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 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
6.76K+ 100.0% |
$153K - $321K
|
13.5K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.72K+ 73.85% |
$152K - $320K
|
15.8K
$359K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
6.37K+ 89.2% |
$144K - $303K
|
13.5K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
6.27K+ 120.98% |
$142K - $298K
|
11.5K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
6.19K+ 99.47% |
$140K - $294K
|
12.4K
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
6.13K+ 100.0% |
$139K - $291K
|
12.3K
$278K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.91K+ 51.75% |
$134K - $281K
|
17.3K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5.9KNew |
$133K - $280K
|
5.9K
$134K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5.78K+ 58.83% |
$131K - $275K
|
15.6K
$354K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.72K+ 100.0% |
$130K - $272K
|
11.4K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.7K+ 100.0% |
$129K - $271K
|
11.4K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
5.61K+ 99.98% |
$127K - $267K
|
11.2K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.6K+ 104.63% |
$127K - $266K
|
11K
$248K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.49K+ 76.89% |
$124K - $261K
|
12.6K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.38K+ 108.77% |
$122K - $256K
|
10.3K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.36K+ 27.18% |
$121K - $255K
|
25.1K
$569K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.07K+ 100.0% |
$115K - $241K
|
10.1K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.06K+ 102.64% |
$114K - $240K
|
9.99K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
5.04K+ 97.86% |
$114K - $240K
|
10.2K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.95K+ 59.3% |
$112K - $235K
|
13.3K
$301K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
4.94K+ 101.71% |
$112K - $235K
|
9.8K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
4.87K+ 100.68% |
$110K - $231K
|
9.71K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.82K+ 48.99% |
$109K - $229K
|
14.6K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4.55K+ 100.0% |
$103K - $216K
|
9.11K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.51K+ 96.63% |
$102K - $214K
|
9.17K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.5K+ 102.67% |
$102K - $214K
|
8.89K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.47K+ 101.18% |
$101K - $212K
|
8.88K
$201K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
4.45K+ 63.78% |
$101K - $212K
|
11.4K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.38K+ 102.63% |
$99.1K - $208K
|
8.64K
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.27K+ 88.97% |
$96.5K - $203K
|
9.06K
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4.07K+ 69.05% |
$92.1K - $193K
|
9.96K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.82K+ 100.0% |
$86.4K - $181K
|
7.64K
$173K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.71K+ 49.26% |
$83.9K - $176K
|
11.2K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.68K+ 40911.11% |
$83.3K - $175K
|
3.69K
$83.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.67K+ 100.0% |
$82.9K - $174K
|
7.33K
$166K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.6K+ 66.1% |
$81.5K - $171K
|
9.05K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
3.55K+ 100.0% |
$80.3K - $169K
|
7.09K
$161K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.54K+ 100.85% |
$80.2K - $168K
|
7.06K
$160K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3.15K+ 96.33% |
$71.3K - $150K
|
6.42K
$146K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.97K+ 81.61% |
$67.2K - $141K
|
6.61K
$150K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.92K+ 99.97% |
$66K - $139K
|
5.84K
$132K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.83K+ 86.0% |
$63.9K - $134K
|
6.11K
$139K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.81K+ 161.54% |
$63.5K - $133K
|
4.54K
$103K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.77K+ 373.14% |
$62.6K - $131K
|
3.51K
$79.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.75KNew |
$62.3K - $131K
|
2.75K
$62.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.69K+ 80.9% |
$60.9K - $128K
|
6.02K
$136K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.38KNew |
$53.8K - $113K
|
2.38K
$53.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.1K+ 100.0% |
$47.5K - $99.9K
|
4.2K
$95.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.87K+ 101.25% |
$42.3K - $88.9K
|
3.72K
$84.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.68K+ 100.0% |
$38K - $79.9K
|
3.36K
$76.3K
|