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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 %
TAM
576
Tucker Asset Management
Colorado
$1.23K – – –
WWP
577
WR Wealth Planners
Missouri
$1.19K +$1.19K +52 New
PGAM
578
Princeton Global Asset Management
New Jersey
$1.19K +$1.19K +52 New
AA
579
Addison Advisors
Vermont
$1.14K – – –
TF
580
Tompkins Financial
New York
$1.09K – – –
HBW
581
Hazlett, Burt & Watson
West Virginia
$1K – – –
HFS
582
Hantz Financial Services
Michigan
$1K – – –
CA
583
Continuum Advisory
Idaho
$802 -$668 -30 -45%
GWANC
584
Guardian Wealth Advisors (North Carolina)
North Carolina
$729 -$2.51K -110 -77%
ACA
585
Aptus Capital Advisors
Alabama
$729 -$2.51K -110 -77%
SS
586
Sunbelt Securities
Texas
$729 – – –
SRCM
587
Signature Resources Capital Management
California
$612 – – –
SAM
588
Smartleaf Asset Management
Massachusetts
$229 +$229 +10 New
AWM
589
AllSquare Wealth Management
New York
$228 – – –
OSAM
590
O'Shaughnessy Asset Management
Connecticut
$46 – – –
MA
591
MCF Advisors
Kentucky
$1 -$1 – –
OWA
592
One Wealth Advisors
California
– -$15.4M -669,606 Closed
PWM
593
Pinnacle Wealth Management
California
– -$9.79M -425,778 Closed
OMC
594
Old Mission Capital
Illinois
– -$8.57M -372,660 Closed
CBFP
595
Cedar Brook Financial Partners
Ohio
– -$6.58M -286,132 Closed
OFS
596
OneAscent Financial Services
Alabama
– -$3.17M -137,736 Closed
AA
597
AlphaQ Advisors
Florida
– -$2.37M -103,184 Closed
NL
598
NWAM LLC
Washington
– -$1.92M -84,542 Closed
SAW
599
Signal Advisors Wealth
Michigan
– -$1.74M -75,624 Closed
LNC
600
Lincoln National Corp
Pennsylvania
– -$1.51M -65,660 Closed
22 23
24
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