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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 %
ACP
476
Aveo Capital Partners
Colorado
$218K +$218K +9,568 New
BCM
477
Barden Capital Management
Texas
$214K – – –
PFS
478
Prospera Financial Services
Texas
$213K +$213K +9,346 New
H
479
HoyleCohen
California
$213K -$1.23K -54 -0.6%
BDF
480
Black Diamond Financial
Maryland
$209K +$209K +9,184 New
MI
481
Moneywise Inc
Virginia
$208K -$137K -6,002 -40%
SA
482
SRH Advisors
Kansas
$208K – – –
GCA
483
Genesee Capital Advisors
New York
$206K -$1.41K -62 -0.7%
PFBT
484
Parkside Financial Bank & Trust
Missouri
$193K +$1.87K +82 +1%
VNA
485
Valley National Advisers
Pennsylvania
$167K – – –
SWM
486
Spire Wealth Management
Virginia
$167K -$96.1K -4,216 -37%
PS
487
Principal Securities
Iowa
$165K +$96.1K +4,218 +140%
IRC
488
Investors Research Corp
Georgia
$162K -$12.1K -530 -7%
S
489
SignatureFD
Georgia
$156K -$23.4K -1,026 -13%
TFA
490
Toth Financial Advisory
Virginia
$156K -$2.51K -110 -2%
PWMG
491
Prestige Wealth Management Group
New Jersey
$150K -$33.6K -1,476 -18%
GJIA
492
Glass Jacobson Investment Advisors
Maryland
$148K – – –
DCM
493
Davis Capital Management
Florida
$145K +$3.07K +136 +2%
FRA
494
Front Row Advisors
California
$133K +$46 +2 +0%
AF
495
Allworth Financial
California
$130K -$4.33K -188 -3%
AWM
496
Aspire Wealth Management
Massachusetts
$121K -$1.23K -54 -1%
Comerica Bank
497
Comerica Bank
Texas
$116K -$124K -5,422 -51%
MSG
498
Main Street Group
Virginia
$114K -$15.5K -686 -12%
BlackRock
499
BlackRock
New York
$96K +$2.05K +90 +2%
CIAS
500
Capital Investment Advisory Services
North Carolina
$95.8K – – –
18 19
20
21 22