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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.87K- 39.0% |
$218K - $224K
|
7.62K
$175K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-4.94K- 6.6% |
$220K - $227K
|
69.9K
$1.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.97K- 8.59% |
$222K - $229K
|
52.9K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.41K- 19.89% |
$241K - $249K
|
21.8K
$499K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.81K- 2.94% |
$259K - $267K
|
192K
$4.4M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.9K- 25.57% |
$263K - $271K
|
17.2K
$394K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.97K- 3.13% |
$267K - $275K
|
184K
$4.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.13K- 6.47% |
$274K - $282K
|
88.6K
$2.03M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-6.18K- 34.58% |
$276K - $284K
|
11.7K
$268K
|
|
|
Jul 29, 2024
Q2 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-6.89K- 3.78% |
$308K - $317K
|
176K
$4.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-7.05K- 35.92% |
$315K - $324K
|
12.6K
$288K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.17K- 2.11% |
$320K - $330K
|
332K
$7.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-7.38K- 12.71% |
$330K - $339K
|
50.7K
$1.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-7.4K- 12.58% |
$331K - $340K
|
51.4K
$1.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.44K- 32.83% |
$332K - $342K
|
15.2K
$349K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.47K- 13.79% |
$334K - $343K
|
46.7K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.92K- 33.2% |
$354K - $364K
|
15.9K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-8K- 7.1% |
$357K - $368K
|
105K
$2.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-8.02K- 49.02% |
$358K - $369K
|
8.34K
$191K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-8.08K- 7.96% |
$361K - $371K
|
93.4K
$2.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-8.51K- 6.5% |
$380K - $391K
|
122K
$2.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-8.81K- 24.02% |
$393K - $405K
|
27.9K
$639K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-9.51K- 5.12% |
$425K - $437K
|
176K
$4.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.91K- 13.61% |
$442K - $456K
|
62.9K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-10.1K- 4.37% |
$449K - $462K
|
220K
$5.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-10.6K- 18.86% |
$474K - $489K
|
45.7K
$1.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-11.8K- 20.84% |
$529K - $545K
|
45K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.2K- 60.33% |
$545K - $561K
|
8.03K
$184K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-12.5K- 30.01% |
$559K - $575K
|
29.2K
$669K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-13.1K- 6.09% |
$586K - $603K
|
202K
$4.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-14.1K- 32.31% |
$630K - $649K
|
29.6K
$678K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-14.5K- 10.81% |
$646K - $665K
|
119K
$2.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.9K- 25.9% |
$667K - $687K
|
42.7K
$980K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-18.5K- 93.2% |
$828K - $852K
|
1.35K
$31K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-19K- 26.33% |
$850K - $876K
|
53.3K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.8K- 93.38% |
$927K - $954K
|
1.47K
$33.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-22.3K- 49.98% |
$997K - $1.03M
|
22.3K
$512K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-22.6K- 47.22% |
$1.01M - $1.04M
|
25.3K
$579K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-24.1K- 12.7% |
$1.08M - $1.11M
|
165K
$3.79M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-24.1K- 12.7% |
$1.08M - $1.11M
|
165K
$3.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-24.4K- 18.4% |
$1.09M - $1.12M
|
108K
$2.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-26.8K- 24.85% |
$1.2M - $1.23M
|
81K
$1.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-33K- 55.04% |
$1.47M - $1.52M
|
26.9K
$617K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-33.9K- 15.64% |
$1.51M - $1.56M
|
183K
$4.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-34.2K- 43.14% |
$1.53M - $1.57M
|
45.1K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-34.3K- 11.2% |
$1.53M - $1.58M
|
272K
$6.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-35.8K- 61.41% |
$1.6M - $1.65M
|
22.5K
$516K
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-36.3K- 14.14% |
$1.62M - $1.67M
|
221K
$5.06M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-37.9K- 35.03% |
$1.69M - $1.74M
|
70.3K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-41.7K- 7.53% |
$1.86M - $1.92M
|
512K
$11.7M
|