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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 %
FLA
26
Financial Life Advisors
Texas
$24.3M +$1.4M +61,498 +6%
Morgan Stanley
27
Morgan Stanley
New York
$23.8M +$305K +13,404 +1%
TWM
28
TSA Wealth Management
Texas
$23.5M +$3.35M +147,170 +17%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$23.4M -$1.9M -83,386 -8%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.2M +$169K +7,400 +0.7%
Bank of America
31
Bank of America
North Carolina
$23.1M +$706K +30,996 +3%
APW
32
Austin Private Wealth
Texas
$23.1M +$1.13M +49,790 +5%
FCA
33
FLC Capital Advisors
California
$22.9M +$22.9M +1,005,530 New
MAG
34
Mokosak Advisory Group
Iowa
$21.7M +$479K +21,030 +2%
SA
35
Sanctuary Advisors
Indiana
$20.6M +$20.6M +918,938 New
PSA
36
Plum Street Advisors
Louisiana
$17.7M -$1.68M -73,578 -9%
UCFA
37
United Capital Financial Advisors
Texas
$17.6M -$215K -9,422 -1%
KL
38
KilterHowling LLC
Colorado
$17.3M -$12.3M -541,846 -42%
TC
39
Tenret Company
Florida
$16M +$386K +16,948 +2%
CIAS
40
CFS Investment Advisory Services
New Jersey
$15.2M +$15.2M +666,562 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$15.1M -$327K -14,330 -2%
PWMG
42
Pioneer Wealth Management Group
Texas
$15.1M +$2M +87,976 +15%
CWM
43
Congress Wealth Management
Massachusetts
$14.5M +$433K +18,992 +3%
FWP
44
FAS Wealth Partners
Kansas
$14.5M -$97.5K -4,278 -0.7%
RWP
45
Revolve Wealth Partners
New Jersey
$14.3M +$1.46M +63,902 +11%
AAS
46
Avantax Advisory Services
Texas
$14M +$3.6M +157,896 +35%
MA
47
Mutual Advisors
Nebraska
$13.2M +$653K +28,262 +5%
JJBC
48
James J. Burns & Company
New York
$13.2M +$4.04M +177,216 +44%
AP
49
Advisors Preferred
Maryland
$13.1M +$13.1M +578,480 New
LFG
50
Larson Financial Group
Missouri
$12.4M -$1.56M -68,596 -11%
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