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 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-2.06K- 7.21% |
$93.5K - $96K
|
26.5K
$608K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.23K- 8.71% |
$101K - $104K
|
23.4K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.23K- 25.36% |
$101K - $104K
|
6.57K
$151K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-2.25K- 21.59% |
$102K - $105K
|
8.16K
$187K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.29K- 3.68% |
$104K - $107K
|
60K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.31K- 9.24% |
$105K - $108K
|
22.7K
$520K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-2.37K- 15.81% |
$107K - $110K
|
12.6K
$289K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.55K- 46.61% |
$116K - $119K
|
2.92K
$67K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-2.6K- 11.7% |
$118K - $121K
|
19.6K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.65K- 31.25% |
$120K - $124K
|
5.83K
$134K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.94K- 11.96% |
$133K - $137K
|
21.6K
$496K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.94K- 52.23% |
$134K - $137K
|
2.69K
$61.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.96K- 9.6% |
$134K - $138K
|
27.8K
$639K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-2.99K- 10.84% |
$136K - $139K
|
24.6K
$565K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.09K- 9.34% |
$141K - $144K
|
30K
$689K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.15K- 34.5% |
$143K - $147K
|
5.98K
$137K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.27K- 13.08% |
$148K - $152K
|
21.7K
$498K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.29K- 25.54% |
$149K - $154K
|
9.59K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3.35K- 40.02% |
$152K - $156K
|
5.02K
$115K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.35K- 5.83% |
$152K - $156K
|
54.2K
$1.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.45K- 9.87% |
$157K - $161K
|
31.5K
$723K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.47K- 65.5% |
$158K - $162K
|
1.83K
$42K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.49K- 4.83% |
$159K - $163K
|
68.9K
$1.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.55K- 37.07% |
$161K - $166K
|
6.02K
$138K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-3.59K- 20.37% |
$163K - $167K
|
14K
$322K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.61K- 7.63% |
$164K - $168K
|
43.7K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-3.85K- 16.27% |
$175K - $179K
|
19.8K
$454K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-3.87K- 3.26% |
$176K - $181K
|
115K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.88K- 8.62% |
$176K - $181K
|
41.1K
$944K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4.01K- 10.05% |
$182K - $187K
|
35.9K
$824K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.05K- 20.15% |
$184K - $189K
|
16K
$368K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-4.24K- 5.16% |
$193K - $198K
|
78K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-4.35K- 0.75% |
$198K - $203K
|
578K
$13.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-4.38K- 16.15% |
$199K - $204K
|
22.7K
$522K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.63K- 53.51% |
$210K - $216K
|
4.02K
$92.4K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.68K- 29.3% |
$213K - $218K
|
11.3K
$259K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.47K- 30.1% |
$248K - $255K
|
12.7K
$291K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.96K- 2.76% |
$271K - $278K
|
210K
$4.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-6.09K- 26.68% |
$277K - $284K
|
16.7K
$384K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-6.3K- 14.11% |
$286K - $294K
|
38.4K
$881K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.51K- 1.27% |
$296K - $304K
|
505K
$11.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-6.55K- 74.16% |
$298K - $306K
|
2.28K
$52.4K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.7K- 1.28% |
$305K - $313K
|
516K
$11.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.9K- 12.22% |
$313K - $322K
|
49.6K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.47K- 4.76% |
$339K - $349K
|
149K
$3.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.6K- 44.53% |
$345K - $355K
|
9.46K
$217K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.89K- 28.06% |
$359K - $368K
|
20.2K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-8.45K- 24.12% |
$384K - $394K
|
26.6K
$610K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-8.77K- 32.92% |
$398K - $409K
|
17.9K
$410K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.77K- 31.15% |
$399K - $409K
|
19.4K
$445K
|