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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 %
WAM
451
Worth Asset Management
Texas
$270K -$4.15K -182 -2%
CPA
452
Cardiff Park Advisors
California
$270K +$2.69K +118 +1%
T
453
TCWP
Ohio
$269K +$3.33K +146 +1%
SFA
454
Souders Financial Advisors
Ohio
$266K -$22.4K -982 -8%
ACM
455
AlphaStar Capital Management
North Carolina
$266K -$12.3M -539,430 -98%
AWA
456
Acorn Wealth Advisors
Michigan
$261K -$10K -440 -4%
WF
457
Whelan Financial
California
$261K -$5.65K -248 -2%
PCWA
458
Pacific Capital Wealth Advisors
California
$251K – – –
ALWM
459
Andrews Lucia Wealth Management
California
$248K – – –
WS
460
Wedbush Securities
California
$244K – – –
CF
461
Centaurus Financial
California
$243K +$243K +10,646 New
QCMNJ
462
Quantum Capital Management (New Jersey)
New Jersey
$242K -$41.5K -1,822 -15%
KWM
463
Keebeck Wealth Management
Illinois
$240K +$18K +790 +8%
EA
464
Evolution Advisers
Virginia
$236K +$546 +24 +0.2%
RFG
465
RFP Financial Group
Georgia
$234K +$234K +10,282 New
CFS
466
Cannon Financial Strategists
Georgia
$231K – – –
BBA
467
Braun-Bostich & Associates
Pennsylvania
$231K +$231K +10,130 New
TA
468
TrueWealth Advisors
Alabama
$229K +$1.46K +64 +0.6%
RFA
469
Resurgent Financial Advisors
Georgia
$226K +$226K +9,914 New
Corient Private Wealth
470
Corient Private Wealth
Florida
$226K -$33.8K -1,482 -13%
RW
471
REDW Wealth
New Mexico
$225K -$6.15K -270 -3%
IFA
472
Index Fund Advisors
California
$225K -$3.56K -156 -2%
CCA
473
Clearwater Capital Advisors
Illinois
$224K -$8.3K -364 -4%
REMPR
474
Roof Eidam Maycock Peralta (REMP)
California
$223K – – –
OIA
475
Optimum Investment Advisors
Illinois
$220K +$4.74K +208 +2%
17 18
19
20 21