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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3M+ 103.36% |
$67.8M - $143M
|
5.9M
$135M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.9M+ 113.85% |
$43M - $90.3M
|
3.57M
$81.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.34M+ 94.4% |
$30.4M - $63.9M
|
2.77M
$63.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.09M+ 109.02% |
$24.7M - $51.8M
|
2.09M
$47.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.05M+ 104.99% |
$23.7M - $49.7M
|
2.04M
$46.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
822K+ 116.43% |
$18.6M - $39.1M
|
1.53M
$34.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
753K+ 142.58% |
$17M - $35.8M
|
1.28M
$29.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
659K+ 123.42% |
$14.9M - $31.3M
|
1.19M
$27.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
649K+ 112.85% |
$14.7M - $30.8M
|
1.22M
$27.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
559K+ 107.81% |
$12.7M - $26.6M
|
1.08M
$24.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
544K+ 108.16% |
$12.3M - $25.9M
|
1.05M
$23.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
513K+ 104.88% |
$11.6M - $24.4M
|
1M
$22.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
477KNew |
$10.8M - $22.7M
|
477K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
426K+ 114.02% |
$9.65M - $20.3M
|
800K
$18.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
425KNew |
$9.62M - $20.2M
|
425K
$9.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
392K+ 114.44% |
$8.88M - $18.6M
|
735K
$16.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
391K+ 402.71% |
$8.86M - $18.6M
|
488K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
389K+ 141.42% |
$8.8M - $18.5M
|
664K
$15.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
369K+ 111.2% |
$8.35M - $17.5M
|
701K
$16M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
334K+ 1057.88% |
$7.55M - $15.9M
|
365K
$8.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
326K+ 126.52% |
$7.37M - $15.5M
|
583K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
317KNew |
$7.18M - $15.1M
|
317K
$7.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
301K+ 105.31% |
$6.81M - $14.3M
|
587K
$13.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
284K+ 109.17% |
$6.42M - $13.5M
|
543K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
274K+ 109.33% |
$6.21M - $13M
|
525K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
268K+ 90.52% |
$6.07M - $12.8M
|
565K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
253K+ 107.73% |
$5.74M - $12M
|
489K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
250KNew |
$5.65M - $11.9M
|
250K
$5.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
248K+ 98.78% |
$5.6M - $11.8M
|
498K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
243K+ 103.65% |
$5.49M - $11.5M
|
477K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
224K+ 124.89% |
$5.06M - $10.6M
|
403K
$9.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
220K+ 157.55% |
$4.97M - $10.4M
|
359K
$8.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
202K+ 113.7% |
$4.57M - $9.59M
|
379K
$8.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
188K+ 95.33% |
$4.25M - $8.93M
|
385K
$8.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
180K+ 146.64% |
$4.06M - $8.54M
|
302K
$6.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
175K+ 170.1% |
$3.97M - $8.33M
|
278K
$6.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
174KNew |
$3.94M - $8.27M
|
174K
$3.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
172K+ 127.69% |
$3.89M - $8.16M
|
306K
$6.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
171K+ 158.27% |
$3.88M - $8.15M
|
280K
$6.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
162K+ 100.61% |
$3.65M - $7.68M
|
322K
$7.35M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
160KNew |
$3.63M - $7.63M
|
160K
$3.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
159K+ 118.42% |
$3.6M - $7.56M
|
294K
$6.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
151K+ 120.37% |
$3.41M - $7.16M
|
276K
$6.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
142K+ 98.44% |
$3.22M - $6.75M
|
286K
$6.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
142K+ 1976.73% |
$3.2M - $6.73M
|
149K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
138K+ 104.78% |
$3.12M - $6.56M
|
270K
$6.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
136K+ 103.54% |
$3.09M - $6.48M
|
268K
$6.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
136K+ 130.01% |
$3.07M - $6.45M
|
240K
$5.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
133K+ 101.55% |
$3.02M - $6.34M
|
265K
$6.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
129K+ 106.34% |
$2.91M - $6.12M
|
250K
$5.7M
|