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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 %
HCM
526
Hollencrest Capital Management
California
$30.9K +$23.6K +1,034 +321%
PIP
527
Peachtree Investment Partners
Florida
$29.6K – – –
WIM
528
Westside Investment Management
California
$25.4K – – –
KFS
529
Kelly Financial Services
Massachusetts
$25.2K +$729 +32 +3%
NP
530
NorthRock Partners
Minnesota
$24K +$7.48K +328 +45%
SIS
531
Strategic Investment Solutions
Illinois
$23.7K +$23.7K +876 New
WCM
532
Weaver Capital Management
Georgia
$23.2K – – –
MHR
533
Matthew Hamilton Rosenberg
$21.1K – – –
FVIM
534
Fort Vancouver Investment Management
Washington
$19.6K +$19.6K +862 New
NA
535
NewEdge Advisors
Louisiana
$17.7K -$9.2K -404 -34%
GWSG
536
GPS Wealth Strategies Group
Colorado
$15.2K +$15.2K +668 New
HWA
537
Heritage Wealth Advisors
Virginia
$15.1K – – –
PA
538
Pineridge Advisors
Missouri
$13K – – –
Bank of Montreal
539
Bank of Montreal
Ontario, Canada
$12.9K -$25.9K -1,128 -67%
MA
540
Montag & Associates
Georgia
$12.5K +$137 +6 +1%
AFG
541
Albion Financial Group
Utah
$12K – – –
MFT
542
Moisand Fitzgerald Tamayo
Florida
$10.4K – – –
CI
543
Cordant Inc
Oregon
$10.3K – – –
EWM
544
EPG Wealth Management
Georgia
$9.12K -$9.2K -400 Closed
ATPW
545
Ashton Thomas Private Wealth
Arizona
$8.93K +$8.93K +392 New
MWM
546
Mascoma Wealth Management
New Hampshire
$8.8K – – –
GI
547
Gradient Investments
Minnesota
$8.19K +$4.91K +216 +150%
AA
548
Atmos Advisory
Pennsylvania
$7.2K – – –
BEI
549
Benjamin Edwards Inc
Missouri
$7K – – –
BAM
550
Bellevue Asset Management
Washington
$6.97K – – –
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