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 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
7.23K+ 11.01% |
$162K - $168K
|
72.9K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
7.2K+ 3.26% |
$162K - $167K
|
228K
$5.24M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.99K+ 11.71% |
$157K - $163K
|
66.7K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.95K+ 46.91% |
$156K - $162K
|
21.8K
$500K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6.59K+ 7.02% |
$148K - $153K
|
100K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.51K+ 4.09% |
$146K - $151K
|
166K
$3.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.34K+ 13.53% |
$142K - $148K
|
53.2K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6.26K+ 1.07% |
$141K - $146K
|
593K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.25K+ 62.58% |
$140K - $145K
|
16.2K
$373K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
5.88K+ 43.44% |
$132K - $137K
|
19.4K
$445K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.82K+ 0.92% |
$131K - $135K
|
642K
$14.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
5.76K+ 7.85% |
$129K - $134K
|
79.1K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.59K+ 5.77% |
$126K - $130K
|
102K
$2.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
5.43K+ 1.14% |
$122K - $126K
|
482K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.32K+ 1.09% |
$119K - $124K
|
494K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.24KNew |
$118K - $122K
|
5.24K
$120K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.23K+ 6.21% |
$117K - $122K
|
89.4K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.07K+ 22.7% |
$114K - $118K
|
27.4K
$629K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
5K+ 19.05% |
$112K - $116K
|
31.2K
$717K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.98K+ 3.38% |
$112K - $116K
|
152K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.98KNew |
$112K - $116K
|
4.98K
$114K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.78K+ 11.21% |
$107K - $111K
|
47.4K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
4.75K+ 52.33% |
$107K - $111K
|
13.8K
$318K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.73K+ 5.63% |
$106K - $110K
|
88.8K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.6K+ 2.09% |
$103K - $107K
|
224K
$5.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
4.45K+ 2.5% |
$100K - $104K
|
183K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.44K+ 9.64% |
$99.7K - $103K
|
50.5K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
4.31K+ 5.17% |
$96.9K - $100K
|
87.7K
$2.01M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
4.26K+ 6.87% |
$95.7K - $99.1K
|
66.3K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.24K+ 2.25% |
$95.1K - $98.5K
|
192K
$4.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
4K+ 3.22% |
$89.8K - $93K
|
128K
$2.94M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
3.95K+ 17.93% |
$88.7K - $91.9K
|
26K
$596K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.78K+ 5.76% |
$84.8K - $87.8K
|
69.3K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3.68K+ 1.47% |
$82.6K - $85.5K
|
254K
$5.82M
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
3.61K+ 2.24% |
$81K - $83.9K
|
165K
$3.78M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.53K+ 22.3% |
$79.3K - $82.1K
|
19.4K
$444K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.53K+ 8.02% |
$79.2K - $82K
|
47.5K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3.34K+ 201.45% |
$75.1K - $77.7K
|
5K
$115K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.34K+ 4.51% |
$74.9K - $77.6K
|
77.4K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.33K+ 0.61% |
$74.8K - $77.5K
|
547K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.29K+ 6.58% |
$73.8K - $76.5K
|
53.3K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.19K+ 4.42% |
$71.6K - $74.2K
|
75.3K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
3.14K+ 2.81% |
$70.6K - $73.1K
|
115K
$2.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
3.13K+ 1.69% |
$70.4K - $72.9K
|
189K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.02K+ 1.34% |
$67.9K - $70.3K
|
229K
$5.25M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.01K+ 0.32% |
$67.5K - $69.9K
|
949K
$21.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
2.93K+ 4.64% |
$65.9K - $68.2K
|
66.1K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
2.79K+ 6.71% |
$62.7K - $64.9K
|
44.4K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.68K+ 7.48% |
$60.3K - $62.4K
|
38.6K
$886K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.67K+ 1005.66% |
$59.9K - $62K
|
2.93K
$67.3K
|