We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

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: 570592 (+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: 5050 (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
Name Holding Trade Value Shares
Change
Change in
Stake
GI
551
Gradient Investments
Minnesota
$8.19K +$4.89K +216 +150%
AA
552
Atmos Advisory
Pennsylvania
$7.2K
BEI
553
Benjamin Edwards Inc
Missouri
$7K
BAM
554
Bellevue Asset Management
Washington
$6.97K
Fidelity Investments
555
Fidelity Investments
Massachusetts
$6.93K -$17.1K -756 -71%
PCM
556
Palouse Capital Management
Washington
$6.02K
OLVIG
557
Oliver Lagore Vanvalin Investment Group
Michigan
$5.98K -$589 -26 -9%
HCP
558
Hexagon Capital Partners
Arkansas
$5.97K +$5.94K +262 New
ACM
559
Anfield Capital Management
California
$4.99K +$589 +26 +14%
IAIM
560
International Assets Investment Management
Florida
$4.56K +$4.53K +200 New
NEAM
561
New England Asset Management
Connecticut
$4.56K +$4.53K +200 New
MRCM
562
M&R Capital Management
New Jersey
$4.33K
JHCP
563
Jackson Hole Capital Partners
Oklahoma
$4.29K
HCM
564
Horrell Capital Management
Arkansas
$4K
CIBC Private Wealth Group
565
CIBC Private Wealth Group
Georgia
$3.67K +$3.63K +160 New
KHC
566
Koesten Hirschmann & Crabtree
Kansas
$3.55K
TFF
567
The Family Firm
Maryland
$3.23K +$3.22K +142 New
BC
568
Barrett & Company
Rhode Island
$3.15K
OAJ
569
Ogorek Anthony Joseph
New York
$3K
KPP
570
Kings Path Partners
Texas
$2.83K +$2.81K +124 New
LFA
571
LGT Financial Advisors
Texas
$2.65K
TIM
572
Thompson Investment Management
Wisconsin
$2.6K +$2.58K +114 New
BGAI
573
Bruce G. Allen Investments
Colorado
$2.48K +$2.45K +108 New
GWMI
574
Guardian Wealth Management (Illinois)
Illinois
$2.38K +$272 +12 +13%
S
575
Sachetta
Massachusetts
$2.08K +$680 +30 +50%