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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 %
AACR
601
ACR Alpine Capital Research
Missouri
– -$1.09M -47,528 Closed
SFMG
602
Sage Financial Management Group
Virginia
– -$910K -39,572 Closed
Millennium Management
603
Millennium Management
New York
– -$883K -38,398 Closed
BWM
604
BCS Wealth Management
Tennessee
– -$816K -35,470 Closed
SFG
605
Sage Financial Group
Pennsylvania
– -$645K -28,044 Closed
SCM
606
Steele Capital Management
Iowa
– -$441K -19,184 Closed
AC
607
Abbrea Capital
California
– -$427K -18,550 Closed
VAF
608
Values Added Financial
District of Columbia
– -$377K -16,396 Closed
PI
609
PFG Investments
New York
– -$374K -16,264 Closed
BTWM
610
Baker Tilly Wealth Management
Wisconsin
– -$275K -11,954 Closed
RCA
611
Resonant Capital Advisors
Wisconsin
– -$239K -10,396 Closed
SWP
612
Stratos Wealth Partners
Ohio
– -$236K -10,242 Closed
HFA
613
High Falls Advisors
New York
– -$219K -9,522 Closed
SI
614
Saxon Interests
Texas
– -$212K -9,232 Closed
CCM
615
Colorado Capital Management
Colorado
– -$201K -8,766 Closed
CA
616
CoreCap Advisors
Michigan
– -$73.3K -3,188 Closed
NRC
617
New Republic Capital
North Carolina
– -$65.6K -2,850 Closed
LF
618
LifeSteps Financial
California
– -$62.8K -2,730 Closed
IGWM
619
ICA Group Wealth Management
Colorado
– -$52.4K -2,278 Closed
MAM
620
MMA Asset Management
Pennsylvania
– -$14.8K -642 Closed
MIA
621
Milestone Investment Advisors
Wisconsin
– -$7.19K -312 Closed
PCMC
622
Private Capital Management (Colorado)
Colorado
– -$5.89K -256 Closed
CWM
623
CarsonAllaria Wealth Management
Illinois
– -$3.22K -140 Closed
AIA
624
Armor Investment Advisors
North Carolina
– -$2.67K -116 Closed
PAM
625
Palisade Asset Management
Minnesota
– -$1.29K -56 Closed
22 23 24
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