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 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-41.8K- 29.99% |
$1.86M - $1.92M
|
97.5K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-43.7K- 2.52% |
$1.95M - $2.01M
|
1.69M
$38.8M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-57K- 64.21% |
$2.55M - $2.62M
|
31.8K
$728K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-59.5K- 73.36% |
$2.66M - $2.74M
|
21.6K
$495K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-59.5K- 4.21% |
$2.66M - $2.74M
|
1.36M
$31.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60K- 2.7% |
$2.68M - $2.76M
|
2.16M
$49.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-77.3K- 40.37% |
$3.45M - $3.55M
|
114K
$2.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-85.2K- 4.59% |
$3.8M - $3.92M
|
1.77M
$40.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-108K- 47.65% |
$4.84M - $4.99M
|
119K
$2.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-111K- 9.27% |
$4.95M - $5.1M
|
1.08M
$24.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-130K- 90.66% |
$5.83M - $6M
|
13.4K
$308K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-148K- 95.14% |
$6.62M - $6.81M
|
7.57K
$174K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-156K- 95.61% |
$6.95M - $7.16M
|
7.15K
$164K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-196K- 5.46% |
$8.77M - $9.03M
|
3.4M
$77.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-270K- 97.88% |
$12M - $12.4M
|
5.84K
$134K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-271K- 41.64% |
$12.1M - $12.5M
|
380K
$8.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-555K- 96.82% |
$24.8M - $25.5M
|
18.2K
$418K
|