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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
28KNew |
$1.27M - $1.31M
|
28K
$643K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
27.5K+ 85.13% |
$1.25M - $1.29M
|
59.9K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
27.5K+ 15.63% |
$1.25M - $1.28M
|
203K
$4.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
25.4K+ 5.33% |
$1.16M - $1.19M
|
503K
$11.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
24.3K+ 15.39% |
$1.11M - $1.14M
|
182K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
24KNew |
$1.09M - $1.12M
|
24K
$552K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
23.3K+ 22.72% |
$1.06M - $1.09M
|
126K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
22.8KNew |
$1.03M - $1.06M
|
22.8K
$522K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.6K+ 11.1% |
$1.03M - $1.06M
|
226K
$5.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
22.4K+ 2.35% |
$1.02M - $1.04M
|
972K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.8K+ 303.12% |
$944K - $969K
|
27.6K
$634K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20.6K+ 21.42% |
$938K - $963K
|
117K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
20.5K+ 14.98% |
$931K - $956K
|
157K
$3.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
19.7KNew |
$896K - $920K
|
19.7K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
19.2KNew |
$872K - $896K
|
19.2K
$441K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
18.9K+ 49.71% |
$858K - $881K
|
56.9K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
18.1K+ 59.19% |
$822K - $844K
|
48.6K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 13.85% |
$819K - $842K
|
148K
$3.4M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.1KNew |
$779K - $800K
|
17.1K
$393K
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
16.7K+ 2.64% |
$760K - $780K
|
651K
$14.9M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
16.4K+ 17.86% |
$745K - $765K
|
108K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.3K+ 8.8% |
$740K - $760K
|
202K
$4.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
16.1KNew |
$729K - $749K
|
16.1K
$369K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.9K+ 10.8% |
$721K - $740K
|
163K
$3.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.7K+ 22.31% |
$714K - $734K
|
86.2K
$1.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
15.7K+ 16.79% |
$711K - $731K
|
109K
$2.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
15.5K+ 16.08% |
$703K - $722K
|
112K
$2.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
14.8K+ 69.23% |
$674K - $692K
|
36.3K
$833K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
13.8K+ 34.6% |
$628K - $645K
|
53.7K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
13.8K+ 9.7% |
$626K - $643K
|
156K
$3.58M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13.3K+ 7.94% |
$603K - $619K
|
180K
$4.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
13KNew |
$589K - $605K
|
13K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.8K+ 34.13% |
$581K - $596K
|
50.2K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 8.3% |
$569K - $584K
|
163K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12KNew |
$545K - $559K
|
12K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.9KNew |
$540K - $554K
|
11.9K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
10.6KNew |
$483K - $496K
|
10.6K
$244K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
9.84K+ 8.34% |
$447K - $459K
|
128K
$2.93M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
9.83K+ 62.94% |
$447K - $459K
|
25.5K
$584K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
9.82K+ 3.62% |
$446K - $458K
|
282K
$6.46M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.68K+ 11.12% |
$440K - $452K
|
96.7K
$2.22M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
9.53KNew |
$433K - $445K
|
9.53K
$219K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.36K+ 10.04% |
$425K - $437K
|
103K
$2.36M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
8.93K+ 1.7% |
$406K - $417K
|
533K
$12.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.79K+ 2.93% |
$399K - $410K
|
309K
$7.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8.71K+ 13.12% |
$396K - $407K
|
75.1K
$1.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
8.44K+ 5.27% |
$384K - $394K
|
168K
$3.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
8.41K+ 1.22% |
$382K - $392K
|
698K
$16M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
8.2K+ 1.61% |
$373K - $383K
|
518K
$11.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
8.2KNew |
$373K - $383K
|
8.2K
$188K
|