Schwab US Aggregate Bond ETF
SCHZ
592 hedge funds and large institutions have $3.62B invested in Schwab US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 261 increasing their positions, 205 reducing their positions, and 43 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 205
14% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 43
0% more funds holding in top 10
Funds holding in top 10: 50 → 50 (0)
0% less funds holding
Funds holding: 594 → 592 (-2)
18.96% less ownership
Funds ownership: 62.14% → 43.18% (-19%)
73% less capital inflows, than outflows
Capital inflows: $469M | Capital outflows: $1.71B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$68.7M |
| 2 |
Charles Schwab Trust
Henderson,
Nevada
|
+$63.4M |
| 3 |
KHCM
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
+$35.6M |
| 4 |
JP Morgan Chase
New York
|
+$32.3M |
| 5 |
Alera Investment Advisors
Deerfield,
Illinois
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$1.54B |
| 2 |
FAS Wealth Partners
Leawood,
Kansas
|
-$14.5M |
| 3 |
McAdam LLC
Philadelphia,
Pennsylvania
|
-$13.3M |
| 4 |
Advisors Preferred
Rockville,
Maryland
|
-$13.1M |
| 5 |
Avantax Planning Partners
Dubuque,
Iowa
|
-$12.3M |
SCHZ Hedge Fund Activity: Q3 2024 in Review
592 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2024, worth a combined $3.62B — down 24% from $4.76B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SCHZ positions and 43 closed out — a net gain of 6 holders — while 261 added to existing stakes and 205 trimmed.
The largest buyer was Ameriprise, adding an estimated $68.7M. The largest seller was Charles Schwab, exiting entirely with an estimated $1.54B sold.
- 592 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2024, down from 594 in Q2 2024.
- Funds reported $3.62B of Schwab US Aggregate Bond ETF stock for Q3 2024, down 24% quarter-over-quarter.
- 49 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2024 and 43 closed out, a net change of +6 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q3 2024 was Ameriprise, an estimated $68.7M added.
- The largest Schwab US Aggregate Bond ETF seller in Q3 2024 was Charles Schwab, an estimated $1.54B sold.
Based on aggregated 13F filings for Q3 2024.