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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
MSG
501
Main Street Group
Virginia
$114K -$15.5K -686 -12%
BlackRock
502
BlackRock
New York
$96K +$2.04K +90 +2%
CIAS
503
Capital Investment Advisory Services
North Carolina
$95.8K – – –
GIP
504
Granite Investment Partners
California
$86.1K – – –
CHA
505
Carmichael Hill & Associates
Maryland
$83.5K – – –
SPIA
506
Steward Partners Investment Advisory
New York
$77.4K -$39K -1,722 -34%
WWMSC
507
Wagner Wealth Management (South Carolina)
South Carolina
$72.9K +$8.48K +374 +13%
SC
508
Stephens Consulting
Michigan
$71.2K +$39.3K +1,734 +125%
TAM
509
Townsend Asset Management
North Carolina
$68.5K -$17.5K -772 -20%
Wells Fargo
510
Wells Fargo
California
$67.1K -$941K -41,508 -93%
CA
511
Clearstead Advisors
Ohio
$66.4K +$136 +6 +0.2%
RF
512
Robinswood Financial
Washington
$62.8K +$21.5K +950 +53%
PA
513
Parallel Advisors
California
$61.7K -$840K -37,070 -93%
WOSD
514
WFA of San Diego
California
$61.6K +$61.2K +2,702 New
National Bank of Canada
515
National Bank of Canada
Quebec, Canada
$59.9K – – –
GWS
516
Glassman Wealth Services
Virginia
$57K +$56.7K +2,500 New
HGERS
517
Householder Group Estate & Retirement Specialist
Arizona
$52K – – –
William Blair & Company
518
William Blair & Company
Illinois
$51.6K – – –
PNC Financial Services Group
519
PNC Financial Services Group
Pennsylvania
$50.6K +$17.9K +788 +55%
CPG
520
Custom Portfolio Group
Colorado
$50.1K – – –
CIA
521
Cape Investment Advisory
Georgia
$46.3K -$15.5K -686 -25%
CFGS
522
Concourse Financial Group Securities
Alabama
$45.8K – – –
SIC
523
Salem Investment Counselors
North Carolina
$43.7K -$45 -2 -0.1%
RDIA
524
RE Dickinson Investment Advisors
Iowa
$43.5K -$26K -1,146 -38%
DFA
525
DHJJ Financial Advisors
Illinois
$43.3K +$227 +10 +0.5%
19 20
21
22 23

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.