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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.64K+ 50.02% |
$196K - $411K
|
25.9K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.59K+ 97.1% |
$194K - $408K
|
17.4K
$399K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
8.3K+ 102.08% |
$188K - $394K
|
16.4K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
8.24KNew |
$186K - $391K
|
8.24K
$189K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
8.2K+ 99.3% |
$186K - $390K
|
16.5K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.05K+ 191.17% |
$182K - $383K
|
12.3K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
8K+ 101.81% |
$181K - $380K
|
15.9K
$363K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.94K+ 108.17% |
$180K - $377K
|
15.3K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
7.85K+ 88.1% |
$178K - $373K
|
16.8K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.62K+ 70.51% |
$172K - $362K
|
18.4K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.61K+ 146.65% |
$172K - $362K
|
12.8K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
7.6K+ 29.44% |
$172K - $361K
|
33.4K
$765K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.58K+ 69.51% |
$172K - $360K
|
18.5K
$423K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.56K+ 51.2% |
$171K - $359K
|
22.3K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
7.44K+ 72.32% |
$168K - $354K
|
17.7K
$406K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
7.38K+ 7.45% |
$167K - $351K
|
106K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.21K+ 102.1% |
$163K - $343K
|
14.3K
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.03K+ 54.38% |
$159K - $334K
|
20K
$457K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
7K+ 100.0% |
$158K - $333K
|
14K
$320K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.99K+ 100.0% |
$158K - $332K
|
14K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
6.94K+ 2210.51% |
$157K - $330K
|
7.26K
$166K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
6.94K+ 48.99% |
$157K - $330K
|
21.1K
$483K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.8K+ 100.68% |
$154K - $323K
|
13.5K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
6.76K+ 100.0% |
$153K - $321K
|
13.5K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.72K+ 73.85% |
$152K - $320K
|
15.8K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.42K+ 106.85% |
$145K - $305K
|
12.4K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
6.37K+ 89.2% |
$144K - $303K
|
13.5K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
6.27K+ 120.98% |
$142K - $298K
|
11.5K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
6.19K+ 99.47% |
$140K - $294K
|
12.4K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
6.13K+ 100.0% |
$139K - $291K
|
12.3K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.13K+ 102.63% |
$139K - $291K
|
12.1K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
6.08K+ 102.19% |
$137K - $289K
|
12K
$275K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.91K+ 51.75% |
$134K - $281K
|
17.3K
$396K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5.9KNew |
$133K - $280K
|
5.9K
$135K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5.78K+ 58.83% |
$131K - $275K
|
15.6K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.72K+ 100.0% |
$130K - $272K
|
11.4K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.7K+ 100.0% |
$129K - $271K
|
11.4K
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
5.61K+ 99.98% |
$127K - $267K
|
11.2K
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.6K+ 104.63% |
$127K - $266K
|
11K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.49K+ 76.89% |
$124K - $261K
|
12.6K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.38K+ 108.77% |
$122K - $256K
|
10.3K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.36K+ 27.18% |
$121K - $255K
|
25.1K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.27K+ 100.0% |
$119K - $251K
|
10.5K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.07K+ 100.0% |
$115K - $241K
|
10.1K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.06K+ 102.64% |
$114K - $240K
|
9.99K
$229K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
5.04K+ 97.86% |
$114K - $240K
|
10.2K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.95K+ 59.3% |
$112K - $235K
|
13.3K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
4.94K+ 101.71% |
$112K - $235K
|
9.8K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
4.87K+ 100.68% |
$110K - $231K
|
9.71K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
4.86K+ 86.8% |
$110K - $231K
|
10.5K
$239K
|