Schwab US Aggregate Bond ETF
SCHZ
634 hedge funds and large institutions have $4.72B invested in Schwab US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 266 increasing their positions, 212 reducing their positions, and 45 closing their positions.
127% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 45
31% more capital invested
Capital invested by funds: $3.61B → $4.72B (+$1.11B)
25% more repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 212
14% more funds holding in top 10
Funds holding in top 10: 50 → 57 (+7)
8% more funds holding
Funds holding: 589 → 634 (+45)
45.44% less ownership
Funds ownership: 89.5% → 44.07% (-45%)
85% less call options, than puts
Call options by funds: $5K | Put options by funds: $34K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$21.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$20M |
| 3 |
Goldman Sachs
New York
|
+$17.6M |
| 4 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
+$13.2M |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Theory Financial
Fort Collins,
Colorado
|
-$27.1M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$22.1M |
| 3 |
JP Morgan Chase
New York
|
-$21.7M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$18.6M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPA
676
Capital Performance Advisors
Walnut Creek,
California
| – | -$3.23K | -136 | Closed |
|
|
TIM
677
Tortoise Investment Management
White Plains,
New York
| – | -$2.04K | -86 | Closed |
|
|
PS
678
Planned Solutions
Folsom,
California
| – | -$1.24K | -52 | Closed |
|
|
BGAI
679
Bruce G. Allen Investments
Denver,
Colorado
| – | -$523 | -22 | Closed |
|
|
TRCT
680
Tower Research Capital (TRC)
New York
| – | -$475 | -20 | Closed |
|
681
BNP Paribas Financial Markets
Paris,
France
| – | -$48 | -2 | Closed |
|
SCHZ Hedge Fund Activity: Q4 2024 in Review
634 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2024, worth a combined $4.72B — up 31% from $3.61B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new SCHZ positions and 45 closed out — a net gain of 57 holders — while 266 added to existing stakes and 212 trimmed.
The largest buyer was OneDigital Investment Advisors, adding an estimated $21.6M. The largest seller was Theory Financial, cutting an estimated $27.1M.
- 634 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2024, up from 589 in Q3 2024.
- Funds reported $4.72B of Schwab US Aggregate Bond ETF stock for Q4 2024, up 31% quarter-over-quarter.
- 102 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2024 and 45 closed out, a net change of +57 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2024 was OneDigital Investment Advisors, an estimated $21.6M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2024 was Theory Financial, an estimated $27.1M sold.
Based on aggregated 13F filings for Q4 2024.