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 29, 2024
Q2 2024
|
Tenret CO LLC
|
BUY
|
- |
8.47K+ 2.47% |
$378K - $390K
|
352K
$8.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.41KNew |
$376K - $387K
|
8.41K
$193K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
8.34K+ 49.69% |
$373K - $384K
|
25.1K
$575K
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
8.19KNew |
$366K - $377K
|
8.19K
$187K
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
8.17KNew |
$365K - $376K
|
8.17K
$187K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
8.15K+ 130.77% |
$364K - $375K
|
14.4K
$329K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.04KNew |
$314K - $324K
|
7.04K
$161K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
7.04K+ 62.03% |
$314K - $324K
|
18.4K
$421K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.97KNew |
$311K - $321K
|
6.97K
$160K
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6.82K+ 2.79% |
$304K - $314K
|
251K
$5.74M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.7K+ 1.3% |
$299K - $308K
|
522K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.7K+ 1.3% |
$299K - $308K
|
522K
$12M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.39K+ 3.26% |
$286K - $294K
|
203K
$4.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.31K+ 29.06% |
$282K - $290K
|
28K
$641K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6.15K+ 2.96% |
$274K - $283K
|
214K
$4.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.1KNew |
$272K - $280K
|
6.1K
$140K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6KNew |
$268K - $276K
|
6K
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.98K+ 11.9% |
$267K - $275K
|
56.2K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.96KNew |
$266K - $274K
|
5.96K
$136K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.95KNew |
$266K - $274K
|
5.95K
$136K
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
5.88K+ 4.55% |
$263K - $270K
|
135K
$3.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
5.83K+ 7.25% |
$260K - $268K
|
86.2K
$1.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.56K+ 52.34% |
$248K - $256K
|
16.2K
$370K
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
5.49K+ 2.46% |
$245K - $253K
|
228K
$5.23M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.32KNew |
$238K - $245K
|
5.32K
$122K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.24K+ 4.81% |
$234K - $241K
|
114K
$2.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5.14KNew |
$230K - $236K
|
5.14K
$118K
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.07KNew |
$226K - $233K
|
5.07K
$116K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.07KNew |
$226K - $233K
|
5.07K
$116K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.96KNew |
$221K - $228K
|
4.96K
$113K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.9K+ 10.39% |
$219K - $225K
|
52.1K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.79K+ 10.26% |
$214K - $220K
|
51.4K
$1.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.78KNew |
$214K - $220K
|
4.78K
$110K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.67KNew |
$209K - $215K
|
4.67K
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.67K+ 16.9% |
$208K - $215K
|
32.3K
$739K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.65K+ 5.52% |
$208K - $214K
|
88.9K
$2.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
4.64K+ 3.52% |
$207K - $214K
|
136K
$3.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.62K+ 44.82% |
$206K - $212K
|
14.9K
$341K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.59KNew |
$205K - $211K
|
4.59K
$105K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
4.53K+ 2.69% |
$202K - $208K
|
173K
$3.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.47K+ 47.16% |
$200K - $206K
|
14K
$319K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.38K+ 11.92% |
$195K - $201K
|
41.1K
$941K
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
3.99K+ 7.77% |
$178K - $183K
|
55.3K
$1.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.92K+ 7.42% |
$175K - $180K
|
56.7K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.91K+ 13.97% |
$175K - $180K
|
31.9K
$730K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.79K+ 14.38% |
$169K - $174K
|
30.1K
$690K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 0.73% |
$165K - $170K
|
509K
$11.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.66K+ 13.08% |
$163K - $168K
|
31.6K
$724K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.55K+ 16.69% |
$158K - $163K
|
24.8K
$567K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
3.4K+ 2.45% |
$152K - $157K
|
142K
$3.25M
|