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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
77.9K+ 125.77% |
$1.76M - $3.7M
|
140K
$3.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
77K+ 6.16% |
$1.74M - $3.66M
|
1.33M
$30.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
76.9K+ 17.03% |
$1.74M - $3.65M
|
528K
$12.2M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
76.4K+ 108.45% |
$1.73M - $3.63M
|
147K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
75.8K+ 156.67% |
$1.71M - $3.6M
|
124K
$2.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
75.7KNew |
$1.71M - $3.6M
|
75.7K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75.5K+ 98.54% |
$1.71M - $3.59M
|
152K
$3.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
74.3KNew |
$1.68M - $3.53M
|
74.3K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
74K+ 86.93% |
$1.67M - $3.51M
|
159K
$3.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
73.8K+ 98.41% |
$1.67M - $3.51M
|
149K
$3.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
72.2K+ 1158.18% |
$1.63M - $3.43M
|
78.5K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
71.3K+ 96.45% |
$1.61M - $3.39M
|
145K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
70.5K+ 77.88% |
$1.6M - $3.35M
|
161K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
70.3K+ 117.06% |
$1.59M - $3.34M
|
130K
$3.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
68.6K+ 238.91% |
$1.55M - $3.26M
|
97.4K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
66.8K+ 111.87% |
$1.51M - $3.18M
|
127K
$2.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
65.3K+ 163.3% |
$1.48M - $3.1M
|
105K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
64.5K+ 258.14% |
$1.46M - $3.06M
|
89.4K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.4K+ 6.3% |
$1.46M - $3.06M
|
1.09M
$25.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
63.5K+ 207.57% |
$1.44M - $3.02M
|
94K
$2.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
62.5K+ 108.0% |
$1.41M - $2.97M
|
120K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
61.9K+ 101.52% |
$1.4M - $2.94M
|
123K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
61.7KNew |
$1.4M - $2.93M
|
61.7K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
61.2K+ 134.86% |
$1.38M - $2.91M
|
107K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
59K+ 114.22% |
$1.34M - $2.8M
|
111K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
59K+ 90.37% |
$1.33M - $2.8M
|
124K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
58.9KNew |
$1.33M - $2.8M
|
58.9K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
58.6KNew |
$1.33M - $2.79M
|
58.6K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57.9KNew |
$1.31M - $2.75M
|
57.9K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
55.8K+ 110.07% |
$1.26M - $2.65M
|
107K
$2.47M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
55.7K+ 134.07% |
$1.26M - $2.65M
|
97.3K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55.5K+ 266.94% |
$1.26M - $2.64M
|
76.3K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.4K+ 44.52% |
$1.25M - $2.63M
|
180K
$4.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
54.6K+ 115.52% |
$1.24M - $2.6M
|
102K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
54K+ 115.52% |
$1.22M - $2.57M
|
101K
$2.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
52.7K+ 127.7% |
$1.19M - $2.5M
|
93.9K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52.5KNew |
$1.19M - $2.5M
|
52.5K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
52.5K+ 84.27% |
$1.19M - $2.49M
|
115K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
52.4K+ 97.9% |
$1.18M - $2.49M
|
106K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
52.3K+ 91.59% |
$1.18M - $2.49M
|
109K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
51.8K+ 100.0% |
$1.17M - $2.46M
|
104K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
50.7K+ 93.27% |
$1.15M - $2.41M
|
105K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
50.7K+ 670.07% |
$1.15M - $2.41M
|
58.3K
$1.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
50.2K+ 88.78% |
$1.14M - $2.39M
|
107K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
49.6KNew |
$1.12M - $2.36M
|
49.6K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
49.6K+ 84.67% |
$1.12M - $2.36M
|
108K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
48.6K+ 111.12% |
$1.1M - $2.31M
|
92.4K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
48.6K+ 137.14% |
$1.1M - $2.31M
|
84K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
48.4K+ 101.87% |
$1.09M - $2.3M
|
95.9K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
47.7K+ 112.33% |
$1.08M - $2.27M
|
90.2K
$2.09M
|