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
|
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
$3.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
172K+ 127.69% |
$3.89M - $8.16M
|
306K
$7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
171K+ 158.27% |
$3.88M - $8.15M
|
280K
$6.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
171KNew |
$3.86M - $8.11M
|
171K
$3.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
168K+ 71.69% |
$3.79M - $7.97M
|
401K
$9.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
162K+ 100.61% |
$3.65M - $7.68M
|
322K
$7.36M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
151KNew |
$3.42M - $7.19M
|
151K
$3.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
151K+ 120.37% |
$3.41M - $7.16M
|
276K
$6.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
144K+ 104.63% |
$3.26M - $6.85M
|
282K
$6.44M
|
|
|
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
$3.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
139K+ 133.62% |
$3.14M - $6.58M
|
242K
$5.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
138K+ 104.78% |
$3.12M - $6.56M
|
270K
$6.16M
|
|
|
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
$5.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
128K+ 82.23% |
$2.9M - $6.1M
|
284K
$6.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
127K+ 155.19% |
$2.88M - $6.05M
|
209K
$4.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
123K+ 87.78% |
$2.79M - $5.85M
|
263K
$6.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
118K+ 69.24% |
$2.68M - $5.63M
|
290K
$6.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
117K+ 111.83% |
$2.64M - $5.55M
|
221K
$5.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
116K+ 76.36% |
$2.63M - $5.52M
|
268K
$6.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
111K+ 100.0% |
$2.52M - $5.29M
|
223K
$5.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
107K+ 201.63% |
$2.43M - $5.1M
|
161K
$3.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
101K+ 99.43% |
$2.28M - $4.8M
|
202K
$4.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
99K+ 510.05% |
$2.24M - $4.71M
|
118K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
98.4K+ 117.65% |
$2.23M - $4.68M
|
182K
$4.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
96.7K+ 105.89% |
$2.19M - $4.6M
|
188K
$4.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
95.9K+ 106.49% |
$2.17M - $4.56M
|
186K
$4.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
93.8K+ 92.11% |
$2.12M - $4.46M
|
196K
$4.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
89.8K+ 103.45% |
$2.03M - $4.27M
|
177K
$4.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
87.7K+ 99.98% |
$1.98M - $4.17M
|
175K
$4.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
87.1K+ 101.86% |
$1.97M - $4.14M
|
173K
$3.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
86K+ 73.04% |
$1.95M - $4.09M
|
204K
$4.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
84.5K+ 39.09% |
$1.91M - $4.02M
|
301K
$6.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
81.4K+ 136.52% |
$1.84M - $3.87M
|
141K
$3.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
80.7K+ 94.43% |
$1.83M - $3.84M
|
166K
$3.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
80.4K+ 9.08% |
$1.82M - $3.82M
|
966K
$22.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
80.2K+ 112.96% |
$1.81M - $3.81M
|
151K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
77.9K+ 146.04% |
$1.76M - $3.7M
|
131K
$3M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
77K+ 6.16% |
$1.74M - $3.66M
|
1.33M
$30.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
76.9K+ 17.03% |
$1.74M - $3.65M
|
528K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
76.4K+ 108.45% |
$1.73M - $3.63M
|
147K
$3.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
75.8K+ 156.67% |
$1.71M - $3.6M
|
124K
$2.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
75.7KNew |
$1.71M - $3.6M
|
75.7K
$1.73M
|