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
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.61K+ 12.67% |
$58.6K - $60.7K
|
23.2K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 3.44% |
$58.5K - $60.6K
|
78.3K
$1.8M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.57K+ 132.56% |
$57.7K - $59.8K
|
4.51K
$103K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.56K+ 1.6% |
$57.6K - $59.6K
|
163K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.49K+ 0.73% |
$56K - $58K
|
343K
$7.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
2.49K+ 3.06% |
$55.9K - $57.8K
|
83.8K
$1.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
2.48K+ 10.26% |
$55.6K - $57.6K
|
26.6K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.43K+ 23.0% |
$54.5K - $56.4K
|
13K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.3K+ 1.52% |
$51.7K - $53.5K
|
154K
$3.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.27K+ 3.88% |
$51.1K - $52.9K
|
60.9K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.25K+ 5.71% |
$50.4K - $52.2K
|
41.6K
$955K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.23K+ 13.51% |
$50.1K - $51.9K
|
18.8K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.17K+ 3.88% |
$48.7K - $50.4K
|
58K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.13K+ 5.36% |
$47.9K - $49.6K
|
41.9K
$962K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2K+ 6.67% |
$44.9K - $46.5K
|
32K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.95K+ 15.88% |
$43.8K - $45.3K
|
14.2K
$326K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
1.92K+ 1.73% |
$43.1K - $44.6K
|
113K
$2.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.88K+ 6.1% |
$42.3K - $43.8K
|
32.7K
$752K
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
1.85K+ 19.27% |
$41.5K - $43K
|
11.4K
$263K
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.81K+ 9.2% |
$40.6K - $42.1K
|
21.5K
$493K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.76K+ 0.71% |
$39.6K - $41K
|
252K
$5.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.74K+ 5.32% |
$39K - $40.4K
|
34.4K
$789K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
1.7K+ 1.97% |
$38.3K - $39.6K
|
88K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.66K+ 5.97% |
$37.3K - $38.6K
|
29.5K
$677K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.65K+ 6.58% |
$37.1K - $38.4K
|
26.8K
$615K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.61K+ 0.54% |
$36.1K - $37.4K
|
302K
$6.94M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.58K+ 25.92% |
$35.6K - $36.8K
|
7.69K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.58K+ 15.35% |
$35.5K - $36.8K
|
11.9K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.55K+ 1.06% |
$34.9K - $36.1K
|
148K
$3.41M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.52K+ 8.3% |
$34.2K - $35.4K
|
19.8K
$456K
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.47K+ 4.09% |
$32.9K - $34.1K
|
37.3K
$857K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 4.4% |
$31.7K - $32.9K
|
33.5K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.36K+ 3.63% |
$30.4K - $31.5K
|
38.7K
$888K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.32K+ 4.2% |
$29.7K - $30.8K
|
32.8K
$754K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 2.16% |
$29K - $30.1K
|
61.2K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
1.29K+ 0.71% |
$29K - $30.1K
|
183K
$4.21M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.29K+ 1.76% |
$28.9K - $30K
|
74.6K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.26K+ 3.42% |
$28.3K - $29.3K
|
38.1K
$875K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.2K+ 3.08% |
$27K - $28K
|
40.2K
$922K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 3.49% |
$26.9K - $27.8K
|
35.5K
$815K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.18K+ 6.08% |
$26.4K - $27.4K
|
20.5K
$471K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.17K+ 4.76% |
$26.2K - $27.2K
|
25.7K
$590K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.09K+ 2.66% |
$24.4K - $25.3K
|
42K
$964K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.05K+ 8.43% |
$23.5K - $24.3K
|
13.4K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.04KNew |
$23.2K - $24.1K
|
1.04K
$23.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.03K+ 12.55% |
$23.2K - $24.1K
|
9.27K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
979+ 5.42% |
$22K - $22.8K
|
19K
$437K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
962+ 3.07% |
$21.6K - $22.4K
|
32.3K
$741K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
912+ 1.6% |
$20.5K - $21.2K
|
57.7K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
840New |
$18.9K - $19.5K
|
840
$19.3K
|