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 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
47.4K+ 101.29% |
$1.07M - $2.26M
|
94.3K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
47K+ 113.76% |
$1.06M - $2.23M
|
88.3K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
45.4KNew |
$1.03M - $2.16M
|
45.4K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
45.4K+ 111.69% |
$1.03M - $2.16M
|
86K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
45.3K+ 149.8% |
$1.03M - $2.15M
|
75.6K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
45K+ 102.79% |
$1.02M - $2.14M
|
88.8K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
44.7K+ 68.51% |
$1.01M - $2.12M
|
110K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
44.2K+ 100.76% |
$1M - $2.1M
|
88.1K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
44KNew |
$997K - $2.09M
|
44K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
43.4K+ 101.14% |
$982K - $2.06M
|
86.3K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
43.1K+ 107.06% |
$976K - $2.05M
|
83.4K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
43K+ 112.42% |
$974K - $2.05M
|
81.3K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
42.5K+ 131.53% |
$963K - $2.02M
|
74.9K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
42.5K+ 106.43% |
$961K - $2.02M
|
82.4K
$1.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
42.1K+ 27.96% |
$952K - $2M
|
192K
$4.46M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
41.6KNew |
$941K - $1.98M
|
41.6K
$964K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
41.2K+ 128.09% |
$932K - $1.96M
|
73.3K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
41.1K+ 72.39% |
$929K - $1.95M
|
97.8K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
41K+ 62.89% |
$927K - $1.95M
|
106K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
40.4KNew |
$914K - $1.92M
|
40.4K
$936K
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
40.2K+ 113.0% |
$909K - $1.91M
|
75.7K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
40.1K+ 125.47% |
$908K - $1.91M
|
72.1K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
40K+ 98.06% |
$906K - $1.9M
|
80.8K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
39.3KNew |
$890K - $1.87M
|
39.3K
$912K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
39KNew |
$882K - $1.85M
|
39K
$903K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
38.9K+ 112.26% |
$880K - $1.85M
|
73.5K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
38.2K+ 135.6% |
$864K - $1.81M
|
66.3K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
37.9K+ 115.54% |
$857K - $1.8M
|
70.6K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
37.6K+ 99.8% |
$852K - $1.79M
|
75.3K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
37.2K+ 107.29% |
$842K - $1.77M
|
71.9K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
37.1K+ 101.08% |
$839K - $1.76M
|
73.7K
$1.71M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
37KNew |
$838K - $1.76M
|
37K
$858K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
36.8K+ 79.26% |
$833K - $1.75M
|
83.2K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
36.4K+ 480.0% |
$823K - $1.73M
|
44K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36.3K+ 67.22% |
$822K - $1.73M
|
90.3K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
36K+ 121.54% |
$816K - $1.71M
|
65.7K
$1.52M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
35.6KNew |
$806K - $1.69M
|
35.6K
$826K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
35.4K+ 93.46% |
$802K - $1.68M
|
73.3K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
35K+ 114.39% |
$791K - $1.66M
|
65.5K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
34.9K+ 88.92% |
$789K - $1.66M
|
74.1K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
34.5K+ 136.7% |
$781K - $1.64M
|
59.7K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
34.4K+ 87.31% |
$778K - $1.63M
|
73.8K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
34.1K+ 283.72% |
$771K - $1.62M
|
46.1K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
33.9K+ 79.1% |
$768K - $1.61M
|
76.8K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
33.8K+ 105.24% |
$766K - $1.61M
|
66K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
33.5K+ 113.24% |
$759K - $1.59M
|
63.2K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
33.4K+ 99.84% |
$756K - $1.59M
|
66.9K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
33K+ 103.89% |
$747K - $1.57M
|
64.8K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
33K+ 113.07% |
$746K - $1.57M
|
62.1K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
32.7K+ 111.62% |
$740K - $1.55M
|
62K
$1.44M
|