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
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.4K+ 28.6% |
$152K - $156K
|
15.3K
$350K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
3.32K+ 66.14% |
$148K - $152K
|
8.33K
$191K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.28K+ 45.09% |
$146K - $151K
|
10.5K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.22K+ 25.81% |
$144K - $148K
|
15.7K
$360K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.21K+ 18.65% |
$143K - $147K
|
20.4K
$468K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.17K+ 62.81% |
$142K - $146K
|
8.23K
$189K
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
3.16K+ 9.35% |
$141K - $145K
|
36.9K
$846K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
3.05K+ 69.98% |
$136K - $140K
|
7.41K
$170K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.02K+ 46.19% |
$135K - $139K
|
9.54K
$219K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.99K+ 24.81% |
$133K - $137K
|
15K
$345K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.94K+ 17.51% |
$131K - $135K
|
19.7K
$452K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.86K+ 1.69% |
$128K - $132K
|
172K
$3.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.86K+ 1.82% |
$128K - $131K
|
160K
$3.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.69K+ 4.87% |
$120K - $124K
|
57.9K
$1.33M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.6K+ 10.36% |
$116K - $119K
|
27.7K
$634K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.59K+ 0.37% |
$116K - $119K
|
701K
$16.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.53K+ 53.16% |
$113K - $116K
|
7.28K
$167K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.52K+ 8.57% |
$113K - $116K
|
32K
$733K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.46K+ 20.56% |
$110K - $113K
|
14.4K
$330K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.44K+ 31.59% |
$109K - $112K
|
10.1K
$233K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.32K+ 6.48% |
$104K - $107K
|
38.1K
$874K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.28K+ 11.93% |
$102K - $105K
|
21.4K
$490K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.19K+ 23.28% |
$97.9K - $101K
|
11.6K
$266K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.11K+ 139.67% |
$94.2K - $97K
|
3.62K
$83K
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
2.07K+ 7.98% |
$92.4K - $95.1K
|
28K
$641K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
2.07K+ 13.49% |
$92.3K - $95K
|
17.4K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.83K+ 11.39% |
$81.5K - $84K
|
17.9K
$410K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.81K+ 2.73% |
$80.8K - $83.2K
|
68.2K
$1.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.81K+ 11.7% |
$80.7K - $83.1K
|
17.2K
$395K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1.8K+ 4.39% |
$80.4K - $82.8K
|
42.8K
$981K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.76K+ 5.22% |
$78.8K - $81.1K
|
35.5K
$815K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.76K+ 10.84% |
$78.6K - $80.9K
|
18K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.73K+ 1.98% |
$77.3K - $79.6K
|
88.9K
$2.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.68K+ 5.7% |
$75K - $77.2K
|
31.1K
$714K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.68K+ 1.14% |
$74.9K - $77.1K
|
149K
$3.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.63K+ 1.09% |
$72.6K - $74.8K
|
151K
$3.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.56K+ 3.97% |
$69.7K - $71.7K
|
40.8K
$936K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.55K+ 8.8% |
$69.2K - $71.2K
|
19.2K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.49K+ 31.31% |
$66.6K - $68.6K
|
6.26K
$143K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.37K+ 2.49% |
$61.3K - $63.1K
|
56.4K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 13.99% |
$61.2K - $63K
|
11.2K
$256K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.37K+ 5.02% |
$61K - $62.8K
|
28.6K
$656K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.3K+ 4.42% |
$57.9K - $59.6K
|
30.7K
$703K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.26K+ 0.9% |
$56.4K - $58.1K
|
142K
$3.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
1.26K+ 1.09% |
$56.1K - $57.8K
|
116K
$2.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.25KNew |
$55.8K - $57.5K
|
1.25K
$28.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.22K+ 10.77% |
$54.7K - $56.3K
|
12.6K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
1.22K+ 18.57% |
$54.3K - $55.9K
|
7.76K
$178K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.18K+ 3.48% |
$52.7K - $54.2K
|
35K
$803K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.18K+ 10.48% |
$52.6K - $54.1K
|
12.4K
$285K
|