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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
Charles Schwab
California
$1.54B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$257M
3
BWA
BlueSky Wealth Advisors
North Carolina
$42.9M
4
FCA
FLC Capital Advisors
California
$22.9M
5
CIAS
CFS Investment Advisory Services
New Jersey
$15.2M

Top Sellers

1
SFA
Sequoia Financial Advisors
Ohio
$831K
2
OWA
One Wealth Advisors
California
$0
3
KL
KilterHowling LLC
Colorado
$17.3M
4
ACM
AlphaStar Capital Management
North Carolina
$266K
5
PWM
Pinnacle Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
126
ORG Partners
Indiana
$4.47M +$4.47M +198,006 New
DWP
127
Daymark Wealth Partners
Ohio
$4.44M -$1.9M -83,502 -30%
CAG
128
Curtis Advisory Group
California
$4.4M +$474K +20,780 +12%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$4.31M -$222K -9,724 -5%
KF
130
Krilogy Financial
Missouri
$4.26M -$368K -16,150 -8%
TWM
131
Tradition Wealth Management
Minnesota
$4.25M -$42.3K -1,854 -1%
MFGP
132
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.05M +$78.9K +3,462 +2%
WP
133
WealthPLAN Partners
Nebraska
$4.05M +$212K +9,304 +6%
PIMG
134
Patriot Investment Management Group
Tennessee
$4.04M -$279K -12,250 -6%
EWM
135
Empirical Wealth Management
Washington
$3.99M -$175K -7,692 -4%
BIM
136
Breakwater Investment Management
Washington
$3.96M +$458K +20,114 +13%
KAS
137
Kestra Advisory Services
Texas
$3.94M +$3.19M +171,778 +427%
BL
138
BFSG LLC
California
$3.93M +$266K +11,652 +7%
HI
139
Harbour Investments
Wisconsin
$3.91M -$27.6K -1,212 -0.7%
SMG
140
Smart Money Group
Texas
$3.85M +$1.45M +62,496 +61%
AG
141
Ascent Group
Virginia
$3.8M +$1.35M +59,218 +55%
GFP
142
Guardian Financial Partners
California
$3.76M -$34.6K -1,520 -0.9%
RPGK
143
Retirement Planning Group (Kansas)
Kansas
$3.69M -$1.22M -53,550 -25%
SWA
144
Sightline Wealth Advisors
Connecticut
$3.65M -$107K -4,714 -3%
Envestnet Portfolio Solutions
145
Envestnet Portfolio Solutions
Illinois
$3.54M +$564K +24,738 +19%
AR
146
Apeiron RIA
Texas
$3.53M -$24K -1,054 -0.7%
HA
147
HC Advisors
Georgia
$3.53M -$92.2K -4,046 -3%
SC
148
Syon Capital
California
$3.48M +$34.2K +1,502 +1%
JWM
149
Janiczek Wealth Management
Colorado
$3.39M -$38.7K -1,698 -1%
SWA
150
Stratos Wealth Advisors
Ohio
$3.31M -$112K -4,934 -3%
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