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 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.18K+ 57.9% |
$372K - $382K
|
22.3K
$512K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.13KNew |
$370K - $380K
|
8.13K
$187K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7.71K+ 26.57% |
$350K - $360K
|
36.7K
$843K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7.71KNew |
$350K - $360K
|
7.71K
$177K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
7.7K+ 23.39% |
$350K - $359K
|
40.6K
$933K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
7.25K+ 5.17% |
$329K - $338K
|
147K
$3.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.23K+ 19.37% |
$329K - $337K
|
44.6K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.15KNew |
$325K - $334K
|
7.15K
$164K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
7.13K+ 67.22% |
$324K - $333K
|
17.7K
$407K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
7.09K+ 9.31% |
$322K - $331K
|
83.2K
$1.91M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.84K+ 43.94% |
$311K - $319K
|
22.4K
$514K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6.62K+ 20.47% |
$301K - $309K
|
39K
$895K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.53KNew |
$297K - $305K
|
6.53K
$150K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6.43KNew |
$292K - $300K
|
6.43K
$148K
|
|
|
May 10, 2024
Q1 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
6.2K+ 9.47% |
$282K - $289K
|
71.7K
$1.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6.2K+ 2.64% |
$282K - $289K
|
241K
$5.52M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.12K+ 7.18% |
$278K - $286K
|
91.4K
$2.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.9K+ 5.84% |
$268K - $275K
|
107K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.87K+ 26.94% |
$267K - $274K
|
27.6K
$635K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.77K+ 24.35% |
$262K - $269K
|
29.5K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.56K+ 2.8% |
$252K - $259K
|
204K
$4.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.54K+ 0.98% |
$252K - $259K
|
573K
$13.2M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.5K+ 17.65% |
$250K - $257K
|
36.7K
$842K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.43K+ 11.96% |
$247K - $254K
|
50.9K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.2KNew |
$236K - $243K
|
5.2K
$119K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.12KNew |
$233K - $239K
|
5.12K
$118K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
5.1K+ 45.26% |
$232K - $238K
|
16.4K
$376K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.05KNew |
$230K - $236K
|
5.05K
$116K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.93K+ 19.45% |
$224K - $230K
|
30.3K
$695K
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.91K+ 3.95% |
$223K - $229K
|
129K
$2.97M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.87K+ 37.1% |
$221K - $227K
|
18K
$413K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
4.79K+ 6.42% |
$218K - $224K
|
79.5K
$1.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.77K+ 3.93% |
$217K - $223K
|
126K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.76KNew |
$216K - $222K
|
4.76K
$109K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.66K+ 9.23% |
$212K - $218K
|
55.2K
$1.27M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.46K+ 6.52% |
$202K - $208K
|
72.8K
$1.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.38KNew |
$199K - $205K
|
4.38K
$101K
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
4.21K+ 75.56% |
$191K - $197K
|
9.79K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.03K+ 2.63% |
$183K - $188K
|
157K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.93K+ 19.47% |
$178K - $183K
|
24.1K
$553K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
3.92K+ 15.35% |
$178K - $183K
|
29.4K
$676K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.86K+ 1166.47% |
$175K - $180K
|
4.19K
$96.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
3.58K+ 7.49% |
$163K - $167K
|
51.3K
$1.18M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.58K+ 2.29% |
$162K - $167K
|
159K
$3.66M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.58K+ 33.95% |
$162K - $167K
|
14.1K
$324K
|
|
|
May 06, 2024
Q1 2024
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
3.53K+ 17.46% |
$160K - $165K
|
23.8K
$546K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.5K+ 44.54% |
$159K - $163K
|
11.4K
$261K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.47K+ 24.57% |
$158K - $162K
|
17.6K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.43K+ 10.0% |
$156K - $160K
|
37.7K
$867K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.38K+ 55.33% |
$153K - $158K
|
9.48K
$218K
|