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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.

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
1
Charles Schwab
California
$1.54B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$257M
3
BWA
3
BlueSky Wealth Advisors
North Carolina
$42.9M
4
ZRP
4
Zynergy Retirement Planning
New Jersey
$24.8M
5
FCA
5
FLC Capital Advisors
California
$22.9M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$831K
2
OWA
2
One Wealth Advisors
California
$0
3
KL
3
KilterHowling LLC
Colorado
$17.3M
4
ACM
4
AlphaStar Capital Management
North Carolina
$266K
5
PWM
5
Pinnacle Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.54B 33,808,323 +1,647,699 +5%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$257M 5,640,659 +1,164,960 +26%
APP
3
Avantax Planning Partners
Iowa
$155M 3,398,417 -196,404 -5%
Ameriprise
4
Ameriprise
Minnesota
$122M 2,683,639 +122,099 +5%
RIM
5
Rockbridge Investment Management
New York
$118M 2,585,131 +151,357 +6%
Financial Engines Advisors
6
Financial Engines Advisors
California
$116M 2,543,619 +56,547 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$98.5M 2,161,583 -59,979 -3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$80.7M 1,770,492 -85,171 -5%
ML
9
McAdam LLC
Pennsylvania
$77.8M 1,707,663 +80,462 +5%
OIA
10
OneDigital Investment Advisors
Kansas
$77.3M 1,695,276 +18,830 +1%
Goldman Sachs
11
Goldman Sachs
New York
$77.1M 1,691,700 -43,671 -3%
CST
12
Charles Schwab Trust
Nevada
$70.5M 1,547,032 +137,786 +10%
TWP
13
Total Wealth Planning
Ohio
$66.2M 1,432,849 +287,494 +25%
HighTower Advisors
14
HighTower Advisors
Illinois
$61.8M 1,355,500 -59,510 -4%
KBFS
15
Kohmann Bosshard Financial Services
Ohio
$50.9M 1,115,875 +295,937 +36%
DWM
16
Destination Wealth Management
California
$49.4M 1,084,161 -110,829 -9%
HCM
17
Hengehold Capital Management
Ohio
$44.7M 980,525 +8,560 +0.9%
BWA
18
BlueSky Wealth Advisors
North Carolina
$42.9M 941,446 +941,446 New
Mariner
19
Mariner
Kansas
$34.8M 764,410 +106,123 +16%
HGWM
20
Horst & Graben Wealth Management
Oregon
$31.9M 700,892 +2,590 +0.4%
TCM
21
TruNorth Capital Management
Michigan
$28.4M 623,215 +42,337 +7%
TF
22
Theory Financial
Colorado
$26.9M 589,729 +11,594 +2%
ZRP
23
Zynergy Retirement Planning
New Jersey
$24.8M 543,450 +543,450 New
TCM
24
Towercrest Capital Management
Pennsylvania
$24.7M 542,867 +9,855 +2%
AWMG
25
Alliance Wealth Management Group
New Jersey
$24.6M 540,527 +22,770 +4%
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