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Schwab US Aggregate Bond ETF
SCHZ

589 hedge funds and large institutions have $3.61B invested in Schwab US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 268 increasing their positions, 195 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 195

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

0% more funds holding in top 10

Funds holding in top 10: 50 → 50 (0)

1% less funds holding

Funds holding: 592 → 589 (-3)

24% less capital invested

Capital invested by funds: $4.76B → $3.61B (-$1.15B)

34.71% less ownership

Funds ownership: 124.22% → 89.5% (-35%)

Holders
589
Holders Change
-3
Holders Change %
-0.51%
% of All Funds
8.46%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
49
Increased
268
Reduced
195
Closed
44
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$82K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$68.7M
2
CST
Charles Schwab Trust
Nevada
+$63.4M
3
KHCM
Kirtland Hills Capital Management
Ohio
+$35.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$32.3M
5
TF
Theory Financial
Colorado
+$30.9M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$1.54B
2
FWP
FAS Wealth Partners
Kansas
-$14.5M
3
ML
McAdam LLC
Pennsylvania
-$13.3M
4
AP
Advisors Preferred
Maryland
-$13.1M
5
APP
Avantax Planning Partners
Iowa
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
551
Hexagon Capital Partners
Arkansas
$6.22K – – –
NEAM
552
New England Asset Management
Connecticut
$4.75K – – –
MRCM
553
M&R Capital Management
New Jersey
$4.51K – – –
JHCP
554
Jackson Hole Capital Partners
Oklahoma
$4.47K – – –
HCM
555
Horrell Capital Management
Arkansas
$4K – – –
CIBC Private Wealth Group
556
CIBC Private Wealth Group
Georgia
$3.8K – – –
KHC
557
Koesten Hirschmann & Crabtree
Kansas
$3.74K +$94 +4 +3%
BC
558
Barrett & Company
Rhode Island
$3.28K – – –
CPA
559
Capital Performance Advisors
California
$3.23K +$3.18K +136 New
ACA
560
Aptus Capital Advisors
Alabama
$3.11K +$5.38K +230 +719%
HCM
561
Hollencrest Capital Management
California
$3.09K -$28.7K -1,226 -90%
OAJ
562
Ogorek Anthony Joseph
New York
$3K +$47 +2 +1%
KPP
563
Kings Path Partners
Texas
$2.95K – – –
LFA
564
LGT Financial Advisors
Texas
$2.79K +$47 +2 +2%
TIM
565
Thompson Investment Management
Wisconsin
$2.71K – – –
GWMI
566
Guardian Wealth Management (Illinois)
Illinois
$2.61K +$140 +6 +6%
BAM
567
Bellevue Asset Management
Washington
$2.52K -$4.68K -200 -65%
ACM
568
Anfield Capital Management
California
$2.35K -$468 -20 -9%
S
569
Sachetta
Massachusetts
$2.15K – – –
TIM
570
Tortoise Investment Management
New York
$2.04K +$2.01K +86 New
BFPW
571
BOK Financial Private Wealth
Colorado
$1.43K – – –
TAM
572
Tucker Asset Management
Colorado
$1.28K – – –
WWP
573
WR Wealth Planners
Missouri
$1.25K – – –
AC
574
AlphaCore Capital
California
$1.24K +$1.22K +52 New
PS
575
Planned Solutions
California
$1.24K +$1.22K +52 New
21 22
23
24 25

SCHZ Hedge Fund Activity: Q3 2024 in Review

589 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2024, worth a combined $3.61B — down 24% from $4.76B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SCHZ positions and 44 closed out — a net gain of 5 holders — while 268 added to existing stakes and 195 trimmed.

The largest buyer was Ameriprise, adding an estimated $68.7M. The largest seller was Charles Schwab, exiting entirely with an estimated $1.54B sold.

  • 589 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2024, down from 592 in Q2 2024.
  • Funds reported $3.61B of Schwab US Aggregate Bond ETF stock for Q3 2024, down 24% quarter-over-quarter.
  • 49 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2024 and 44 closed out, a net change of +5 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q3 2024 was Ameriprise, an estimated $68.7M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q3 2024 was Charles Schwab, an estimated $1.54B sold.

Based on aggregated 13F filings for Q3 2024.