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
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
132+ 0.94% |
$5.97K - $6.32K
|
14.2K
$325K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
130+ 0.32% |
$5.88K - $6.22K
|
41.2K
$942K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
122+ 0.71% |
$5.51K - $5.84K
|
17.3K
$395K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
122+ 0.29% |
$5.51K - $5.84K
|
42.9K
$980K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
115+ 718.75% |
$5.2K - $5.51K
|
131
$2.99K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
110+ 0.4% |
$4.97K - $5.27K
|
27.8K
$634K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
104+ 0.41% |
$4.7K - $4.98K
|
25.2K
$576K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
103+ 0.95% |
$4.66K - $4.93K
|
10.9K
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
96+ 0.33% |
$4.34K - $4.6K
|
29.6K
$676K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
94+ 0.88% |
$4.25K - $4.5K
|
10.8K
$247K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
90+ 1.29% |
$4.07K - $4.31K
|
7.06K
$161K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
89+ 0.3% |
$4.02K - $4.26K
|
29.4K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
88+ 0.34% |
$3.98K - $4.21K
|
26.2K
$598K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
85+ 0.49% |
$3.84K - $4.07K
|
17.4K
$397K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85+ 2.48% |
$3.84K - $4.07K
|
3.51K
$80.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
77+ 0.72% |
$3.48K - $3.69K
|
10.7K
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
68New |
$3.07K - $3.26K
|
68
$1.55K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
65+ 0.68% |
$2.94K - $3.11K
|
9.61K
$220K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
62+ 0.36% |
$2.8K - $2.97K
|
17.3K
$395K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
58+ 6.05% |
$2.62K - $2.78K
|
1.02K
$23.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
57+ 0.96% |
$2.58K - $2.73K
|
5.97K
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
57+ 0.96% |
$2.58K - $2.73K
|
6.01K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
54+ 0.64% |
$2.44K - $2.58K
|
8.48K
$194K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
53+ 1.65% |
$2.4K - $2.54K
|
3.27K
$74.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
52+ 0.41% |
$2.35K - $2.49K
|
12.6K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
43New |
$1.94K - $2.06K
|
43
$982
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
41+ 0.97% |
$1.85K - $1.96K
|
4.27K
$97.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
40+ 0.83% |
$1.81K - $1.91K
|
4.86K
$111K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
36+ 8.22% |
$1.63K - $1.72K
|
474
$10.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
35+ 0.35% |
$1.58K - $1.68K
|
10K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
35+ 0.43% |
$1.58K - $1.68K
|
8.13K
$186K
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
32+ 0.14% |
$1.45K - $1.53K
|
22.9K
$523K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
30+ 0.31% |
$1.36K - $1.44K
|
9.61K
$219K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
29+ 0.2% |
$1.31K - $1.39K
|
14.9K
$340K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
27+ 0.28% |
$1.22K - $1.29K
|
9.83K
$225K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
26New |
$1.18K - $1.24K
|
26
$594
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
26New |
$1.18K - $1.24K
|
26
$594
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
25+ 0.17% |
$1.13K - $1.2K
|
14.4K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
22+ 0.26% |
$994 - $1.05K
|
8.35K
$191K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20+ 1.74% |
$904 - $957
|
1.17K
$26.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17+ 94.44% |
$768 - $814
|
35
$799
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
16+ 0.22% |
$723 - $766
|
7.14K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$452 - $479
|
10
$228
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$407 - $431
|
9
$206
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8+ 0.04% |
$362 - $383
|
19.6K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7+ 0.02% |
$316 - $335
|
29.4K
$672K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.41% |
$271 - $287
|
1.46K
$33.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5+ 0.02% |
$226 - $239
|
31.1K
$710K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4+ 3.05% |
$181 - $191
|
135
$3.08K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.9% |
$136 - $144
|
337
$7.7K
|