We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

592 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, 241 increasing their positions, 217 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

11% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 217

4.89% more ownership

Funds ownership: 119.33%124.22% (+4.9%)

4% more funds holding

Funds holding: 570592 (+22)

5% more capital invested

Capital invested by funds: $4.55B → $4.76B (+$214M)

0% more funds holding in top 10

Funds holding in top 10: 5050 (0)

94% less call options, than puts

Call options by funds: $5K | Put options by funds: $82K

Holders
592
Holders Change
+22
Holders Change %
+3.86%
% of All Funds
8.55%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
63
Increased
241
Reduced
217
Closed
36
Calls
$5K
Puts
$82K
Net Calls
-$77K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
NI
151
NYL Investors
New York
$3.27M
AF
152
Advisornet Financial
Minnesota
$3.22M +$7.07K +312 +0.2%
ES
153
ETF Store
Kansas
$3.21M -$1.72M -75,840 -35%
CWM
154
Chesapeake Wealth Management
Virginia
$3.18M -$224K -9,870 -7%
Cerity Partners
155
Cerity Partners
New York
$3.18M -$99.1K -4,374 -3%
RWM
156
RKL Wealth Management
Pennsylvania
$3.12M +$27.1K +1,196 +0.9%
GFWA
157
Grey Fox Wealth Advisors
Delaware
$3.11M +$82K +3,620 +3%
EWA
158
Emergent Wealth Advisors
New York
$2.99M +$74.6K +3,290 +3%
NWWA
159
New Wave Wealth Advisors
Arkansas
$2.94M +$2.92M +129,026 New
AI
160
Atria Investments
North Carolina
$2.87M -$449K -19,810 -14%
OFG
161
Omega Financial Group
California
$2.81M -$179K -7,912 -6%
SI
162
Stonekeep Investments
New Mexico
$2.71M +$2.7M +119,000 New
FWP
163
Firethorn Wealth Partners
Georgia
$2.64M +$122K +5,376 +5%
AA
164
Ancora Advisors
Ohio
$2.62M -$116K -5,132 -4%
GSWM
165
Greenup Street Wealth Management
Michigan
$2.62M +$1.78M +78,738 +219%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$2.6M +$567K +25,036 +28%
EFS
167
Econ Financial Services
Pennsylvania
$2.59M +$1.37M +60,608 +114%
GRP
168
Global Retirement Partners
California
$2.59M +$178K +7,838 +7%
BBW
169
Blue Barn Wealth
Utah
$2.57M +$62.2K +2,746 +2%
RIM
170
Redwood Investment Management
Arizona
$2.56M +$271K +11,952 +12%
Citadel Advisors
171
Citadel Advisors
Florida
$2.53M +$2.01M +88,902 +403%
VI
172
VanderPol Investments
Michigan
$2.52M +$181K +7,978 +8%
NRI
173
NFP Retirement Inc
California
$2.52M -$1.49M -65,580 -37%
MW
174
Maia Wealth
Colorado
$2.45M +$2.41M +106,430 New
WANY
175
Wealthspire Advisors (New York)
New York
$2.43M -$863K -38,076 -26%