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Schwab US Aggregate Bond ETF
SCHZ

570 hedge funds and large institutions have $4.55B invested in Schwab US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 254 increasing their positions, 202 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 202

1% less capital invested

Capital invested by funds: $4.61B → $4.55B (-$64.3M)

3% less funds holding

Funds holding: 590 → 570 (-20)

7.39% less ownership

Funds ownership: 126.71% → 119.33% (-7.4%)

15% less funds holding in top 10

Funds holding in top 10: 59 → 50 (-9)

17% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 54

83% less call options, than puts

Call options by funds: $28K | Put options by funds: $166K

Holders
570
Holders Change
-20
Holders Change %
-3.39%
% of All Funds
8.21%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
0.72%
New
45
Increased
254
Reduced
202
Closed
54
Calls
$28K
Puts
$166K
Net Calls
-$138K
Net Calls Change
-$194K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$246M
2
APP
Avantax Planning Partners
Iowa
+$27.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$26.2M
4
Mariner
Mariner
Kansas
+$11.9M
5
FRA
FFG Retirement Advisors
Colorado
+$11.2M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$194M
2
RA
Rational Advisors
New York
-$100M
3
DWM
Destination Wealth Management
California
-$61.4M
4
BWA
BlueSky Wealth Advisors
North Carolina
-$40.4M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$36.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$1.48B +$246M +10,681,136 +20%
JP Morgan Chase
2
JP Morgan Chase
New York
$206M +$26.2M +1,140,116 +15%
APP
3
Avantax Planning Partners
Iowa
$165M +$27.6M +1,199,450 +20%
Ameriprise
4
Ameriprise
Minnesota
$118M -$4.77M -207,656 -4%
Financial Engines Advisors
5
Financial Engines Advisors
California
$114M -$999K -43,464 -0.9%
RIM
6
Rockbridge Investment Management
New York
$112M +$8.89M +386,732 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$102M -$5.98M -259,882 -6%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$85.4M -$12M -524,058 -12%
Goldman Sachs
9
Goldman Sachs
New York
$79.8M -$35.5M -1,544,090 -31%
OIA
10
OneDigital Investment Advisors
Kansas
$77.1M -$8.03M -349,086 -9%
ML
11
McAdam LLC
Pennsylvania
$74.9M +$4.48M +194,952 +6%
HighTower Advisors
12
HighTower Advisors
Illinois
$65.1M +$1.99M +86,766 +3%
CST
13
Charles Schwab Trust
Nevada
$64.8M +$11.1M +481,872 +21%
DWM
14
Destination Wealth Management
California
$55M -$61.4M -2,671,124 -53%
TWP
15
Total Wealth Planning
Ohio
$52.7M +$7.68M +333,998 +17%
HCM
16
Hengehold Capital Management
Ohio
$44.7M +$1.03M +44,724 +2%
KBFS
17
Kohmann Bosshard Financial Services
Ohio
$37.7M +$4.01M +174,474 +12%
HGWM
18
Horst & Graben Wealth Management
Oregon
$32.1M +$387K +16,818 +1%
Mariner
19
Mariner
Kansas
$30.3M +$11.9M +518,186 +65%
KL
20
KilterHowling LLC
Colorado
$29.9M +$769K +33,442 +3%
TCM
21
TruNorth Capital Management
Michigan
$26.7M +$26.7M +1,161,756 New
TF
22
Theory Financial
Colorado
$26.6M -$200K -8,696 -0.7%
SFA
23
Sequoia Financial Advisors
Ohio
$26.4M +$255K +11,088 +1%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$26.1M -$1.19M -51,880 -4%
TCM
25
Towercrest Capital Management
Pennsylvania
$24.5M +$411K +17,854 +2%
1
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SCHZ Hedge Fund Activity: Q1 2024 in Review

570 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2024, worth a combined $4.55B — down 1.4% from $4.61B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of SCHZ and 45 opened new positions — a net loss of 9 holders — while 202 trimmed existing stakes and 254 added.

The largest buyer was Charles Schwab, adding an estimated $246M. The largest seller was Cerity Partners, cutting an estimated $194M.

  • 570 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2024, down from 590 in Q4 2023.
  • Funds reported $4.55B of Schwab US Aggregate Bond ETF stock for Q1 2024, down 1.4% quarter-over-quarter.
  • 45 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2024 and 54 closed out, a net change of -9 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q1 2024 was Charles Schwab, an estimated $246M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q1 2024 was Cerity Partners, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2024.