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
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.31K+ 41.23% |
$150K - $155K
|
11.3K
$261K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.31K+ 4.09% |
$150K - $154K
|
84.2K
$1.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.25KNew |
$148K - $152K
|
3.25K
$74.7K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.12K+ 3.71% |
$142K - $146K
|
87.2K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.1K+ 42.37% |
$141K - $144K
|
10.4K
$239K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.05K+ 7.78% |
$139K - $142K
|
42.3K
$972K
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.97K+ 1.58% |
$135K - $139K
|
191K
$4.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.88K+ 26.16% |
$131K - $134K
|
13.9K
$319K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.66K+ 20.85% |
$121K - $124K
|
15.4K
$355K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.59K+ 15.83% |
$118K - $121K
|
19K
$436K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.55K+ 1.02% |
$116K - $119K
|
252K
$5.79M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.5K+ 5.41% |
$114K - $117K
|
48.8K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.42K+ 16.83% |
$110K - $113K
|
16.8K
$386K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.38K+ 34.48% |
$108K - $111K
|
9.3K
$214K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.33K+ 1.13% |
$106K - $109K
|
208K
$4.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 12.57% |
$102K - $104K
|
20K
$460K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.23K+ 8.93% |
$101K - $104K
|
27.2K
$625K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.18K+ 8.46% |
$99.2K - $102K
|
28K
$643K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
2.18K+ 2.07% |
$99.2K - $102K
|
108K
$2.48M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.1K+ 2.18% |
$95.6K - $98.2K
|
98.4K
$2.26M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.1K+ 2.04% |
$95.2K - $97.8K
|
105K
$2.41M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 25.56% |
$94.9K - $97.4K
|
10.3K
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.08K+ 21.11% |
$94.6K - $97.2K
|
11.9K
$275K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.08K+ 7.48% |
$94.4K - $96.9K
|
29.9K
$686K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
2.05K+ 1.73% |
$93.2K - $95.7K
|
121K
$2.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.04K+ 29.8% |
$92.7K - $95.2K
|
8.89K
$204K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
2.04K+ 2.6% |
$92.6K - $95.1K
|
80.4K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.02K+ 5.08% |
$91.6K - $94K
|
41.7K
$958K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.99K+ 5.82% |
$90.6K - $93K
|
36.2K
$833K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.75K+ 1.35% |
$79.3K - $81.5K
|
131K
$3.01M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.74K+ 8.51% |
$79.2K - $81.3K
|
22.2K
$511K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.74K+ 4.12% |
$78.9K - $81K
|
43.8K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.67K+ 6.07% |
$75.7K - $77.7K
|
29.1K
$669K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
BUY
|
- |
1.64K+ 1.19% |
$74.4K - $76.4K
|
139K
$3.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 10.43% |
$73.8K - $75.8K
|
17.2K
$395K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.62K+ 4.44% |
$73.5K - $75.5K
|
38K
$874K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.61K+ 2.52% |
$73.3K - $75.3K
|
65.5K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.61K+ 20.83% |
$73.2K - $75.2K
|
9.35K
$215K
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.6K+ 6.82% |
$72.7K - $74.6K
|
25K
$575K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.59KNew |
$72.4K - $74.4K
|
1.59K
$36.6K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.59K+ 8.56% |
$72.1K - $74.1K
|
20.1K
$463K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.52KNew |
$69K - $70.9K
|
1.52K
$34.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.47K+ 0.67% |
$66.9K - $68.7K
|
223K
$5.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.4K+ 0.44% |
$63.7K - $65.4K
|
320K
$7.36M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.4K+ 3.16% |
$63.6K - $65.3K
|
45.7K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.37KNew |
$62K - $63.7K
|
1.37K
$31.4K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 4.94% |
$59.8K - $61.5K
|
28K
$643K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.28K+ 1.92% |
$58.2K - $59.7K
|
67.8K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.27K+ 1.62% |
$57.9K - $59.5K
|
79.7K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.27K+ 3.91% |
$57.7K - $59.3K
|
33.8K
$776K
|