Schwab US Aggregate Bond ETF
SCHZ
593 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, 218 reducing their positions, and 36 closing their positions.
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: 218
4.89% more ownership
Funds ownership: 119.39% → 124.28% (+4.9%)
4% more funds holding
Funds holding: 571 → 593 (+22)
5% more capital invested
Capital invested by funds: $4.55B → $4.76B (+$214M)
2% less funds holding in top 10
Funds holding in top 10: 51 → 50 (-1)
94% less call options, than puts
Call options by funds: $5K | Put options by funds: $82K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$74.7M |
| 2 |
JP Morgan Chase
New York
|
+$52.8M |
| 3 |
BWA
BlueSky Wealth Advisors
New Bern,
North Carolina
|
+$42.7M |
| 4 |
FCA
FLC Capital Advisors
Palm Desert,
California
|
+$22.8M |
| 5 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$25.2M |
| 2 |
OWA
One Wealth Advisors
San Francisco,
California
|
-$15.4M |
| 3 |
KL
KilterHowling LLC
Boulder,
Colorado
|
-$12.3M |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$12.2M |
| 5 |
PWM
Pinnacle Wealth Management
Roseville,
California
|
-$9.79M |
SCHZ Hedge Fund Activity: Q2 2024 in Review
593 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2024, worth a combined $4.76B — up 4.7% from $4.55B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new SCHZ positions and 36 closed out — a net gain of 27 holders — while 241 added to existing stakes and 218 trimmed.
The largest buyer was Charles Schwab, adding an estimated $74.7M. The largest seller was Sequoia Financial Advisors, cutting an estimated $25.2M.
- 593 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2024, up from 571 in Q1 2024.
- Funds reported $4.76B of Schwab US Aggregate Bond ETF stock for Q2 2024, up 4.7% quarter-over-quarter.
- 63 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2024 and 36 closed out, a net change of +27 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q2 2024 was Charles Schwab, an estimated $74.7M added.
- The largest Schwab US Aggregate Bond ETF seller in Q2 2024 was Sequoia Financial Advisors, an estimated $25.2M sold.
Based on aggregated 13F filings for Q2 2024.