Purchases and Sales Made in Q3 2024 in Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q3 2024. The information is specifically focused on institutions that hold shares of SCHWAB US AGGREGATE BOND ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 17, 2024 Q3 2024
Blue Barn Wealth, LLC

BUY
 -
1.46K
+ 2.58%
$65.8K - $69.7K
57.9K $1.34M
Oct 10, 2024 Q3 2024
Morgan Rosel Wealth Management, LLC

BUY
 -
1.45K
+ 0.82%
$65.4K - $69.2K
178K $4.12M
Nov 14, 2024 Q3 2024
Tradition Wealth Management, LLC

BUY
 -
1.44K
+ 1.55%
$65.1K - $68.9K
94.6K $2.19M
Dec 03, 2024 Q3 2024
Bush Investment Group, LLC

Valdosta, GA
BUY
 -
1.38K
+ 3.74%
$62.4K - $66.1K
38.3K $888K
Nov 04, 2024 Q3 2024
Stockman Wealth Management, Inc.

BUY
 -
1.37K
+ 5.53%
$61.9K - $65.6K
26.2K $606K
Nov 07, 2024 Q3 2024
Mendel Capital Management LLC

BUY
 -
1.32K
+ 3.95%
$59.6K - $63.1K
34.7K $804K
Nov 12, 2024 Q3 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
1.31K
+ 3.61%
$59.3K - $62.9K
37.7K $874K
Oct 22, 2024 Q3 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.24K
+ 5.81%
$56.1K - $59.5K
22.6K $524K
Oct 24, 2024 Q3 2024
Bristlecone Advisors, LLC

BUY
 -
1.18K
New
$53.2K - $56.3K
1.18K $27.3K
Oct 17, 2024 Q3 2024
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
1.17K
+ 10.47%
$52.8K - $56K
12.3K $286K
Oct 22, 2024 Q3 2024
Blossom Wealth Management

BUY
 -
1.07K
+ 3.73%
$48.2K - $51.1K
29.7K $687K
Nov 12, 2024 Q3 2024
Aveo Capital Partners, LLC

BUY
 -
1K
+ 20.99%
$45.4K - $48.1K
5.79K $134K
Oct 30, 2024 Q3 2024
Ifg Advisory, LLC

BUY
 -
882
+ 4.61%
$39.9K - $42.2K
20K $464K
Oct 18, 2024 Q3 2024
Godsey & Gibb Associates

BUY
 -
761
New
$34.4K - $36.4K
761 $17.6K
Nov 14, 2024 Q3 2024
Ubs Group Ag

BUY
 -
741
+ 0.44%
$33.5K - $35.5K
170K $3.93M
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
741
New
$33.5K - $35.5K
741 $17.2K
Oct 28, 2024 Q3 2024
Oldfather Financial Services, LLC

BUY
 -
729
+ 2.1%
$33K - $34.9K
35.4K $821K
Oct 25, 2024 Q3 2024
Sandy Spring Bank

BUY
 -
615
New
$27.8K - $29.4K
615 $14.3K
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
615
+ 33.57%
$27.8K - $29.4K
2.45K $56.7K
Oct 24, 2024 Q3 2024
Tfc Financial Management

BUY
 -
595
New
$26.9K - $28.5K
595 $13.8K
Nov 14, 2024 Q3 2024
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
592
+ 3.19%
$26.8K - $28.3K
19.2K $444K
Oct 21, 2024 Q3 2024
Rba Wealth Management, LLC

BUY
 -
580
+ 6.97%
$26.2K - $27.8K
8.91K $206K
Oct 04, 2024 Q3 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
572
+ 3.97%
$25.9K - $27.4K
15K $347K
Nov 08, 2024 Q3 2024
Ever Source Wealth Advisors, LLC

BUY
 -
561
+ 6.77%
$25.4K - $26.9K
8.84K $205K
Oct 15, 2024 Q3 2024
Advisor Net Financial, Inc

BUY
 -
555
+ 0.79%
$25.1K - $26.6K
71.2K $1.65M
Nov 06, 2024 Q3 2024
Archer Investment Corp

BUY
 -
550
New
$24.9K - $26.3K
550 $12.7K
Nov 14, 2024 Q3 2024
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
550
+ 9.09%
$24.9K - $26.3K
6.6K $153K
Oct 23, 2024 Q3 2024
Mirae Asset Global Investments Co., Ltd.

BUY
 -
480
+ 5.71%
$21.7K - $23K
8.89K $206K
Oct 15, 2024 Q3 2024
Rda Financial Network

BUY
 -
475
+ 1.68%
$21.5K - $22.7K
28.7K $666K
Oct 17, 2024 Q3 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
475
+ 1.16%
$21.5K - $22.7K
41.3K $958K
Oct 31, 2024 Q3 2024
Sns Financial Group, LLC

BUY
 -
469
+ 0.36%
$21.2K - $22.5K
131K $3.05M
Nov 04, 2024 Q3 2024
Advisor Os, LLC

BUY
 -
468
+ 0.46%
$21.2K - $22.4K
102K $2.35M
Oct 07, 2024 Q3 2024
Twele Capital Management, Inc.

BUY
 -
459
+ 1.78%
$20.7K - $22K
26.2K $607K
Oct 21, 2024 Q3 2024
Western Financial Corp/Ca

San Diego, CA
BUY
 -
454
+ 2.08%
$20.5K - $21.7K
22.3K $517K
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
413
+ 1032.5%
$18.7K - $19.8K
453 $10.5K
Oct 18, 2024 Q3 2024
Embree Financial Group

Chicago, IL
BUY
 -
390
+ 2.12%
$17.6K - $18.7K
18.8K $436K
Nov 13, 2024 Q3 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
351
+ 2.31%
$15.9K - $16.8K
15.5K $360K
Oct 15, 2024 Q3 2024
Transcend Capital Advisors, LLC

BUY
 -
339
+ 1.07%
$15.3K - $16.2K
32K $741K
Oct 04, 2024 Q3 2024
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
329
+ 1.35%
$14.9K - $15.7K
24.6K $571K
Oct 21, 2024 Q3 2024
Retirement Guys Formula LLC

BUY
 -
277
+ 2.79%
$12.5K - $13.3K
10.2K $236K
Oct 24, 2024 Q3 2024
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
252
+ 1.85%
$11.4K - $12.1K
13.9K $322K
Oct 28, 2024 Q3 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
226
+ 0.69%
$10.2K - $10.8K
32.8K $760K
Oct 15, 2024 Q3 2024
Hb Wealth Management, LLC

BUY
 -
208
+ 2.99%
$9.4K - $9.96K
7.16K $166K
Oct 30, 2024 Q3 2024
Beacon Financial Advisory LLC

BUY
 -
203
+ 1.03%
$9.18K - $9.72K
19.9K $461K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
200
New
$9.04K - $9.57K
200 $4.64K
Nov 13, 2024 Q3 2024
Alley Investment Management Company, LLC

BUY
 -
186
+ 2.6%
$8.41K - $8.9K
7.34K $170K
Nov 13, 2024 Q3 2024
Truist Financial Corp

BUY
 -
181
+ 1.62%
$8.18K - $8.66K
11.3K $263K
Nov 07, 2024 Q3 2024
Bowman & CO S.C.

BUY
 -
138
+ 0.62%
$6.24K - $6.61K
22.5K $521K
Oct 30, 2024 Q3 2024
Avidian Wealth Solutions, LLC

BUY
 -
138
+ 0.3%
$6.24K - $6.61K
46.8K $1.09M

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