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 09, 2024
Q2 2024
|
Financial Life Advisors
|
BUY
|
- |
30.7K+ 6.12% |
$1.37M - $1.41M
|
533K
$12.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
30.3K+ 114.02% |
$1.35M - $1.39M
|
56.9K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
29.6K+ 55.09% |
$1.32M - $1.36M
|
83.4K
$1.91M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
27.6K+ 29.56% |
$1.23M - $1.27M
|
121K
$2.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
26.8K+ 13.18% |
$1.2M - $1.23M
|
230K
$5.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.6K+ 17.85% |
$1.19M - $1.22M
|
175K
$4.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.2K+ 17.65% |
$1.17M - $1.2M
|
174K
$3.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
24.9K+ 5.17% |
$1.11M - $1.14M
|
506K
$11.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
24.1KNew |
$1.08M - $1.11M
|
24.1K
$551K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
22.8K+ 4.4% |
$1.02M - $1.05M
|
541K
$12.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21.5K+ 20.98% |
$962K - $990K
|
124K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
20.3KNew |
$909K - $936K
|
20.3K
$466K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.2K+ 12.35% |
$901K - $928K
|
184K
$4.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
19.5K+ 69.66% |
$872K - $898K
|
47.5K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.4K+ 162.18% |
$868K - $894K
|
31.4K
$719K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.8K+ 1.12% |
$841K - $866K
|
1.7M
$38.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
18K+ 176.37% |
$805K - $829K
|
28.3K
$647K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
16.6K+ 13.2% |
$742K - $764K
|
142K
$3.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
16.2K+ 6.71% |
$722K - $743K
|
257K
$5.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.5K+ 3.15% |
$692K - $713K
|
507K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.3KNew |
$681K - $702K
|
15.3K
$349K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.1K+ 5.18% |
$631K - $650K
|
287K
$6.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.6K+ 6.48% |
$609K - $627K
|
224K
$5.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
13.5K+ 43.02% |
$605K - $623K
|
45K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.2K+ 6.57% |
$591K - $609K
|
215K
$4.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12.5K+ 28.1% |
$559K - $576K
|
57.1K
$1.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
12.4KNew |
$554K - $571K
|
12.4K
$284K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.4K+ 18.96% |
$552K - $569K
|
77.6K
$1.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
12.3KNew |
$550K - $567K
|
12.3K
$282K
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
11.6K+ 2.01% |
$518K - $533K
|
590K
$13.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
11.3K+ 10.57% |
$504K - $519K
|
118K
$2.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
11.1K+ 73.27% |
$495K - $510K
|
26.2K
$600K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.7K+ 25.05% |
$476K - $490K
|
53.2K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
10.5K+ 2.25% |
$470K - $484K
|
477K
$10.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.4K+ 8.9% |
$465K - $479K
|
127K
$2.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.4K+ 12.06% |
$464K - $478K
|
96.6K
$2.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
10.3K+ 8.51% |
$459K - $472K
|
131K
$3M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
10.2KNew |
$456K - $470K
|
10.2K
$234K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 59.04% |
$452K - $465K
|
27.2K
$624K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
10.1K+ 13.1% |
$449K - $463K
|
86.8K
$1.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.92K+ 10.25% |
$443K - $456K
|
107K
$2.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9.86K+ 1.85% |
$440K - $453K
|
543K
$12.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
9.58KNew |
$428K - $440K
|
9.58K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.5K+ 3.08% |
$424K - $437K
|
318K
$7.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.37K+ 160.81% |
$418K - $431K
|
15.2K
$348K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.21K+ 24.23% |
$411K - $424K
|
47.2K
$1.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
9.06K+ 23.25% |
$405K - $417K
|
48K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.92K+ 4.95% |
$399K - $410K
|
189K
$4.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
8.78K+ 5.7% |
$392K - $404K
|
163K
$3.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.56K+ 0.88% |
$382K - $394K
|
981K
$22.4M
|