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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$68.7M |
| 2 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$63.4M |
| 3 |
KHCM
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
+$35.6M |
| 4 |
JP Morgan Chase
New York
|
+$32.3M |
| 5 |
TF
Theory Financial
Fort Collins,
Colorado
|
+$30.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$1.54B |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$14.5M |
| 3 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$13.3M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$13.1M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$12.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFG
626
Albion Financial Group
Salt Lake City,
Utah
| – | -$12K | -526 | Closed |
|
|
ATPW
627
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$8.93K | -392 | Closed |
|
|
MWM
628
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$8.8K | -386 | Closed |
|
|
GI
629
Gradient Investments
Arden Hills,
Minnesota
| – | -$8.19K | -360 | Closed |
|
|
BEI
630
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$7K | -328 | Closed |
|
|
IAIM
631
International Assets Investment Management
Orlando,
Florida
| – | -$4.56K | -200 | Closed |
|
|
TFF
632
The Family Firm
Bethesda,
Maryland
| – | -$3.23K | -142 | Closed |
|
633
Citigroup
New York
| – | -$1.41K | -62 | Closed |
|
|
PGAM
634
Princeton Global Asset Management
Princeton,
New Jersey
| – | -$1.19K | -52 | Closed |
|
|
SAM
635
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$229 | -10 | Closed |
|
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.