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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
REMPR
476
Roof Eidam Maycock Peralta (REMP)
California
$223K – – –
BW
477
Basepoint Wealth
Iowa
$221K +$2.54K +112 +1%
OIA
478
Optimum Investment Advisors
Illinois
$220K +$4.71K +208 +2%
ACP
479
Aveo Capital Partners
Colorado
$218K +$217K +9,568 New
BCM
480
Barden Capital Management
Texas
$214K – – –
PFS
481
Prospera Financial Services
Texas
$213K +$212K +9,346 New
H
482
HoyleCohen
California
$213K -$1.22K -54 -0.6%
BDF
483
Black Diamond Financial
Maryland
$209K +$208K +9,184 New
MI
484
Moneywise Inc
Virginia
$208K -$136K -6,002 -40%
SA
485
SRH Advisors
Kansas
$208K – – –
GCA
486
Genesee Capital Advisors
New York
$206K -$1.41K -62 -0.7%
PFBT
487
Parkside Financial Bank & Trust
Missouri
$193K +$1.86K +82 +1%
VNA
488
Valley National Advisers
Pennsylvania
$167K – – –
SWM
489
Spire Wealth Management
Virginia
$167K -$95.5K -4,216 -37%
PS
490
Principal Securities
Iowa
$165K +$95.6K +4,218 +140%
IRC
491
Investors Research Corp
Georgia
$162K -$12K -530 -7%
S
492
SignatureFD
Georgia
$156K -$23.3K -1,026 -13%
TFA
493
Toth Financial Advisory
Virginia
$156K -$2.49K -110 -2%
PWMG
494
Prestige Wealth Management Group
New Jersey
$150K -$33.5K -1,476 -18%
GJIA
495
Glass Jacobson Investment Advisors
Maryland
$148K – – –
DCM
496
Davis Capital Management
Florida
$145K +$3.08K +136 +2%
FRA
497
Front Row Advisors
California
$133K +$45 +2 +0%
AF
498
Allworth Financial
California
$130K -$4.26K -188 -3%
AWM
499
Aspire Wealth Management
Massachusetts
$121K -$1.22K -54 -1%
Comerica Bank
500
Comerica Bank
Texas
$116K -$123K -5,422 -51%
18 19
20
21 22

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.