We are live on ! Find out more
SCHZ icon

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
C1AG
101
Client 1st Advisory Group
Florida
$6.03M +$80.3K +3,492 +1%
WAM
102
Wakefield Asset Management
Colorado
$5.95M +$226K +9,814 +4%
T
103
TNF
Montana
$5.9M +$27.5K +1,196 +0.5%
RWM
104
Reston Wealth Management
Virginia
$5.88M +$453K +19,682 +8%
MFA
105
Mayflower Financial Advisors
Massachusetts
$5.8M +$219K +9,542 +4%
FFWA
106
Forthright Family Wealth Advisory
Texas
$5.79M +$1.07M +46,570 +23%
SWM
107
SigFig Wealth Management
California
$5.74M +$576K +25,032 +8%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$5.59M +$1.45M +62,924 +35%
SFG
109
SNS Financial Group
Minnesota
$5.55M +$94.3K +4,100 +2%
TWP
110
Tempus Wealth Planning
California
$5.38M +$949K +41,286 +21%
FF
111
Friedenthal Financial
New Jersey
$5.28M -$178K -7,746 -3%
GC
112
Guggenheim Capital
Illinois
$5.2M – – –
CRC
113
Curi RMB Capital
Illinois
$5.18M +$5.18M +225,074 New
NFG
114
Northeast Financial Group
Pennsylvania
$5.14M +$712K +30,954 +16%
PFM
115
Phillips Financial Management
Indiana
$5.01M +$720K +31,312 +17%
ES
116
ETF Store
Kansas
$4.98M +$754K +32,798 +18%
RPGK
117
Retirement Planning Group (Kansas)
Kansas
$4.96M +$100K +4,364 +2%
PFM
118
Peak Financial Management
Massachusetts
$4.92M +$271K +11,790 +6%
MLA
119
My Legacy Advisors
Oregon
$4.9M +$602K +26,176 +14%
SFS
120
Summit Financial Strategies
Ohio
$4.83M +$96.4K +4,192 +2%
CWA
121
Clearview Wealth Advisors
Oregon
$4.81M +$3M +130,290 +165%
AO
122
Advisor OS
Illinois
$4.72M +$16.9K +736 +0.4%
IA
123
IFP Advisors
Florida
$4.72M +$430K +18,720 +10%
KF
124
Krilogy Financial
Missouri
$4.67M +$2.94K +128 +0.1%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$4.57M -$14.8K -642 -0.3%
3 4
5
6 7

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.