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Schwab US Aggregate Bond ETF
SCHZ

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: 570 → 592 (+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: 50 → 50 (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

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$74.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$52.8M
3
BWA
BlueSky Wealth Advisors
North Carolina
+$42.7M
4
FCA
FLC Capital Advisors
California
+$22.8M
5
CIAS
CFS Investment Advisory Services
New Jersey
+$15.1M

Top Sellers

1
SFA
Sequoia Financial Advisors
Ohio
-$25.2M
2
OWA
One Wealth Advisors
California
-$15.4M
3
KL
KilterHowling LLC
Colorado
-$12.3M
4
ACM
AlphaStar Capital Management
North Carolina
-$12.2M
5
PWM
Pinnacle Wealth Management
California
-$9.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
601
AlphaQ Advisors
Florida
– -$2.37M -103,184 Closed
NL
602
NWAM LLC
Washington
– -$1.92M -84,542 Closed
SAW
603
Signal Advisors Wealth
Michigan
– -$1.74M -75,624 Closed
LNC
604
Lincoln National Corp
Pennsylvania
– -$1.51M -65,660 Closed
AACR
605
ACR Alpine Capital Research
Missouri
– -$1.09M -47,528 Closed
SFMG
606
Sage Financial Management Group
Virginia
– -$910K -39,572 Closed
Millennium Management
607
Millennium Management
New York
– -$883K -38,398 Closed
BWM
608
BCS Wealth Management
Tennessee
– -$816K -35,470 Closed
SFG
609
Sage Financial Group
Pennsylvania
– -$645K -28,044 Closed
SCM
610
Steele Capital Management
Iowa
– -$441K -19,184 Closed
AC
611
Abbrea Capital
California
– -$427K -18,550 Closed
VAF
612
Values Added Financial
District of Columbia
– -$377K -16,396 Closed
PI
613
PFG Investments
New York
– -$374K -16,264 Closed
BTWM
614
Baker Tilly Wealth Management
Wisconsin
– -$275K -11,954 Closed
RCA
615
Resonant Capital Advisors
Wisconsin
– -$239K -10,396 Closed
SWP
616
Stratos Wealth Partners
Ohio
– -$236K -10,242 Closed
HFA
617
High Falls Advisors
New York
– -$219K -9,522 Closed
SI
618
Saxon Interests
Texas
– -$212K -9,232 Closed
CCM
619
Colorado Capital Management
Colorado
– -$201K -8,766 Closed
CA
620
CoreCap Advisors
Michigan
– -$73.3K -3,188 Closed
NRC
621
New Republic Capital
North Carolina
– -$65.5K -2,850 Closed
LF
622
LifeSteps Financial
California
– -$62.8K -2,730 Closed
IGWM
623
ICA Group Wealth Management
Colorado
– -$52.4K -2,278 Closed
MAM
624
MMA Asset Management
Pennsylvania
– -$14.8K -642 Closed
MIA
625
Milestone Investment Advisors
Wisconsin
– -$7.19K -312 Closed
22 23 24
25
26

SCHZ Hedge Fund Activity: Q2 2024 in Review

592 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2024, worth a combined $4.76B — up 4.7% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SCHZ positions and 36 closed out — a net gain of 27 holders — while 241 added to existing stakes and 217 trimmed.

The largest buyer was Charles Schwab, adding an estimated $74.7M. The largest seller was Sequoia Financial Advisors, cutting an estimated $25.2M.

  • 592 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2024, up from 570 in Q1 2024.
  • Funds reported $4.76B of Schwab US Aggregate Bond ETF stock for Q2 2024, up 4.7% quarter-over-quarter.
  • 63 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2024 and 36 closed out, a net change of +27 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q2 2024 was Charles Schwab, an estimated $74.7M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q2 2024 was Sequoia Financial Advisors, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2024.