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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 %
MSFS
176
Main Street Financial Solutions
Pennsylvania
$2.37M +$223K +9,804 +10%
FD
177
Financial Designs
California
$2.36M -$8.52K -374 -0.4%
MCA
178
Magnolia Capital Advisors
Mississippi
$2.36M +$2.36M +103,630 New
MWA
179
MN Wealth Advisors
Kansas
$2.35M +$29.4K +1,292 +1%
FW
180
FullCircle Wealth
Texas
$2.35M +$2.35M +102,320 New
PWM
181
Perigon Wealth Management
California
$2.34M +$218K +9,576 +10%
LEFP
182
Leading Edge Financial Planning
Tennessee
$2.34M -$337K -14,804 -13%
CHA
183
Cooper/Haims Advisors
New York
$2.31M -$336K -14,760 -13%
CFMC
184
Curbstone Financial Management Corp
New Hampshire
$2.22M – – –
KC
185
Kades & Cheifetz
Pennsylvania
$2.19M -$58.3K -2,556 -3%
CFGSD
186
Compass Financial Group (South Dakota)
South Dakota
$2.19M +$413K +18,126 +23%
OC
187
Oarsman Capital
Wisconsin
$2.17M +$890K +39,040 +70%
VA
188
Valmark Advisers
Ohio
$2.15M +$420K +18,424 +24%
AWE
189
Avidian Wealth Enterprises
Texas
$2.13M -$340K -14,936 -14%
SPI
190
Sutton Place Investors
New York
$2.11M -$111K -4,864 -5%
CW
191
CreativeOne Wealth
Kansas
$2.09M +$6.06K +266 +0.3%
SB
192
Strategic Blueprint
Georgia
$2.08M -$484K -21,244 -19%
PMG
193
ProVise Management Group
Florida
$2.05M -$1.56M -68,362 -43%
BSB
194
Bangor Savings Bank
Maine
$2.05M -$540K -23,696 -21%
HPM
195
Hoxton Planning & Management
West Virginia
$2.05M +$617K +27,080 +43%
SAG
196
SageView Advisory Group
California
$2.02M – – –
BA
197
Ballast Advisors
Minnesota
$1.95M +$82.1K +3,602 +4%
Thrivent Financial for Lutherans
198
Thrivent Financial for Lutherans
Minnesota
$1.95M -$681K -29,868 -26%
GWP
199
Gen-Wealth Partners
Michigan
$1.92M -$34.1K -1,498 -2%
VFIC
200
Valley Forge Investment Consultants
Pennsylvania
$1.91M -$86.5K -3,794 -4%
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