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
|
Lvw Advisors, LLC
|
BUY
|
- |
41.2K+ 128.09% |
$932K - $1.96M
|
73.3K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
41.1K+ 72.39% |
$929K - $1.95M
|
97.8K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
40.4KNew |
$914K - $1.92M
|
40.4K
$922K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
38.2K+ 135.6% |
$864K - $1.81M
|
66.3K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
37.9K+ 115.54% |
$857K - $1.8M
|
70.6K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
37.1K+ 101.08% |
$839K - $1.76M
|
73.7K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
36.8K+ 79.26% |
$833K - $1.75M
|
83.2K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
36.4K+ 480.0% |
$823K - $1.73M
|
44K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36.3K+ 67.22% |
$822K - $1.73M
|
90.3K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
36K+ 121.54% |
$816K - $1.71M
|
65.7K
$1.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
35.6KNew |
$806K - $1.69M
|
35.6K
$813K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
35.4K+ 93.46% |
$802K - $1.68M
|
73.3K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
35K+ 114.39% |
$791K - $1.66M
|
65.5K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
34.9K+ 88.92% |
$789K - $1.66M
|
74.1K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
34.5K+ 136.7% |
$781K - $1.64M
|
59.7K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
34.1K+ 283.72% |
$771K - $1.62M
|
46.1K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
33.8K+ 105.24% |
$766K - $1.61M
|
66K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
33.5K+ 113.24% |
$759K - $1.59M
|
63.2K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
33.4K+ 99.84% |
$756K - $1.59M
|
66.9K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
33K+ 113.07% |
$746K - $1.57M
|
62.1K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
32.7K+ 111.62% |
$740K - $1.55M
|
62K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
32.3K+ 115.92% |
$731K - $1.54M
|
60.2K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
32.1K+ 304.59% |
$726K - $1.53M
|
42.6K
$973K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
30.3K+ 103.07% |
$686K - $1.44M
|
59.7K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
29.7K+ 113.57% |
$672K - $1.41M
|
55.9K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
29.2K+ 95.42% |
$660K - $1.39M
|
59.7K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
28.6KNew |
$648K - $1.36M
|
28.6K
$654K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
28K+ 40.89% |
$633K - $1.33M
|
96.4K
$2.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
27.9K+ 87.33% |
$632K - $1.33M
|
59.9K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27.4KNew |
$620K - $1.3M
|
27.4K
$625K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
27.1K+ 100.92% |
$614K - $1.29M
|
54.1K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
27K+ 135.61% |
$611K - $1.28M
|
46.9K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
27K+ 86.78% |
$610K - $1.28M
|
58.1K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
26K+ 149.04% |
$589K - $1.24M
|
43.5K
$994K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
25.4K+ 96.92% |
$574K - $1.21M
|
51.6K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
25K+ 180.6% |
$566K - $1.19M
|
38.9K
$888K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
24.1K+ 63.22% |
$544K - $1.14M
|
62.1K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
23.6K+ 153.64% |
$534K - $1.12M
|
39K
$890K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
23K+ 101.76% |
$521K - $1.09M
|
45.6K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
21.8K+ 96.91% |
$493K - $1.04M
|
44.3K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
21.3K+ 126.1% |
$481K - $1.01M
|
38.1K
$871K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
20.9KNew |
$473K - $993K
|
20.9K
$477K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
20.9K+ 99.99% |
$473K - $993K
|
41.8K
$954K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20K+ 118.76% |
$453K - $951K
|
36.9K
$841K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
19.8K+ 80.32% |
$448K - $940K
|
44.4K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
19.6K+ 99.7% |
$443K - $931K
|
39.2K
$896K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
19.5K+ 222.6% |
$441K - $926K
|
28.2K
$645K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
19.2K+ 114.91% |
$434K - $912K
|
35.9K
$819K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
18.8K+ 100.08% |
$426K - $895K
|
37.6K
$859K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
18.7K+ 153.84% |
$423K - $889K
|
30.9K
$705K
|