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Schwab US Aggregate Bond ETF
SCHZ

570 hedge funds and large institutions have $4.55B invested in Schwab US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 254 increasing their positions, 202 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 202

1% less capital invested

Capital invested by funds: $4.61B → $4.55B (-$64.3M)

3% less funds holding

Funds holding: 590 → 570 (-20)

7.39% less ownership

Funds ownership: 126.71% → 119.33% (-7.4%)

15% less funds holding in top 10

Funds holding in top 10: 59 → 50 (-9)

17% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 54

83% less call options, than puts

Call options by funds: $28K | Put options by funds: $166K

Holders
570
Holders Change
-20
Holders Change %
-3.39%
% of All Funds
8.21%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
0.72%
New
45
Increased
254
Reduced
202
Closed
54
Calls
$28K
Puts
$166K
Net Calls
-$138K
Net Calls Change
-$194K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$246M
2
APP
Avantax Planning Partners
Iowa
+$27.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$26.2M
4
Mariner
Mariner
Kansas
+$11.9M
5
FRA
FFG Retirement Advisors
Colorado
+$11.2M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$194M
2
RA
Rational Advisors
New York
-$100M
3
DWM
Destination Wealth Management
California
-$61.4M
4
BWA
BlueSky Wealth Advisors
North Carolina
-$40.4M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$36.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
51
Waterford Advisors
New York
$10.9M +$13.8K +602 +0.1%
CM
52
Columbus Macro
Pennsylvania
$10.6M -$1.17M -50,690 -10%
AAS
53
Avantax Advisory Services
Texas
$10.5M +$1.52M +66,094 +17%
AA
54
Apriem Advisors
California
$10.5M +$10.1M +440,046 +2,886%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$10.4M +$1.04M +45,248 +11%
M
56
MYeCFO
California
$10.3M +$67.7K +2,946 +0.7%
CA
57
Cetera Advisors
Colorado
$10.1M +$8.62M +374,962 +572%
JFG
58
JMG Financial Group
Illinois
$9.96M -$92.8K -4,038 -0.9%
LIM
59
Leavell Investment Management
Alabama
$9.91M -$50.4K -2,192 -0.5%
BTI
60
Blue Trust Inc
Georgia
$9.9M +$3.89M +169,206 +65%
PWM
61
Pinnacle Wealth Management
California
$9.79M -$475K -20,674 -5%
LPL Financial
62
LPL Financial
California
$9.68M -$274K -11,926 -3%
VFPW
63
Vantage Financial Partners (Wisconsin)
Wisconsin
$9.55M +$107K +4,650 +1%
KV
64
Kickstand Ventures
New York
$9.39M +$255K +11,110 +3%
CWS
65
Cypress Wealth Services
California
$9.36M +$1.26M +54,990 +16%
IWC
66
Integrated Wealth Concepts
Massachusetts
$9.27M +$749K +32,582 +9%
JJBC
67
James J. Burns & Company
New York
$9.13M -$3.8M -165,416 -29%
Creative Planning
68
Creative Planning
Kansas
$9.1M -$814K -35,410 -8%
WP
69
WealthShield Partners
North Carolina
$9.02M +$3.51M +152,536 +64%
Osaic Holdings
70
Osaic Holdings
Arizona
$8.98M -$5.49M -238,640 -38%
BBWP
71
Beacon Bridge Wealth Partners
Pennsylvania
$8.81M +$137K +5,946 +2%
WA
72
Waverly Advisors
Alabama
$8.76M +$5.25M +228,440 +150%
FCH
73
Freestone Capital Holdings
Washington
$8.72M -$760K -33,050 -8%
OMC
74
Old Mission Capital
Illinois
$8.57M +$8.57M +372,660 New
MWM
75
MorganRosel Wealth Management
Colorado
$8.54M -$5.02M -218,536 -37%
1 2
3
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SCHZ Hedge Fund Activity: Q1 2024 in Review

570 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2024, worth a combined $4.55B — down 1.4% from $4.61B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of SCHZ and 45 opened new positions — a net loss of 9 holders — while 202 trimmed existing stakes and 254 added.

The largest buyer was Charles Schwab, adding an estimated $246M. The largest seller was Cerity Partners, cutting an estimated $194M.

  • 570 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2024, down from 590 in Q4 2023.
  • Funds reported $4.55B of Schwab US Aggregate Bond ETF stock for Q1 2024, down 1.4% quarter-over-quarter.
  • 45 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2024 and 54 closed out, a net change of -9 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q1 2024 was Charles Schwab, an estimated $246M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q1 2024 was Cerity Partners, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2024.