Purchases and Sales Made in Q1 2025 in Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

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 29, 2025 Q1 2025
Apeiron Ria LLC

BUY
 -
45.2K
+ 24.81%
$1.01M - $1.05M
227K $5.22M
May 14, 2025 Q1 2025
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
42K
New
$944K - $978K
42K $965K
May 20, 2025 Q1 2025
Tenret CO LLC

BUY
 -
41.6K
+ 5.27%
$935K - $968K
831K $19.1M
May 01, 2025 Q1 2025
Northwest Capital Management Inc

BUY
 -
36.5K
+ 34.32%
$821K - $850K
143K $3.28M
May 05, 2025 Q1 2025
Ifp Advisors, Inc

BUY
 -
36.1K
+ 10.89%
$812K - $841K
368K $8.45M
May 06, 2025 Q1 2025
Atria Investments LLC

Charlotte, NC
BUY
 -
35.9K
+ 49.53%
$806K - $834K
108K $2.49M
May 15, 2025 Q1 2025
Hrt Financial LP

New York, NY
BUY
 -
35.7K
New
$801K - $830K
35.7K $819K
Apr 21, 2025 Q1 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
34K
+ 12.62%
$764K - $791K
304K $6.97M
May 16, 2025 Q1 2025
Coordinated Financial Services, Inc./Co

Denver, CO
BUY
 -
33.7K
+ 144.59%
$757K - $784K
57K $1.31M
May 07, 2025 Q1 2025
Stonekeep Investments, LLC

Sante Fe, NM
BUY
 -
32.6K
+ 28.38%
$731K - $757K
147K $3.38M
Apr 22, 2025 Q1 2025
Garde Capital, Inc.

Seattle, WA
BUY
 -
31.1K
New
$698K - $723K
31.1K $714K
Apr 02, 2025 Q1 2025
Marcum Wealth, LLC

BUY
 -
30.8K
New
$691K - $716K
30.8K $706K
May 13, 2025 Q1 2025
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
30.5K
+ 28.6%
$684K - $709K
137K $3.14M
May 15, 2025 Q1 2025
Apriem Advisors

Irvine, CA
BUY
 -
30K
+ 7.05%
$675K - $699K
456K $10.5M
May 01, 2025 Q1 2025
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
28.5K
+ 2.5%
$640K - $663K
1.17M $26.8M
Apr 24, 2025 Q1 2025
Financial Life Advisors

BUY
 -
27.5K
+ 2.25%
$618K - $640K
1.25M $28.7M
May 05, 2025 Q1 2025
Nwam LLC

Mercer Island, WA
BUY
 -
26.5K
+ 35.91%
$595K - $616K
100K $2.3M
May 06, 2025 Q1 2025
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
26.4K
+ 3.3%
$594K - $615K
827K $19M
May 14, 2025 Q1 2025
Kilter Howling LLC

Boulder, CO
BUY
 -
25.8K
+ 2.26%
$579K - $599K
1.17M $26.8M
May 19, 2025 Q1 2025
Advisory Alpha, LLC

BUY
 -
25.7K
New
$577K - $598K
25.7K $590K
Apr 14, 2025 Q1 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
25K
+ 10.4%
$561K - $581K
265K $6.09M
May 12, 2025 Q1 2025
Peak Financial Management, Inc.

BUY
 -
24.5K
+ 8.87%
$550K - $569K
300K $6.9M
May 15, 2025 Q1 2025
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
23.5K
+ 4.45%
$529K - $547K
552K $12.7M
May 13, 2025 Q1 2025
Seek First Inc.

Campbell, CA
BUY
 -
22.8K
New
$512K - $530K
22.8K $523K
May 06, 2025 Q1 2025
Ae Wealth Management LLC

BUY
 -
22.8K
+ 6.88%
$511K - $529K
354K $8.12M
May 15, 2025 Q1 2025
Signature Estate & Investment Advisors LLC

BUY
 -
22.8K
+ 6.29%
$511K - $529K
384K $8.82M
May 08, 2025 Q1 2025
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
21.5K
+ 2.02%
$484K - $501K
1.09M $25M
Apr 24, 2025 Q1 2025
Clay Northam Wealth Management, LLC

BUY
 -
21.4K
+ 7.97%
$481K - $498K
290K $6.65M
May 08, 2025 Q1 2025
Towercrest Capital Management

Newtown, PA
BUY
 -
19K
+ 1.78%
$428K - $443K
1.09M $25M
Apr 14, 2025 Q1 2025
Lex Aurum Advisors, LLC

BUY
 -
19K
+ 31.76%
$426K - $441K
78.6K $1.81M
May 01, 2025 Q1 2025
Cwm, LLC

BUY
 -
18.6K
+ 4.8%
$417K - $431K
405K $9.29M
May 13, 2025 Q1 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
18.4K
+ 1837200.0%
$413K - $427K
18.4K $422K
Apr 30, 2025 Q1 2025
Quotient Wealth Partners, LLC

Houston, TX
BUY
 -
18.4K
New
$413K - $427K
18.4K $422K
Apr 23, 2025 Q1 2025
Creative Financial Designs Inc

BUY
 -
18.3K
+ 7.77%
$411K - $425K
254K $5.82M
Apr 24, 2025 Q1 2025
Hidden Cove Wealth Management, LLC

Bainbridge Island, WA
BUY
 -
18.2K
+ 10.43%
$408K - $423K
192K $4.41M
May 02, 2025 Q1 2025
Mayflower Financial Advisors, LLC

BUY
 -
17.8K
+ 4.42%
$400K - $414K
421K $9.65M
Apr 25, 2025 Q1 2025
Lansing Street Advisors

BUY
 -
15.9K
New
$357K - $370K
15.9K $365K
May 12, 2025 Q1 2025
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
15.8K
+ 68.28%
$355K - $368K
39K $895K
May 14, 2025 Q1 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
15.7K
New
$352K - $365K
15.7K $360K
Apr 24, 2025 Q1 2025
Legacy Wealth Management, Inc

BUY
 -
15.5K
+ 64.69%
$347K - $359K
39.3K $903K
May 20, 2025 Q1 2025
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
15.4K
New
$347K - $359K
15.4K $355K
May 20, 2025 Q1 2025
Belpointe Asset Management LLC

BUY
 -
15.4K
New
$347K - $359K
15.4K $355K
Apr 09, 2025 Q1 2025
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
15.4K
+ 3.61%
$346K - $359K
443K $10.2M
Apr 09, 2025 Q1 2025
Worth Asset Management, LLC

BUY
 -
14.3K
New
$321K - $333K
14.3K $329K
Apr 15, 2025 Q1 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
14.3K
+ 3.77%
$321K - $332K
394K $9.04M
May 14, 2025 Q1 2025
Mml Investors Services, LLC

Springfield, MA
BUY
 -
13.5K
+ 6.07%
$303K - $314K
236K $5.42M
Apr 16, 2025 Q1 2025
Dynamic Advisor Solutions LLC

BUY
 -
13.5K
New
$302K - $313K
13.5K $309K
Apr 21, 2025 Q1 2025
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
13.3K
New
$299K - $310K
13.3K $306K
Apr 11, 2025 Q1 2025
First National Corp

BUY
 -
13.2K
New
$297K - $308K
13.2K $304K

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