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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 %
AIA
51
Alera Investment Advisors
Illinois
$12.3M +$12.3M +539,758 New
Jones Financial Companies
52
Jones Financial Companies
Missouri
$11.9M +$1.53M +67,296 +15%
BDFN
53
Bond & Devick Financial Network
Minnesota
$11.7M +$736K +32,312 +7%
MGIA
54
Moneta Group Investment Advisors
Missouri
$11.5M -$5.15K -226 -0%
CKAIS
55
Christensen King & Associates Investment Services
Washington
$11.5M -$2.42K -106 -0%
FRA
56
FFG Retirement Advisors
Colorado
$11.4M +$311K +13,634 +3%
KV
57
Kickstand Ventures
New York
$10.9M +$1.63M +71,458 +18%
WA
58
Waterford Advisors
New York
$10.7M -$67.5K -2,962 -0.6%
CWS
59
Cypress Wealth Services
California
$10.5M +$1.22M +53,614 +13%
Osaic Holdings
60
Osaic Holdings
Arizona
$10.5M +$1.58M +69,298 +18%
M
61
MYeCFO
California
$10.4M +$250K +10,984 +2%
LPL Financial
62
LPL Financial
California
$10.2M +$622K +27,276 +6%
MAG
63
Members Advisory Group
New York
$10.1M -$1.66M -72,648 -14%
CM
64
Columbus Macro
Pennsylvania
$10M -$459K -20,102 -4%
BTI
65
Blue Trust Inc
Georgia
$9.9M – – –
IWC
66
Integrated Wealth Concepts
Massachusetts
$9.79M +$604K +26,486 +7%
VFPW
67
Vantage Financial Partners (Wisconsin)
Wisconsin
$9.74M +$280K +12,292 +3%
CWA
68
Clearview Wealth Advisors
Oregon
$9.44M +$4.67M +205,078 +98%
Jane Street
69
Jane Street
New York
$9.27M +$8.3M +364,216 +855%
WP
70
WealthShield Partners
North Carolina
$9.23M +$291K +12,788 +3%
LIM
71
Leavell Investment Management
Alabama
$9.22M -$598K -26,230 -6%
BPA
72
Beacon Pointe Advisors
California
$9.09M +$1.92M +84,254 +27%
Creative Planning
73
Creative Planning
Kansas
$8.75M -$265K -11,620 -3%
EFG
74
Ethos Financial Group
Pennsylvania
$8.63M +$407K +17,848 +5%
WA
75
Waverly Advisors
Alabama
$8.41M -$272K -11,940 -3%
1 2
3
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