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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 %
TA
101
TPG Advisors
Illinois
$6.07M +$6.07M +266,462 New
SFG
102
SNS Financial Group
Minnesota
$5.97M +$468K +20,538 +9%
SWM
103
SigFig Wealth Management
California
$5.91M +$649K +40,356 +12%
RWM
104
Reston Wealth Management
Virginia
$5.87M +$45.3K +1,986 +0.8%
TWP
105
Tempus Wealth Planning
California
$5.81M +$475K +20,826 +9%
IA
106
IFP Advisors
Florida
$5.66M +$981K +43,060 +21%
C1AG
107
Client 1st Advisory Group
Florida
$5.58M -$388K -17,022 -6%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$5.55M +$11K +482 +0.2%
MLA
109
My Legacy Advisors
Oregon
$5.51M +$661K +29,010 +14%
BWL
110
Bogart Wealth LLC
Virginia
$5.44M -$659K -28,934 -11%
AA
111
Apriem Advisors
California
$5.43M -$4.94M -216,938 -48%
PFM
112
Peak Financial Management
Massachusetts
$5.39M +$515K +22,588 +11%
FF
113
Friedenthal Financial
New Jersey
$5.29M +$57.2K +2,512 +1%
BBWP
114
Beacon Bridge Wealth Partners
Pennsylvania
$5.2M -$3.52M -154,548 -40%
PFM
115
Phillips Financial Management
Indiana
$5.2M +$239K +10,484 +5%
AWM
116
Avior Wealth Management
Nebraska
$5.17M +$1.53M +67,300 +42%
GC
117
Guggenheim Capital
Illinois
$5.15M – – –
NFG
118
Northeast Financial Group
Pennsylvania
$5.05M -$42.8K -1,878 -0.8%
ACA
119
Affinity Capital Advisors
California
$4.93M -$1.11M -48,742 -18%
PAS
120
Park Avenue Securities
New York
$4.87M +$2.61M +114,522 +115%
CFD
121
Creative Financial Designs
Indiana
$4.86M +$452K +19,834 +10%
CRC
122
Curi RMB Capital
Illinois
$4.77M -$364K -15,990 -7%
AO
123
Advisor OS
Illinois
$4.61M -$74.3K -3,260 -2%
SFS
124
Summit Financial Strategies
Ohio
$4.58M -$199K -8,746 -4%
MML Investors Services
125
MML Investors Services
Massachusetts
$4.51M +$24.4K +1,070 +0.5%
3 4
5
6 7