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 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
32.3K+ 115.92% |
$731K - $1.54M
|
60.2K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
32.1K+ 100.0% |
$727K - $1.53M
|
64.3K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
32.1K+ 304.59% |
$726K - $1.53M
|
42.6K
$988K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
31.8KNew |
$720K - $1.51M
|
31.8K
$738K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.5K+ 42.56% |
$713K - $1.5M
|
106K
$2.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
30.7K+ 117.91% |
$696K - $1.46M
|
56.8K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30.7K+ 95.76% |
$694K - $1.46M
|
62.7K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
30.3K+ 103.07% |
$686K - $1.44M
|
59.7K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
29.7K+ 113.57% |
$672K - $1.41M
|
55.9K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
29.2K+ 84.37% |
$662K - $1.39M
|
63.9K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
29.2K+ 95.42% |
$660K - $1.39M
|
59.7K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29K+ 29.03% |
$655K - $1.38M
|
129K
$2.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
28.6KNew |
$648K - $1.36M
|
28.6K
$664K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
28K+ 40.89% |
$633K - $1.33M
|
96.4K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
27.9K+ 87.33% |
$632K - $1.33M
|
59.9K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
27.8K+ 100.0% |
$628K - $1.32M
|
55.5K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
27.8KNew |
$628K - $1.32M
|
27.8K
$643K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27.4KNew |
$620K - $1.3M
|
27.4K
$635K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
27.2K+ 157.9% |
$616K - $1.29M
|
44.5K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
27.1K+ 100.92% |
$614K - $1.29M
|
54.1K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
27K+ 135.61% |
$611K - $1.28M
|
46.9K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
27K+ 86.78% |
$610K - $1.28M
|
58.1K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
26K+ 149.04% |
$589K - $1.24M
|
43.5K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26K+ 108.36% |
$588K - $1.24M
|
50K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
25.4K+ 96.92% |
$574K - $1.21M
|
51.6K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
25.1K+ 96.07% |
$569K - $1.19M
|
51.3K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.1K+ 194.38% |
$568K - $1.19M
|
38K
$882K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
25K+ 180.6% |
$566K - $1.19M
|
38.9K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
25K+ 118.71% |
$566K - $1.19M
|
46.1K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$549K - $1.15M
|
24.3K
$562K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
24.2KNew |
$547K - $1.15M
|
24.2K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
24.1K+ 81.86% |
$545K - $1.14M
|
53.5K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
24.1K+ 63.22% |
$544K - $1.14M
|
62.1K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
24K+ 79.38% |
$544K - $1.14M
|
54.3K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
23.6K+ 153.64% |
$534K - $1.12M
|
39K
$904K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
23.3K+ 4.62% |
$528K - $1.11M
|
529K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.2K+ 100.51% |
$524K - $1.1M
|
46.2K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
23.2KNew |
$524K - $1.1M
|
23.2K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
23.1K+ 257.75% |
$523K - $1.1M
|
32.1K
$744K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
23K+ 101.76% |
$521K - $1.09M
|
45.6K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
23K+ 100.39% |
$520K - $1.09M
|
45.9K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
22.9KNew |
$518K - $1.09M
|
22.9K
$530K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22.3K+ 149.24% |
$506K - $1.06M
|
37.3K
$865K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22K+ 97.81% |
$497K - $1.04M
|
44.5K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
21.8K+ 96.91% |
$493K - $1.04M
|
44.3K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
21.3K+ 126.1% |
$481K - $1.01M
|
38.1K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
21.2K+ 94.56% |
$480K - $1.01M
|
43.6K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
20.9KNew |
$473K - $993K
|
20.9K
$484K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
20.9K+ 99.99% |
$473K - $993K
|
41.8K
$969K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
20.8KNew |
$471K - $990K
|
20.8K
$483K
|