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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 %
JFG
76
JMG Financial Group
Illinois
$8.33M -$1.54M -67,758 -16%
MFG
77
Merit Financial Group
Georgia
$8.17M +$1.66M +72,746 +25%
MWM
78
MorganRosel Wealth Management
Colorado
$8.03M -$433K -19,020 -5%
WIM
79
Waycross Investment Management
Washington
$8M -$314K -13,782 -4%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$8M +$1.21M +53,156 +18%
FFN
81
Focus Financial Network
Minnesota
$7.95M +$132K +5,722 +2%
RSWM
82
Robertson Stephens Wealth Management
California
$7.95M +$1.19M +52,322 +18%
NIC
83
Northwest Investment Counselors
Oregon
$7.89M +$206K +9,060 +3%
UBS Group
84
UBS Group
Switzerland
$7.69M -$73.1K -3,206 -0.9%
FCH
85
Freestone Capital Holdings
Washington
$7.54M -$1.1M -48,144 -13%
MFA
86
Mayflower Financial Advisors
Massachusetts
$7.53M +$1.78M +78,060 +31%
SFS
87
Security Financial Services
Indiana
$7.42M +$400K +17,556 +6%
SEIA
88
Signature Estate & Investment Advisors
California
$7.41M +$7.41M +325,102 New
AWM
89
AE Wealth Management
Kansas
$7.3M +$130K +5,712 +2%
CC
90
Callan Capital
California
$7.11M -$163K -7,150 -2%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$6.88M +$74.1K +3,252 +1%
CNWM
92
Clay Northam Wealth Management
California
$6.79M +$76.4K +3,352 +1%
FFWA
93
Forthright Family Wealth Advisory
Texas
$6.49M +$757K +33,216 +13%
AWS
94
Atria Wealth Solutions
New York
$6.46M +$57.6K +2,526 +0.9%
SPAS
95
Spectrum Planning & Advisory Services
California
$6.43M +$6.43M +280,718 New
MAM
96
Marotta Asset Management
Virginia
$6.42M +$154K +6,806 +2%
ISWM
97
Independent Solutions Wealth Management
New York
$6.39M -$23.6K -1,036 -0.4%
FTS
98
Fifth Third Securities
Ohio
$6.39M +$36.1K +1,586 +0.6%
T
99
TNF
Montana
$6.25M +$213K +9,286 +4%
WAM
100
Wakefield Asset Management
Colorado
$6.16M +$268K +11,762 +5%
2 3
4
5 6