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 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-528- 4.59% |
$24K - $24.6K
|
11K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-571- 10.1% |
$25.9K - $26.6K
|
5.08K
$117K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-578- 44.67% |
$26.3K - $27K
|
716
$16.4K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-636- 4.26% |
$28.9K - $29.7K
|
14.3K
$328K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-641- 36.17% |
$29.1K - $29.9K
|
1.13K
$26K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-670- 6.49% |
$30.4K - $31.3K
|
9.65K
$222K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-719- 3.74% |
$32.7K - $33.6K
|
18.5K
$425K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-726- 13.74% |
$33K - $33.9K
|
4.56K
$105K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-730- 8.31% |
$33.2K - $34.1K
|
8.05K
$185K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-735- 8.76% |
$33.4K - $34.3K
|
7.66K
$176K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-748- 2.24% |
$34K - $34.9K
|
32.7K
$750K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-750- 13.75% |
$34.1K - $35K
|
4.7K
$108K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-764- 9.21% |
$34.7K - $35.7K
|
7.53K
$173K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-798- 2.18% |
$36.3K - $37.2K
|
35.8K
$822K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-800- 0.84% |
$36.4K - $37.3K
|
94.7K
$2.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-814- 1.21% |
$37K - $38K
|
66.4K
$1.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-856- 50.41% |
$38.9K - $39.9K
|
842
$19.3K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-945- 7.39% |
$42.9K - $44.1K
|
11.8K
$272K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-991- 14.83% |
$45K - $46.2K
|
5.69K
$131K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1K- 9.73% |
$45.4K - $46.7K
|
9.28K
$213K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.04K- 2.67% |
$47.1K - $48.4K
|
37.8K
$868K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.07K- 9.91% |
$48.8K - $50.1K
|
9.75K
$224K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.07K- 41.25% |
$48.8K - $50.1K
|
1.53K
$35.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.1K- 0.51% |
$49.8K - $51.2K
|
215K
$4.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.15K- 8.88% |
$52.2K - $53.6K
|
11.8K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.16K- 8.51% |
$52.8K - $54.3K
|
12.5K
$287K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.2K- 4.02% |
$54.5K - $56K
|
28.6K
$657K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-1.2K- 13.7% |
$54.7K - $56.1K
|
7.58K
$174K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.22K- 3.9% |
$55.5K - $57K
|
30.1K
$691K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.22K- 8.49% |
$55.6K - $57.1K
|
13.2K
$303K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 2.6% |
$56.7K - $58.2K
|
46.6K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.3K- 5.16% |
$58.9K - $60.5K
|
23.9K
$548K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.32K- 8.05% |
$60.2K - $61.8K
|
15.1K
$347K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.37K- 18.35% |
$62.2K - $63.9K
|
6.09K
$140K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1.39K- 14.58% |
$63.1K - $64.8K
|
8.13K
$187K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.4K- 10.07% |
$63.7K - $65.4K
|
12.5K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.42K- 3.64% |
$64.4K - $66.1K
|
37.5K
$860K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.42K- 2.36% |
$64.7K - $66.5K
|
58.8K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.43K- 5.82% |
$64.8K - $66.5K
|
23.1K
$530K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-1.44K- 3.4% |
$65.6K - $67.4K
|
41K
$941K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.47K- 11.99% |
$67K - $68.8K
|
10.8K
$248K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.49K- 1.1% |
$67.7K - $69.5K
|
134K
$3.07M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-1.53K- 19.41% |
$69.3K - $71.2K
|
6.33K
$145K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.54K- 53.02% |
$69.8K - $71.6K
|
1.36K
$31.2K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.61K- 1.0% |
$73K - $75K
|
159K
$3.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.65K- 15.29% |
$74.7K - $76.8K
|
9.11K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.7K- 22.9% |
$77.2K - $79.3K
|
5.73K
$131K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.92K- 10.57% |
$87.2K - $89.6K
|
16.2K
$373K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.02K- 0.92% |
$91.7K - $94.2K
|
217K
$4.97M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.05K- 10.28% |
$93.3K - $95.8K
|
17.9K
$411K
|