Purchases and Sales Made in Q1 2024 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9.01K- 14.57% |
$409K - $420K
|
52.8K
$1.21M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.08K- 9.5% |
$412K - $424K
|
86.4K
$1.98M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9.58K- 16.67% |
$435K - $447K
|
47.9K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.88K- 14.93% |
$449K - $461K
|
56.3K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-10K- 95.18% |
$456K - $468K
|
508
$11.7K
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-10.3K- 4.63% |
$470K - $482K
|
213K
$4.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10.4K- 15.29% |
$475K - $487K
|
57.8K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-10.7K- 46.23% |
$488K - $501K
|
12.5K
$287K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.4K- 16.02% |
$565K - $581K
|
65.2K
$1.5M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-13.3K- 4.17% |
$606K - $622K
|
306K
$7.03M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-13.4K- 20.67% |
$610K - $626K
|
51.5K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.5K- 8.79% |
$615K - $631K
|
140K
$3.23M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-14.5K- 11.99% |
$659K - $677K
|
106K
$2.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-15.4K- 5.64% |
$698K - $717K
|
257K
$5.9M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-16.3K- 15.49% |
$739K - $759K
|
88.8K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-16.5K- 8.02% |
$751K - $771K
|
189K
$4.35M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-16.6K- 18.65% |
$754K - $774K
|
72.3K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17.7K- 8.21% |
$805K - $826K
|
198K
$4.54M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.7K- 41.37% |
$805K - $827K
|
25.1K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.8K- 63.0% |
$854K - $877K
|
11K
$253K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.1K- 4.66% |
$869K - $892K
|
391K
$8.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20.3K- 84.71% |
$923K - $948K
|
3.67K
$84.1K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-21.7K- 0.87% |
$988K - $1.01M
|
2.49M
$57.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22.3K- 22.94% |
$1.01M - $1.04M
|
75K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-22.4K- 27.79% |
$1.02M - $1.05M
|
58.3K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-23.3K- 37.34% |
$1.06M - $1.09M
|
39.1K
$898K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-25.3K- 9.92% |
$1.15M - $1.18M
|
230K
$5.29M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.9K- 4.47% |
$1.18M - $1.21M
|
554K
$12.7M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-30.4K- 27.7% |
$1.38M - $1.42M
|
79.2K
$1.82M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-30.4K- 17.46% |
$1.38M - $1.42M
|
144K
$3.3M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-36.7K- 80.56% |
$1.67M - $1.71M
|
8.85K
$203K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-40K- 98.55% |
$1.82M - $1.87M
|
590
$13.5K
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-60.1K- 50.85% |
$2.73M - $2.8M
|
58.1K
$1.33M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-82.7K- 29.19% |
$3.76M - $3.86M
|
201K
$4.61M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-83.3K- 81.05% |
$3.78M - $3.89M
|
19.5K
$447K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83.5K- 13.93% |
$3.79M - $3.9M
|
516K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83.5K- 13.93% |
$3.79M - $3.9M
|
516K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-104K- 3.9% |
$4.72M - $4.85M
|
2.56M
$58.8M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-106K- 64.69% |
$4.8M - $4.93M
|
57.7K
$1.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-109K- 37.04% |
$4.97M - $5.1M
|
186K
$4.26M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119K- 37.94% |
$5.42M - $5.57M
|
195K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-130K- 5.53% |
$5.9M - $6.06M
|
2.22M
$51M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-162K- 24.8% |
$7.36M - $7.56M
|
491K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-175K- 9.43% |
$7.93M - $8.15M
|
1.68M
$38.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-176K- 37.91% |
$7.99M - $8.21M
|
288K
$6.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-216K- 74.1% |
$9.8M - $10.1M
|
75.4K
$1.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-262K- 12.37% |
$11.9M - $12.2M
|
1.86M
$42.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-283K- 65.5% |
$12.8M - $13.2M
|
149K
$3.42M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-680K- 71.16% |
$30.9M - $31.7M
|
276K
$6.33M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-772K- 30.79% |
$35.1M - $36M
|
1.74M
$39.8M
|