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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.61K- 7.01% |
$36.1K - $37.4K
|
21.3K
$489K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.63K- 2.16% |
$36.6K - $37.9K
|
73.7K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.7K- 0.7% |
$38.1K - $39.4K
|
241K
$5.52M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.7K- 2.21% |
$38.1K - $39.5K
|
75.1K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.73K- 1.58% |
$38.9K - $40.3K
|
108K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.98K- 0.95% |
$44.5K - $46.1K
|
207K
$4.76M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.01KClosed |
$45.1K - $46.8K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.02K- 4.56% |
$45.5K - $47.1K
|
42.4K
$973K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.03K- 6.73% |
$45.5K - $47.2K
|
28.1K
$645K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.04K- 1.94% |
$45.8K - $47.4K
|
103K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-2.06K- 12.71% |
$46.3K - $48K
|
14.2K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.07K- 7.99% |
$46.5K - $48.1K
|
23.9K
$548K
|
|
|
May 12, 2025
Q1 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
SELL
|
- |
-2.1K- 10.1% |
$47.3K - $48.9K
|
18.7K
$430K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.14K- 1.42% |
$48.1K - $49.8K
|
149K
$3.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 4.68% |
$48.6K - $50.3K
|
44.1K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.17K- 6.45% |
$48.7K - $50.4K
|
31.5K
$722K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-2.19K- 2.06% |
$49.2K - $50.9K
|
104K
$2.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.22K- 2.52% |
$49.7K - $51.5K
|
85.9K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.22K- 9.72% |
$49.8K - $51.6K
|
20.6K
$473K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.22K- 63.43% |
$50K - $51.7K
|
1.28K
$29.4K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.3K- 1.58% |
$51.5K - $53.4K
|
143K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 13.66% |
$53.5K - $55.4K
|
15K
$346K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-2.45K- 17.66% |
$55K - $56.9K
|
11.4K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.52K- 1.12% |
$56.5K - $58.5K
|
222K
$5.1M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.53K- 17.7% |
$56.8K - $58.8K
|
11.7K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-2.58K- 14.52% |
$57.9K - $60K
|
15.2K
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.7K- 9.6% |
$60.6K - $62.8K
|
25.4K
$584K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.73K- 8.17% |
$61.3K - $63.5K
|
30.7K
$704K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.74K- 10.14% |
$61.5K - $63.7K
|
24.3K
$557K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.75K- 99.93% |
$61.8K - $64K
|
2
$45.9
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-2.79K- 6.13% |
$62.6K - $64.8K
|
42.7K
$979K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.86K- 8.09% |
$64.2K - $66.5K
|
32.5K
$746K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-2.93K- 11.58% |
$65.8K - $68.1K
|
22.3K
$513K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.01K- 0.62% |
$67.7K - $70.1K
|
486K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.05K- 3.77% |
$68.5K - $70.9K
|
77.8K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.23K- 8.71% |
$72.5K - $75K
|
33.8K
$777K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-3.51K- 0.74% |
$78.8K - $81.6K
|
473K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.6K- 10.58% |
$80.9K - $83.8K
|
30.4K
$699K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.78K- 3.18% |
$84.9K - $87.9K
|
115K
$2.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-3.85K- 10.39% |
$86.4K - $89.5K
|
33.2K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.08K- 3.86% |
$91.6K - $94.9K
|
102K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.26K- 1.01% |
$95.7K - $99.1K
|
418K
$9.59M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-4.34K- 73.61% |
$97.5K - $101K
|
1.56K
$35.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-4.35K- 1.21% |
$97.7K - $101K
|
356K
$8.17M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.48K- 0.67% |
$101K - $104K
|
660K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.56K- 62.91% |
$103K - $106K
|
2.69K
$61.8K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.65K- 12.51% |
$104K - $108K
|
32.5K
$747K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.68K- 12.44% |
$105K - $109K
|
32.9K
$756K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-4.79K- 0.82% |
$108K - $111K
|
579K
$13.3M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.81K- 68.11% |
$108K - $112K
|
2.25K
$51.7K
|