Purchases and Sales Made in Q1 2024 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
204+ 3.22% |
$9.27K - $9.52K
|
6.54K
$149K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$9.09K - $9.33K
|
200
$4.57K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
199+ 2.26% |
$9.04K - $9.29K
|
9.01K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
158+ 0.82% |
$7.18K - $7.37K
|
19.4K
$444K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
134+ 0.6% |
$6.09K - $6.25K
|
22.5K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
132New |
$6K - $6.16K
|
132
$3.01K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
130New |
$5.91K - $6.07K
|
130
$2.97K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
128+ 0.55% |
$5.82K - $5.97K
|
23.4K
$535K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
119+ 1.07% |
$5.41K - $5.55K
|
11.2K
$257K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
116+ 0.16% |
$5.27K - $5.41K
|
74.8K
$1.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
99+ 1.37% |
$4.5K - $4.62K
|
7.34K
$168K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
98+ 0.48% |
$4.45K - $4.57K
|
20.4K
$467K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
96New |
$4.36K - $4.48K
|
96
$2.19K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
94+ 0.35% |
$4.27K - $4.39K
|
27.2K
$622K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
94+ 0.24% |
$4.27K - $4.39K
|
39.9K
$912K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
92+ 4.67% |
$4.18K - $4.29K
|
2.06K
$47.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
87+ 0.89% |
$3.95K - $4.06K
|
9.89K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
82+ 0.88% |
$3.73K - $3.83K
|
9.44K
$215K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
73+ 2.37% |
$3.32K - $3.41K
|
3.15K
$71.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
72New |
$3.27K - $3.36K
|
72
$1.64K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
71+ 0.03% |
$3.23K - $3.31K
|
252K
$5.76M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
70New |
$3.18K - $3.27K
|
70
$1.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
68+ 0.64% |
$3.09K - $3.17K
|
10.7K
$244K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
64+ 0.06% |
$2.91K - $2.99K
|
101K
$2.32M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
60+ 4.4% |
$2.73K - $2.8K
|
1.43K
$32.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
58New |
$2.64K - $2.71K
|
58
$1.32K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
54+ 0.19% |
$2.45K - $2.52K
|
27.9K
$638K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.93% |
$2.09K - $2.15K
|
5K
$114K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
38+ 0.09% |
$1.73K - $1.77K
|
41.4K
$946K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
37+ 0.64% |
$1.68K - $1.73K
|
5.86K
$134K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33New |
$1.5K - $1.54K
|
33
$754
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
31+ 0.16% |
$1.41K - $1.45K
|
19.6K
$449K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
28New |
$1.27K - $1.31K
|
28
$640
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
28+ 5.51% |
$1.27K - $1.31K
|
536
$12.2K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 0.65% |
$1.23K - $1.26K
|
4.18K
$95.6K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
26+ 0.26% |
$1.18K - $1.21K
|
9.93K
$227K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22+ 2.35% |
$1K - $1.03K
|
960
$21.9K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
20+ 0.26% |
$909 - $933
|
7.75K
$177K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
18+ 0.05% |
$818 - $840
|
39.3K
$897K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
18+ 0.38% |
$818 - $840
|
4.71K
$107K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18+ 0.71% |
$818 - $840
|
2.56K
$58.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
17+ 0.13% |
$772 - $793
|
13.2K
$301K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
10+ 0.19% |
$454 - $467
|
5.17K
$118K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.55% |
$364 - $373
|
1.45K
$33.2K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
6+ 15.0% |
$273 - $280
|
46
$1.05K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 11.54% |
$273 - $280
|
58
$1.32K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.02% |
$227 - $233
|
30.5K
$696K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4+ 0.04% |
$182 - $187
|
9.28K
$212K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3+ 0.04% |
$136 - $140
|
8.13K
$186K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3+ 0.03% |
$136 - $140
|
8.78K
$201K
|