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 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.51K+ 96.8% |
$34.2K - $71.8K
|
3.07K
$70.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.48K+ 101.44% |
$33.6K - $70.5K
|
2.95K
$67.4K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.46KNew |
$33.1K - $69.6K
|
1.46K
$33.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.41KNew |
$32K - $67.2K
|
1.41K
$32.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.33K+ 102.16% |
$30K - $63K
|
2.62K
$60K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.33K+ 100.0% |
$30K - $63K
|
2.65K
$60.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.22K+ 4529.63% |
$27.7K - $58.1K
|
1.25K
$28.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.2K+ 87.07% |
$27.1K - $57K
|
2.58K
$59K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.18K+ 100.0% |
$26.6K - $55.9K
|
2.35K
$53.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.14K+ 2001.75% |
$25.8K - $54.2K
|
1.2K
$27.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.04K+ 102.16% |
$23.5K - $49.4K
|
2.06K
$47.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 100.0% |
$22.7K - $47.8K
|
2.01K
$46K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
934New |
$21.1K - $44.4K
|
934
$21.4K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
830New |
$18.8K - $39.4K
|
830
$19K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
820+ 101.11% |
$18.6K - $39K
|
1.63K
$37.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
782+ 100.0% |
$17.7K - $37.2K
|
1.56K
$35.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
765+ 100.0% |
$17.3K - $36.4K
|
1.53K
$35K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
698+ 100.29% |
$15.8K - $33.2K
|
1.39K
$31.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
673+ 124.4% |
$15.2K - $32K
|
1.21K
$27.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
558+ 100.0% |
$12.6K - $26.5K
|
1.12K
$25.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
553+ 100.55% |
$12.5K - $26.3K
|
1.1K
$25.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
484+ 102.11% |
$11K - $23K
|
958
$21.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
467+ 100.0% |
$10.6K - $22.2K
|
934
$21.4K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
425+ 28.09% |
$9.62K - $20.2K
|
1.94K
$44.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
377+ 87.47% |
$8.53K - $17.9K
|
808
$18.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
376New |
$8.51K - $17.9K
|
376
$8.61K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
372+ 112.05% |
$8.42K - $17.7K
|
704
$16.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
340+ 100.89% |
$7.69K - $16.2K
|
677
$15.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
291+ 1.02% |
$6.59K - $13.8K
|
28.8K
$658K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
286+ 100.0% |
$6.47K - $13.6K
|
572
$13.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
284+ 102.9% |
$6.43K - $13.5K
|
560
$12.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
280+ 100.0% |
$6.34K - $13.3K
|
560
$12.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
271+ 273.74% |
$6.13K - $12.9K
|
370
$8.47K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
265New |
$6K - $12.6K
|
265
$6.07K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
228+ 100.44% |
$5.16K - $10.8K
|
455
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
200+ 100.0% |
$4.53K - $9.51K
|
400
$9.16K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
180New |
$4.07K - $8.56K
|
180
$4.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
174New |
$3.94K - $8.27K
|
174
$3.98K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
158+ 100.0% |
$3.58K - $7.51K
|
316
$7.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
150New |
$3.39K - $7.13K
|
150
$3.43K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
132+ 100.0% |
$2.99K - $6.27K
|
264
$6.04K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
131+ 100.0% |
$2.96K - $6.23K
|
262
$6K
|
|
|
Feb 14, 2025
Q4 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100+ 100.0% |
$2.26K - $4.75K
|
200
$4.58K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
87+ 100.0% |
$1.97K - $4.14K
|
174
$3.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
80+ 100.0% |
$1.81K - $3.8K
|
160
$3.66K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
80+ 35.09% |
$1.81K - $3.8K
|
308
$7.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
80+ 101.27% |
$1.81K - $3.8K
|
159
$3.64K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
73+ 102.82% |
$1.65K - $3.47K
|
144
$3.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
73+ 132.73% |
$1.65K - $3.47K
|
128
$2.93K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
72New |
$1.63K - $3.42K
|
72
$1.65K
|