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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 %
Fidelity Investments
551
Fidelity Investments
Massachusetts
$6.93K -$17.2K -756 -71%
PCM
552
Palouse Capital Management
Washington
$6.02K – – –
OLVIG
553
Oliver Lagore Vanvalin Investment Group
Michigan
$5.98K -$593 -26 -9%
HCP
554
Hexagon Capital Partners
Arkansas
$5.97K +$5.97K +262 New
ACM
555
Anfield Capital Management
California
$4.99K +$595 +26 +14%
NEAM
556
New England Asset Management
Connecticut
$4.56K +$4.56K +200 New
IAIM
557
International Assets Investment Management
Florida
$4.56K +$4.56K +200 New
MRCM
558
M&R Capital Management
New Jersey
$4.33K – – –
JHCP
559
Jackson Hole Capital Partners
Oklahoma
$4.29K – – –
HCM
560
Horrell Capital Management
Arkansas
$4K – – –
CIBC Private Wealth Group
561
CIBC Private Wealth Group
Georgia
$3.67K +$3.67K +160 New
KHC
562
Koesten Hirschmann & Crabtree
Kansas
$3.55K – – –
TFF
563
The Family Firm
Maryland
$3.23K +$3.23K +142 New
BC
564
Barrett & Company
Rhode Island
$3.15K – – –
OAJ
565
Ogorek Anthony Joseph
New York
$3K – – –
KPP
566
Kings Path Partners
Texas
$2.83K +$2.83K +124 New
LFA
567
LGT Financial Advisors
Texas
$2.65K – – –
TIM
568
Thompson Investment Management
Wisconsin
$2.6K +$2.6K +114 New
BGAI
569
Bruce G. Allen Investments
Colorado
$2.48K +$2.48K +108 New
GWM
570
Guardian Wealth Management
Illinois
$2.38K +$274 +12 +13%
S
571
Sachetta
Massachusetts
$2.08K +$692 +30 +50%
SFC
572
Strategic Financial Concepts
Texas
$1.96K +$1.96K +181,100 New
AssetMark Inc
573
AssetMark Inc
California
$1.82K +$1.82K +80 New
Citigroup
574
Citigroup
New York
$1.41K +$1.41K +62 New
BFPW
575
BOK Financial Private Wealth
Colorado
$1.37K – – –
21 22
23
24 25