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 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
733+ 16.13% |
$16.5K - $17K
|
5.28K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
700New |
$15.7K - $16.3K
|
700
$16.1K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
609+ 2.8% |
$13.7K - $14.2K
|
22.4K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
560+ 3.68% |
$12.6K - $13K
|
15.8K
$362K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
559+ 11.71% |
$12.6K - $13K
|
5.33K
$122K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
547New |
$12.3K - $12.7K
|
547
$12.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
532+ 2.53% |
$11.9K - $12.4K
|
21.5K
$494K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
524New |
$11.8K - $12.2K
|
524
$12K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
487New |
$10.9K - $11.3K
|
487
$11.2K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
469+ 0.84% |
$10.5K - $10.9K
|
56K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
462New |
$10.4K - $10.7K
|
462
$10.6K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
443+ 1.31% |
$9.95K - $10.3K
|
34.3K
$788K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
402+ 2.4% |
$9.03K - $9.35K
|
17.2K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
396+ 1.38% |
$8.89K - $9.21K
|
29.2K
$669K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
384+ 2.74% |
$8.62K - $8.93K
|
14.4K
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
376New |
$8.44K - $8.75K
|
376
$8.63K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
376+ 261.11% |
$8.44K - $8.75K
|
520
$11.9K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
357+ 0.49% |
$8.02K - $8.3K
|
73.9K
$1.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
349+ 5.43% |
$7.84K - $8.12K
|
6.77K
$155K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
302+ 2.27% |
$6.78K - $7.02K
|
13.6K
$312K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
299+ 0.58% |
$6.72K - $6.95K
|
51.9K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
291+ 6.1% |
$6.54K - $6.77K
|
5.06K
$116K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
285+ 0.53% |
$6.4K - $6.63K
|
54.3K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
283+ 2.53% |
$6.36K - $6.58K
|
11.5K
$264K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
282New |
$6.33K - $6.56K
|
282
$6.47K
|
|
|
May 14, 2025
Q1 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
258+ 2.66% |
$5.79K - $6K
|
9.96K
$229K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
257+ 0.26% |
$5.77K - $5.98K
|
98.1K
$2.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
253+ 1.31% |
$5.68K - $5.88K
|
19.5K
$448K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
234+ 1.14% |
$5.26K - $5.44K
|
20.7K
$476K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
198+ 2.02% |
$4.45K - $4.61K
|
10K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
194+ 1.39% |
$4.36K - $4.51K
|
14.2K
$325K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
170+ 14.0% |
$3.82K - $3.95K
|
1.38K
$31.8K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
156+ 0.71% |
$3.5K - $3.63K
|
22.2K
$510K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
151+ 0.16% |
$3.39K - $3.51K
|
97.4K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
124+ 0.24% |
$2.79K - $2.88K
|
51.4K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
122+ 0.75% |
$2.74K - $2.84K
|
16.3K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
115+ 0.39% |
$2.58K - $2.67K
|
29.7K
$683K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
113+ 30.54% |
$2.54K - $2.63K
|
483
$11.1K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
113+ 0.83% |
$2.54K - $2.63K
|
13.7K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
104+ 0.63% |
$2.34K - $2.42K
|
16.6K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
88+ 0.71% |
$1.98K - $2.05K
|
12.5K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
86+ 0.71% |
$1.93K - $2K
|
12.2K
$280K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
76+ 0.22% |
$1.71K - $1.77K
|
33.9K
$778K
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
73+ 23.1% |
$1.64K - $1.7K
|
389
$8.93K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
65+ 0.38% |
$1.46K - $1.51K
|
17K
$390K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
62+ 0.72% |
$1.39K - $1.44K
|
8.71K
$200K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
53+ 0.18% |
$1.19K - $1.23K
|
28.7K
$660K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
52New |
$1.17K - $1.21K
|
52
$1.19K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
49+ 0.41% |
$1.1K - $1.14K
|
12.1K
$277K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
42New |
$943 - $977
|
42
$964
|