SCHZ icon

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 %
NI
151
NYL Investors
New York
$3.27M – – –
AF
152
Advisornet Financial
Minnesota
$3.22M +$7.11K +312 +0.2%
ES
153
ETF Store
Kansas
$3.21M -$1.73M -75,840 -35%
CWM
154
Chesapeake Wealth Management
Virginia
$3.18M -$225K -9,870 -7%
Cerity Partners
155
Cerity Partners
New York
$3.18M -$99.7K -4,374 -3%
RWM
156
RKL Wealth Management
Pennsylvania
$3.12M +$27.3K +1,196 +0.9%
GFWA
157
Grey Fox Wealth Advisors
Delaware
$3.11M +$82.5K +3,620 +3%
NWWA
158
New Wave Wealth Advisors
Arkansas
$2.94M +$2.94M +129,026 New
AI
159
Atria Investments
North Carolina
$2.87M -$451K -19,810 -14%
OFG
160
Omega Financial Group
California
$2.81M -$180K -7,912 -6%
SI
161
Stonekeep Investments
New Mexico
$2.71M +$2.71M +119,000 New
FWP
162
Firethorn Wealth Partners
Georgia
$2.64M +$123K +5,376 +5%
AA
163
Ancora Advisors
Ohio
$2.62M -$117K -5,132 -4%
GSWM
164
Greenup Street Wealth Management
Michigan
$2.62M +$1.79M +78,738 +219%
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$2.6M +$571K +25,036 +28%
EFS
166
Econ Financial Services
Pennsylvania
$2.59M +$1.38M +60,608 +114%
GRP
167
Global Retirement Partners
California
$2.59M +$179K +7,838 +7%
BBW
168
Blue Barn Wealth
Utah
$2.57M +$62.6K +2,746 +2%
RIM
169
Redwood Investment Management
Arizona
$2.56M +$272K +11,952 +12%
Citadel Advisors
170
Citadel Advisors
Florida
$2.53M +$2.03M +88,902 +403%
VI
171
VanderPol Investments
Michigan
$2.52M +$182K +7,978 +8%
NRI
172
NFP Retirement Inc
California
$2.52M -$1.49M -65,580 -37%
MW
173
Maia Wealth
Colorado
$2.45M +$2.45M +106,430 New
WANY
174
Wealthspire Advisors (New York)
New York
$2.43M -$868K -38,076 -26%
LPAM
175
Lodestar Private Asset Management
California
$2.41M -$227K -9,942 -9%
5 6
7
8 9