K -$33.6K -1,482 -13%
RW
473
REDW Wealth
New Mexico
$225K -$6.12K -270 -3%
IFA
474
Index Fund Advisors
California
$225K -$3.54K -156 -2%
CCA
475
Clearwater Capital Advisors
Illinois
$224K -$8.25K -364 -4%
17 18
19
20 21

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.