Purchases and Sales Made in Q4 2024 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
317KNew |
$7.18M - $15.1M
|
317K
$7.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
301K+ 105.31% |
$6.81M - $14.3M
|
587K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
294K+ 176.47% |
$6.65M - $14M
|
460K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
294K+ 680.14% |
$6.64M - $14M
|
337K
$7.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
284K+ 109.17% |
$6.42M - $13.5M
|
543K
$12.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
283K+ 273.8% |
$6.4M - $13.4M
|
386K
$8.95M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
278K+ 768.81% |
$6.29M - $13.2M
|
314K
$7.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
275K+ 82.88% |
$6.22M - $13.1M
|
606K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
274K+ 109.33% |
$6.21M - $13M
|
525K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
268K+ 90.52% |
$6.07M - $12.8M
|
565K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
253K+ 107.73% |
$5.74M - $12M
|
489K
$11.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
250KNew |
$5.65M - $11.9M
|
250K
$5.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
249K+ 311.71% |
$5.64M - $11.8M
|
329K
$7.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
248K+ 98.78% |
$5.6M - $11.8M
|
498K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
243KNew |
$5.5M - $11.6M
|
243K
$5.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
243K+ 103.65% |
$5.49M - $11.5M
|
477K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
230K+ 116.19% |
$5.19M - $10.9M
|
427K
$9.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
227K+ 87.14% |
$5.13M - $10.8M
|
487K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
226KNew |
$5.11M - $10.7M
|
226K
$5.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
224K+ 124.89% |
$5.06M - $10.6M
|
403K
$9.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
220K+ 111.27% |
$4.98M - $10.5M
|
418K
$9.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
220K+ 157.55% |
$4.97M - $10.4M
|
359K
$8.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
216K+ 180.92% |
$4.89M - $10.3M
|
336K
$7.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
212K+ 99.35% |
$4.81M - $10.1M
|
426K
$9.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
208KNew |
$4.7M - $9.87M
|
208K
$4.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
206K+ 95.49% |
$4.66M - $9.8M
|
422K
$9.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
202K+ 113.7% |
$4.57M - $9.59M
|
379K
$8.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
198K+ 148.39% |
$4.49M - $9.42M
|
332K
$7.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
188K+ 108.82% |
$4.26M - $8.95M
|
362K
$8.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
188K+ 95.33% |
$4.25M - $8.93M
|
385K
$8.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
184K+ 125.16% |
$4.16M - $8.74M
|
331K
$7.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
182K+ 102.69% |
$4.13M - $8.67M
|
360K
$8.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
182KNew |
$4.12M - $8.65M
|
182K
$4.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
180K+ 146.64% |
$4.06M - $8.54M
|
302K
$7M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
178KNew |
$4.03M - $8.46M
|
178K
$4.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
176KNew |
$3.99M - $8.38M
|
176K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
175K+ 170.1% |
$3.97M - $8.33M
|
278K
$6.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
174KNew |
$3.94M - $8.27M
|
174K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
173K+ 102.16% |
$3.92M - $8.23M
|
343K
$7.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
172K+ 127.69% |
$3.89M - $8.16M
|
306K
$7.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
171K+ 158.27% |
$3.88M - $8.15M
|
280K
$6.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
171KNew |
$3.86M - $8.11M
|
171K
$3.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
168K+ 71.69% |
$3.79M - $7.97M
|
401K
$9.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
162K+ 100.61% |
$3.65M - $7.68M
|
322K
$7.46M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
160KNew |
$3.63M - $7.63M
|
160K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
159K+ 118.42% |
$3.6M - $7.56M
|
294K
$6.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
151KNew |
$3.42M - $7.19M
|
151K
$3.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
151K+ 120.37% |
$3.41M - $7.16M
|
276K
$6.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
147KNew |
$3.33M - $7M
|
147K
$3.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
144K+ 104.63% |
$3.26M - $6.85M
|
282K
$6.54M
|