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 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
20.6K+ 107.57% |
$466K - $979K
|
39.8K
$922K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20K+ 118.76% |
$453K - $951K
|
36.9K
$854K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
19.8K+ 80.32% |
$448K - $940K
|
44.4K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
19.6K+ 99.7% |
$443K - $931K
|
39.2K
$909K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
19.5K+ 222.6% |
$441K - $926K
|
28.2K
$654K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19.5K+ 86.35% |
$441K - $926K
|
42K
$974K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.4K+ 129.13% |
$439K - $921K
|
34.4K
$797K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
19.2K+ 114.91% |
$434K - $912K
|
35.9K
$832K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
19.1K+ 81.65% |
$433K - $910K
|
42.6K
$987K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
18.8K+ 100.08% |
$426K - $895K
|
37.6K
$872K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
18.7K+ 153.84% |
$423K - $889K
|
30.9K
$715K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
18.7K+ 108.88% |
$423K - $889K
|
35.9K
$832K
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
18.7K+ 100.0% |
$423K - $888K
|
37.4K
$866K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
18.3K+ 97.0% |
$414K - $870K
|
37.2K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
18.3K+ 91.17% |
$413K - $868K
|
38.3K
$888K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
18.1K+ 92.83% |
$410K - $861K
|
37.6K
$872K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
18.1K+ 100.01% |
$409K - $860K
|
36.2K
$839K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
18.1KNew |
$409K - $859K
|
18.1K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
17.9K+ 214.33% |
$405K - $851K
|
26.2K
$608K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
17.9K+ 144.82% |
$404K - $849K
|
30.2K
$700K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
17.8K+ 49.35% |
$403K - $845K
|
53.8K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
17.8KNew |
$402K - $844K
|
17.8K
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
17.8KNew |
$402K - $844K
|
17.8K
$412K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17.5K+ 48.13% |
$396K - $831K
|
53.8K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
17.4K+ 113.6% |
$393K - $825K
|
32.6K
$757K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
17.3K+ 95.91% |
$392K - $822K
|
35.3K
$819K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
17.3KNew |
$391K - $821K
|
17.3K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17.2K+ 13152.67% |
$390K - $819K
|
17.4K
$402K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
16.8K+ 96.9% |
$379K - $797K
|
34.1K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.6K+ 68.63% |
$377K - $791K
|
40.9K
$948K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
16.5K+ 172.01% |
$374K - $786K
|
26.2K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.5KNew |
$374K - $785K
|
16.5K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16.5K+ 60.98% |
$373K - $784K
|
43.5K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16.3K+ 94.3% |
$369K - $776K
|
33.6K
$779K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.3K+ 92.9% |
$368K - $774K
|
33.8K
$783K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
16.2KNew |
$367K - $771K
|
16.2K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
16.1K+ 68.89% |
$365K - $767K
|
39.5K
$917K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
15.9K+ 111.88% |
$360K - $756K
|
30.1K
$698K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15.8K+ 85.3% |
$357K - $750K
|
34.3K
$795K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
15.7K+ 86.32% |
$355K - $746K
|
33.9K
$785K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15.3K+ 202.63% |
$347K - $730K
|
22.9K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
15.2KNew |
$344K - $723K
|
15.2K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.1K+ 92.82% |
$341K - $716K
|
31.3K
$725K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
14.8K+ 100.18% |
$335K - $705K
|
29.6K
$687K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
14.7K+ 66.0% |
$333K - $700K
|
37K
$859K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14.6KNew |
$329K - $692K
|
14.6K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14KNew |
$316K - $664K
|
14K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
13.9K+ 100.18% |
$315K - $662K
|
27.8K
$645K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
13.9KNew |
$314K - $659K
|
13.9K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
13.8K+ 92.55% |
$312K - $655K
|
28.7K
$665K
|