Schwab US Aggregate Bond ETF
SCHZ
594 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, 242 increasing their positions, 218 reducing their positions, and 36 closing their positions.
126% more capital inflows, than outflows
Capital inflows: $488M | Capital outflows: $216M
75% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 36
11% more repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 218
4% more funds holding
Funds holding: 572 → 594 (+22)
2.45% more ownership
Funds ownership: 59.69% → 62.14% (+2.4%)
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 |
BlueSky Wealth Advisors
New Bern,
North Carolina
|
+$42.7M |
| 4 |
FCA
FLC Capital Advisors
Palm Desert,
California
|
+$22.8M |
| 5 |
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sequoia Financial Advisors
Akron,
Ohio
|
-$25.2M |
| 2 |
One Wealth Advisors
San Francisco,
California
|
-$15.4M |
| 3 |
KilterHowling LLC
Boulder,
Colorado
|
-$12.3M |
| 4 |
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$12.2M |
| 5 |
PWM
Pinnacle Wealth Management
Roseville,
California
|
-$9.8M |
SCHZ Hedge Fund Activity: Q2 2024 in Review
594 of the 6,942 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 242 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.
- 594 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2024, up from 572 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.