Purchases and Sales Made in Q2 2024 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.65M+ 5.12% |
$73.6M - $75.8M
|
33.8M
$775M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.16M+ 26.03% |
$52M - $53.6M
|
5.64M
$129M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
941KNew |
$42M - $43.3M
|
941K
$21.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
543KNew |
$24.3M - $25M
|
543K
$12.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
503KNew |
$22.5M - $23.1M
|
503K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
333KNew |
$14.9M - $15.3M
|
333K
$7.64M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
296K+ 36.09% |
$13.2M - $13.6M
|
1.12M
$25.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
289KNew |
$12.9M - $13.3M
|
289K
$6.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
287K+ 25.1% |
$12.8M - $13.2M
|
1.43M
$32.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
270KNew |
$12.1M - $12.4M
|
270K
$6.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
182K+ 855.49% |
$8.13M - $8.38M
|
203K
$4.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
163KNew |
$7.26M - $7.48M
|
163K
$3.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
151K+ 6.22% |
$6.76M - $6.96M
|
2.59M
$59.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
138K+ 9.78% |
$6.15M - $6.34M
|
1.55M
$35.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
133KNew |
$5.95M - $6.13M
|
133K
$3.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
122K+ 4.77% |
$5.45M - $5.62M
|
2.68M
$61.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
107K+ 319.33% |
$4.77M - $4.92M
|
140K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
106K+ 16.12% |
$4.74M - $4.88M
|
764K
$17.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
103K+ 98.07% |
$4.58M - $4.72M
|
207K
$4.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
99KNew |
$4.42M - $4.55M
|
99K
$2.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
90.6KNew |
$4.04M - $4.16M
|
90.6K
$2.08M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
88.6K+ 44.16% |
$3.96M - $4.08M
|
289K
$6.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
85.9K+ 426.82% |
$3.84M - $3.95M
|
106K
$2.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
80.5K+ 4.94% |
$3.59M - $3.7M
|
1.71M
$39.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
78.9K+ 34.62% |
$3.53M - $3.63M
|
307K
$7.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
73.6K+ 16.63% |
$3.29M - $3.38M
|
516K
$11.8M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
64.5KNew |
$2.88M - $2.97M
|
64.5K
$1.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
59.5KNew |
$2.66M - $2.74M
|
59.5K
$1.36M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
57.3K+ 115.49% |
$2.56M - $2.63M
|
107K
$2.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
56.5K+ 2.27% |
$2.53M - $2.6M
|
2.54M
$58.3M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
51.8KNew |
$2.31M - $2.38M
|
51.8K
$1.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
51.2KNew |
$2.28M - $2.35M
|
51.2K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.5K+ 402.78% |
$1.99M - $2.04M
|
55.5K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
44.4KNew |
$1.98M - $2.04M
|
44.4K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
44K+ 15.27% |
$1.96M - $2.02M
|
332K
$7.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
42.3K+ 7.29% |
$1.89M - $1.95M
|
623K
$14.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
42.2KNew |
$1.88M - $1.94M
|
42.2K
$967K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
42.1K+ 26.79% |
$1.88M - $1.94M
|
199K
$4.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
39.4K+ 218.61% |
$1.76M - $1.81M
|
57.4K
$1.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
39K+ 30.95% |
$1.74M - $1.79M
|
165K
$3.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
36.4K+ 25.44% |
$1.62M - $1.67M
|
179K
$4.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
35.8K+ 1566.58% |
$1.6M - $1.64M
|
38K
$872K
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
35.7K+ 17.51% |
$1.6M - $1.64M
|
240K
$5.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
35.6KNew |
$1.59M - $1.64M
|
35.6K
$817K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
35K+ 10925.63% |
$1.56M - $1.61M
|
35.3K
$809K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.6K+ 17.75% |
$1.55M - $1.59M
|
230K
$5.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33.7K+ 42.22% |
$1.5M - $1.55M
|
113K
$2.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
33.6K+ 14.86% |
$1.5M - $1.55M
|
260K
$5.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
32K+ 11.35% |
$1.43M - $1.47M
|
313K
$7.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
31.2K+ 60.67% |
$1.4M - $1.44M
|
82.8K
$1.9M
|