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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13.2K+ 18.63% |
$296K - $306K
|
83.8K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
12.5K+ 76.06% |
$281K - $290K
|
28.9K
$664K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
12.3K+ 32.22% |
$277K - $287K
|
50.6K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12.3K+ 9.69% |
$275K - $285K
|
139K
$3.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.1K+ 27.69% |
$271K - $280K
|
55.6K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
11.9KNew |
$268K - $277K
|
11.9K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
11.8KNew |
$264K - $274K
|
11.8K
$270K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
11.6K+ 12.76% |
$262K - $271K
|
103K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
11.5K+ 6.58% |
$259K - $268K
|
187K
$4.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
11.4K+ 4.2% |
$257K - $266K
|
284K
$6.52M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11.4KNew |
$256K - $265K
|
11.4K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 11.64% |
$251K - $260K
|
107K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11K+ 13.38% |
$248K - $256K
|
93.4K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
10.9K+ 12.15% |
$244K - $253K
|
100K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
10.8KNew |
$242K - $250K
|
10.8K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
10.6K+ 37.62% |
$239K - $247K
|
38.9K
$892K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.2KNew |
$229K - $237K
|
10.2K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
10.1KNew |
$227K - $235K
|
10.1K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
10K+ 25.71% |
$225K - $233K
|
49K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
10KNew |
$225K - $233K
|
10K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
9.99KNew |
$224K - $232K
|
9.99K
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
9.92K+ 9.73% |
$223K - $231K
|
112K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9.87KNew |
$222K - $229K
|
9.87K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
9.71K+ 21.83% |
$218K - $226K
|
54.2K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.67K+ 5.6% |
$217K - $225K
|
182K
$4.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
9.65KNew |
$217K - $225K
|
9.65K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
9.61KNew |
$216K - $223K
|
9.61K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.6K+ 7.37% |
$216K - $223K
|
140K
$3.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
9.46KNew |
$212K - $220K
|
9.46K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
9.25K+ 12.35% |
$208K - $215K
|
84.1K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.24KNew |
$208K - $215K
|
9.24K
$212K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
9.21KNew |
$207K - $214K
|
9.21K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
9.19K+ 5.2% |
$206K - $214K
|
186K
$4.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.14KNew |
$205K - $213K
|
9.14K
$210K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
9.05K+ 6.69% |
$203K - $210K
|
144K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
8.95KNew |
$201K - $208K
|
8.95K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
8.95K+ 2.09% |
$201K - $208K
|
438K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
8.82K+ 67.09% |
$198K - $205K
|
22K
$504K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.54K+ 30.75% |
$192K - $199K
|
36.3K
$833K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
8.4K+ 18.22% |
$189K - $195K
|
54.5K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.27K+ 7.76% |
$186K - $192K
|
115K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.21KNew |
$184K - $191K
|
8.21K
$189K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.21K+ 5.87% |
$184K - $191K
|
148K
$3.4M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
7.91K+ 2.99% |
$178K - $184K
|
273K
$6.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.68K+ 96.46% |
$173K - $179K
|
15.6K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.67K+ 1.04% |
$172K - $178K
|
743K
$17.1M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.53K+ 1.07% |
$169K - $175K
|
708K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
7.49K+ 9.14% |
$168K - $174K
|
89.4K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
7.48K+ 10.07% |
$168K - $174K
|
81.8K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
7.25K+ 10.09% |
$163K - $169K
|
79.1K
$1.82M
|