Purchases and Sales Made in Q3 2024 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
38KNew |
$1.72M - $1.82M
|
38K
$863K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
37.3K+ 16.95% |
$1.69M - $1.79M
|
258K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
BUY
|
- |
37.2K+ 10.58% |
$1.68M - $1.78M
|
389K
$8.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
36.3KNew |
$1.64M - $1.74M
|
36.3K
$824K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
36K+ 85.49% |
$1.63M - $1.72M
|
78K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
35.2K+ 63.68% |
$1.59M - $1.69M
|
90.5K
$2.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
34.8K+ 13.87% |
$1.57M - $1.67M
|
286K
$6.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
32.4K+ 459.79% |
$1.46M - $1.55M
|
39.4K
$894K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
29.5K+ 12.82% |
$1.33M - $1.41M
|
260K
$5.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
29.4K+ 9.38% |
$1.33M - $1.41M
|
343K
$7.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
28.2K+ 13.6% |
$1.27M - $1.35M
|
235K
$5.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
27.8K+ 5.49% |
$1.26M - $1.33M
|
534K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
23.5K+ 440.65% |
$1.06M - $1.12M
|
28.8K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
23.2K+ 147.66% |
$1.05M - $1.11M
|
38.9K
$883K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
20.1K+ 98.65% |
$907K - $961K
|
40.4K
$917K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
18.8K+ 3.45% |
$849K - $899K
|
562K
$12.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
18.7K+ 1.91% |
$845K - $895K
|
999K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.7K+ 3.58% |
$844K - $894K
|
541K
$12.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
18.7KNew |
$844K - $894K
|
18.7K
$424K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.3K+ 16.12% |
$826K - $875K
|
132K
$2.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.1K+ 66.55% |
$820K - $868K
|
45.4K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
17.9K+ 4.72% |
$810K - $858K
|
398K
$9.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
17.3K+ 6.73% |
$781K - $827K
|
274K
$6.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.5K+ 8.26% |
$744K - $788K
|
216K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.2KNew |
$734K - $777K
|
16.2K
$368K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
16.2K+ 3.22% |
$732K - $776K
|
519K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
15.9K+ 126.46% |
$719K - $762K
|
28.5K
$646K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
15.8KNew |
$716K - $758K
|
15.8K
$359K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
15.6K+ 9.03% |
$706K - $748K
|
189K
$4.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
15.5K+ 261.2% |
$700K - $742K
|
21.4K
$486K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.5K+ 10.25% |
$700K - $741K
|
167K
$3.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15.3K+ 11.29% |
$690K - $730K
|
150K
$3.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.8K+ 15.61% |
$667K - $707K
|
109K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.5K+ 2.86% |
$656K - $695K
|
521K
$11.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.2K+ 99.81% |
$643K - $681K
|
28.5K
$646K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14K+ 7.64% |
$634K - $671K
|
198K
$4.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.9K+ 8.44% |
$630K - $667K
|
179K
$4.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
13.8K+ 61.85% |
$624K - $661K
|
36.1K
$820K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
13.7K+ 9.79% |
$621K - $657K
|
154K
$3.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13.7K+ 6.75% |
$618K - $654K
|
216K
$4.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.6K+ 80.18% |
$615K - $651K
|
30.6K
$693K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
13.4K+ 28.19% |
$606K - $641K
|
60.9K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12.9K+ 14.53% |
$584K - $619K
|
102K
$2.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.9K+ 43.64% |
$583K - $618K
|
42.5K
$963K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
12.5KNew |
$564K - $597K
|
12.5K
$283K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.4K+ 26.3% |
$561K - $595K
|
59.7K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.3K+ 6.64% |
$554K - $587K
|
197K
$4.46M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
12.2K+ 152.08% |
$552K - $584K
|
20.2K
$459K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
11.7K+ 2.45% |
$528K - $559K
|
489K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.5K+ 778.45% |
$518K - $548K
|
12.9K
$293K
|