Purchases and Sales Made in Q1 2025 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q1 2025. 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 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-164K- 40.93% |
$3.69M - $3.82M
|
237K
$5.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-172K- 52.16% |
$3.85M - $3.99M
|
157K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-189K- 77.68% |
$4.24M - $4.39M
|
54.2K
$1.25M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-216K- 27.53% |
$4.85M - $5.03M
|
569K
$13.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-227K- 49.29% |
$5.1M - $5.28M
|
233K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-255K- 75.83% |
$5.73M - $5.94M
|
81.4K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-314K- 7.4% |
$7.05M - $7.3M
|
3.93M
$90.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-487K- 8.26% |
$10.9M - $11.3M
|
5.41M
$124M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-505K- 11.44% |
$11.3M - $11.7M
|
3.91M
$89.7M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-728K- 30.08% |
$16.3M - $16.9M
|
1.69M
$38.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-763K- 39.97% |
$17.1M - $17.7M
|
1.15M
$26.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-824K- 20.44% |
$18.5M - $19.2M
|
3.21M
$73.6M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.28M- 14.83% |
$28.8M - $29.8M
|
7.35M
$169M
|