Purchases and Sales Made in Q2 2024 in Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

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 06, 2024 Q2 2024
W Advisors, LLC

Germantown, TN
BUY
 -
1.17K
+ 4.55%
$52.3K - $53.9K
26.9K $622K
Jul 24, 2024 Q2 2024
Oldfather Financial Services, LLC

BUY
 -
1.17K
+ 3.49%
$52.2K - $53.8K
34.7K $802K
Jul 31, 2024 Q2 2024
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
1.17K
+ 3.11%
$52.1K - $53.7K
38.6K $893K
Jul 05, 2024 Q2 2024
Versant Capital Management, Inc

BUY
 -
1.13K
+ 11.76%
$50.3K - $51.8K
10.7K $248K
Aug 06, 2024 Q2 2024
Beacon Financial Group

BUY
 -
1.01K
+ 5.64%
$45.2K - $46.5K
18.9K $437K
Jul 30, 2024 Q2 2024
Reston Wealth Management LLC

BUY
 -
993
+ 0.78%
$44.3K - $45.7K
129K $2.98M
Jul 19, 2024 Q2 2024
Rba Wealth Management, LLC

BUY
 -
988
+ 13.47%
$44.1K - $45.4K
8.33K $192K
Jul 15, 2024 Q2 2024
Lvw Advisors, LLC

BUY
 -
960
+ 3.45%
$42.9K - $44.2K
28.8K $665K
Jul 19, 2024 Q2 2024
Brand Asset Management Group, Inc.

BUY
 -
901
+ 6.83%
$40.2K - $41.4K
14.1K $326K
Jul 29, 2024 Q2 2024
Stephens Consulting, LLC

Flint, MI
BUY
 -
867
+ 124.93%
$38.7K - $39.9K
1.56K $36.1K
Jul 22, 2024 Q2 2024
Smart Portfolios, LLC

Seattle, WA
BUY
 -
835
+ 2.67%
$37.3K - $38.4K
32.1K $743K
Jul 15, 2024 Q2 2024
Fifth Third Securities, Inc.

BUY
 -
793
+ 0.57%
$35.4K - $36.5K
140K $3.24M
Aug 13, 2024 Q2 2024
Syon Capital LLC

San Francisco, CA
BUY
 -
751
+ 0.99%
$33.5K - $34.5K
76.3K $1.76M
Jul 26, 2024 Q2 2024
Sterling Investment Management, LLC

BUY
 -
719
+ 2.5%
$32.1K - $33.1K
29.5K $682K
Aug 14, 2024 Q2 2024
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
713
+ 1.89%
$31.8K - $32.8K
38.5K $889K
Jul 11, 2024 Q2 2024
Twele Capital Management, Inc.

BUY
 -
694
+ 2.77%
$31K - $31.9K
25.7K $594K
Jul 18, 2024 Q2 2024
Gsb Wealth Management, LLC

BUY
 -
692
+ 3.55%
$30.9K - $31.8K
20.2K $466K
Jul 15, 2024 Q2 2024
Lex Aurum Advisors, LLC

BUY
 -
679
+ 2.37%
$30.3K - $31.2K
29.3K $677K
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
676
+ 4.73%
$30.2K - $31.1K
15K $346K
Jul 23, 2024 Q2 2024
Mn Wealth Advisors, LLC

Overland Park, KS
BUY
 -
646
+ 1.27%
$28.9K - $29.7K
51.5K $1.19M
Jul 19, 2024 Q2 2024
Signet Investment Advisory Group, Inc.

BUY
 -
630
+ 3.63%
$28.1K - $29K
18K $416K
Jul 17, 2024 Q2 2024
Rkl Wealth Management LLC

BUY
 -
598
+ 0.88%
$26.7K - $27.5K
68.4K $1.58M
Jul 15, 2024 Q2 2024
Wedmont Private Capital

BUY
 -
572
+ 5.78%
$25.5K - $26.3K
10.5K $242K
Aug 21, 2024 Q2 2024
Advisory Alpha, LLC

BUY
 -
566
+ 6.28%
$25.3K - $26K
9.58K $221K
Jul 22, 2024 Q2 2024
Coordinated Financial Services, Inc./Co

Denver, CO
BUY
 -
551
+ 2.42%
$24.6K - $25.3K
23.3K $538K
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
535
+ 0.54%
$23.9K - $24.6K
98.9K $2.29M
Aug 13, 2024 Q2 2024
Badgley Phelps Wealth Managers, LLC

BUY
 -
531
+ 5.61%
$23.7K - $24.4K
10K $231K
Aug 12, 2024 Q2 2024
Hollencrest Capital Management

BUY
 -
517
+ 321.12%
$23.1K - $23.8K
678 $15.7K
Jul 24, 2024 Q2 2024
Capital Insight Partners, LLC

BUY
 -
459
+ 3.11%
$20.5K - $21.1K
15.2K $352K
Aug 07, 2024 Q2 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
447
+ 6.81%
$20K - $20.6K
7.01K $162K
Aug 13, 2024 Q2 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
441
+ 2.02%
$19.7K - $20.3K
22.3K $514K
Aug 09, 2024 Q2 2024
Fort Vancouver Investment Management, LLC

Vancouver, WA
BUY
 -
431
New
$19.2K - $19.8K
431 $9.96K
Jul 15, 2024 Q2 2024
Transform Wealth, LLC

BUY
 -
428
+ 1.05%
$19.1K - $19.7K
41.1K $949K
Aug 14, 2024 Q2 2024
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
395
+ 8.1%
$17.6K - $18.2K
5.27K $122K
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
394
+ 55.03%
$17.6K - $18.1K
1.11K $25.7K
Jul 19, 2024 Q2 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
384
+ 5.96%
$17.1K - $17.7K
6.83K $158K
Aug 02, 2024 Q2 2024
Verity Wealth Advisors

BUY
 -
359
+ 1.6%
$16K - $16.5K
22.9K $528K
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
334
New
$14.9K - $15.4K
334 $7.72K
Aug 14, 2024 Q2 2024
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
325
+ 5.68%
$14.5K - $14.9K
6.05K $140K
Jul 18, 2024 Q2 2024
Pure Financial Advisors, LLC

BUY
 -
314
+ 2.92%
$14K - $14.4K
11.1K $256K
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
241
+ 0.2%
$10.8K - $11.1K
122K $2.81M
Jul 10, 2024 Q2 2024
Simplicity Wealth,Llc

BUY
 -
226
+ 2.54%
$10.1K - $10.4K
9.11K $211K
Jul 11, 2024 Q2 2024
Juncture Wealth Strategies, LLC

BUY
 -
217
+ 1.17%
$9.69K - $9.98K
18.8K $435K
Aug 12, 2024 Q2 2024
Brighton Jones LLC

BUY
 -
216
+ 3.3%
$9.65K - $9.93K
6.77K $156K
Jul 26, 2024 Q2 2024
Mendel Capital Management LLC

BUY
 -
210
+ 0.63%
$9.38K - $9.66K
33.3K $771K
Aug 12, 2024 Q2 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
200
+ 2.14%
$8.93K - $9.2K
9.55K $221K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
196
New
$8.75K - $9.01K
196 $4.53K
Jul 18, 2024 Q2 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
187
+ 13.23%
$8.35K - $8.6K
1.6K $37K
Aug 06, 2024 Q2 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
174
+ 0.48%
$7.77K - $8K
36.4K $841K

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