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 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 70.4% |
$311K - $652K
|
33.2K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
13.7K+ 727.26% |
$309K - $649K
|
15.5K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.3K+ 92.12% |
$302K - $634K
|
27.8K
$645K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
13.3KNew |
$301K - $631K
|
13.3K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.2K+ 87.65% |
$299K - $627K
|
28.3K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
13.2K+ 122.72% |
$298K - $625K
|
23.9K
$554K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
13.1K+ 121.96% |
$297K - $624K
|
23.9K
$554K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13K+ 120.36% |
$295K - $620K
|
23.9K
$553K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13K+ 93.78% |
$294K - $619K
|
26.9K
$623K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13KNew |
$294K - $617K
|
13K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
12.8K+ 102.65% |
$290K - $609K
|
25.3K
$586K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
12.8K+ 96.28% |
$290K - $608K
|
26.1K
$605K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12.5K+ 100.0% |
$283K - $594K
|
25K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
12.5K+ 98.02% |
$283K - $594K
|
25.2K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
12.5KNew |
$282K - $592K
|
12.5K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
12.4K+ 98.08% |
$282K - $591K
|
25.1K
$582K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12.4K+ 57.0% |
$281K - $591K
|
34.3K
$794K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
12.3K+ 100.0% |
$278K - $583K
|
24.5K
$569K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 63.4% |
$275K - $577K
|
31.3K
$726K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
12.1K+ 100.28% |
$273K - $574K
|
24.1K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12K+ 111.74% |
$273K - $573K
|
22.8K
$529K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12K+ 69.11% |
$272K - $571K
|
29.4K
$681K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
11.9K+ 100.05% |
$270K - $568K
|
23.9K
$554K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
11.9K+ 94.37% |
$270K - $566K
|
24.5K
$569K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
11.8KNew |
$268K - $563K
|
11.8K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
11.6KNew |
$261K - $549K
|
11.6K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.2KNew |
$253K - $532K
|
11.2K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
11.2K+ 102.66% |
$253K - $531K
|
22.1K
$512K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.2K+ 222.82% |
$253K - $531K
|
16.2K
$375K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
11.2K+ 119.11% |
$252K - $530K
|
20.5K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.1K+ 100.0% |
$251K - $528K
|
22.2K
$515K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.1K+ 103.12% |
$250K - $525K
|
21.8K
$505K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
10.7KNew |
$241K - $506K
|
10.7K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
10.5K+ 100.0% |
$236K - $497K
|
20.9K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
10.4K+ 101.7% |
$235K - $494K
|
20.6K
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.3KNew |
$233K - $489K
|
10.3K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10.2K+ 126.0% |
$231K - $486K
|
18.3K
$425K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.1K+ 16.24% |
$229K - $481K
|
72.4K
$1.68M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
10.1K+ 93.18% |
$228K - $478K
|
20.9K
$484K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
9.83K+ 100.0% |
$222K - $467K
|
19.7K
$456K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9.82K+ 100.0% |
$222K - $467K
|
19.6K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.81K+ 100.0% |
$222K - $466K
|
19.6K
$455K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
9.65K+ 100.49% |
$218K - $459K
|
19.3K
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
9.65K+ 94.73% |
$218K - $459K
|
19.8K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.65K+ 85.02% |
$218K - $459K
|
21K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
9.59KNew |
$217K - $456K
|
9.59K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
9.39KNew |
$213K - $446K
|
9.39K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9.38K+ 97.76% |
$212K - $446K
|
19K
$440K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.32K+ 92.92% |
$211K - $443K
|
19.4K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
9.32K+ 100.0% |
$211K - $443K
|
18.6K
$432K
|