SCHZ icon

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 %
GIP
501
Granite Investment Partners
California
$86.1K – – –
CHA
502
Carmichael Hill & Associates
Maryland
$83.5K – – –
SPIA
503
Steward Partners Investment Advisory
New York
$77.4K -$39.2K -1,722 -34%
WWM
504
Wagner Wealth Management
South Carolina
$72.9K +$8.53K +374 +13%
SC
505
Stephens Consulting
Michigan
$71.2K +$39.5K +1,734 +125%
TAM
506
Townsend Asset Management
North Carolina
$68.5K -$17.6K -772 -20%
Wells Fargo
507
Wells Fargo
California
$67.1K -$946K -41,508 -93%
CA
508
Clearstead Advisors
Ohio
$66.4K +$137 +6 +0.2%
PA
509
Parallel Advisors
California
$61.7K -$845K -37,070 -93%
WOSD
510
WFA of San Diego
California
$61.6K +$61.6K +2,702 New
National Bank of Canada
511
National Bank of Canada
Quebec, Canada
$59.9K – – –
GWS
512
Glassman Wealth Services
Virginia
$57K +$57K +2,500 New
HGERS
513
Householder Group Estate & Retirement Specialist
Arizona
$52K – – –
William Blair & Company
514
William Blair & Company
Illinois
$51.6K – – –
PNC Financial Services Group
515
PNC Financial Services Group
Pennsylvania
$50.6K +$18K +788 +55%
CPG
516
Custom Portfolio Group
Colorado
$50.1K – – –
CIA
517
Cape Investment Advisory
Georgia
$46.3K -$15.6K -686 -25%
CFGS
518
Concourse Financial Group Securities
Alabama
$45.8K – – –
SIC
519
Salem Investment Counselors
North Carolina
$43.7K -$46 -2 -0.1%
RDIA
520
RE Dickinson Investment Advisors
Iowa
$43.5K -$26.1K -1,146 -38%
DFA
521
DHJJ Financial Advisors
Illinois
$43.3K +$228 +10 +0.5%
CPG
522
Cornerstone Planning Group
New Jersey
$39.6K -$46.4K -1,972 -54%
CMA
523
Cedar Mountain Advisors
Oregon
$38.8K +$365 +16 +1%
FMP
524
Financial Management Professionals
Texas
$36K – – –
LB
525
Legacy Bridge
Iowa
$34.9K – – –
19 20
21
22 23