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 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
157+ 0.7% |
$7.01K - $7.22K
|
22.6K
$516K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
156+ 0.22% |
$6.97K - $7.17K
|
70.7K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
133+ 0.29% |
$5.94K - $6.12K
|
45.8K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
131New |
$5.85K - $6.02K
|
131
$3K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
114+ 1.21% |
$5.09K - $5.24K
|
9.55K
$219K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
108+ 150.0% |
$4.82K - $4.97K
|
180
$4.12K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
106+ 0.99% |
$4.73K - $4.87K
|
10.8K
$247K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
104+ 2.21% |
$4.64K - $4.78K
|
4.82K
$110K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
100New |
$4.47K - $4.6K
|
100
$2.29K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$4.47K - $4.6K
|
100
$2.29K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
98+ 1.61% |
$4.38K - $4.51K
|
6.19K
$142K
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
97+ 1.37% |
$4.33K - $4.46K
|
7.16K
$164K
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
89+ 0.98% |
$3.97K - $4.09K
|
9.2K
$211K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
80New |
$3.57K - $3.68K
|
80
$1.83K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
78+ 0.39% |
$3.48K - $3.59K
|
20.1K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
73+ 1.25% |
$3.26K - $3.36K
|
5.9K
$135K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
71New |
$3.17K - $3.27K
|
71
$1.63K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
68+ 2.16% |
$3.04K - $3.13K
|
3.22K
$73.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
62New |
$2.77K - $2.85K
|
62
$1.42K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
59+ 1.01% |
$2.63K - $2.71K
|
5.92K
$135K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
57New |
$2.55K - $2.62K
|
57
$1.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
54New |
$2.41K - $2.48K
|
54
$1.24K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
48+ 0.44% |
$2.14K - $2.21K
|
10.9K
$249K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
47+ 0.65% |
$2.1K - $2.16K
|
7.32K
$168K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
47+ 0.8% |
$2.1K - $2.16K
|
5.94K
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
45+ 2.18% |
$2.01K - $2.07K
|
2.11K
$48.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
41+ 0.98% |
$1.83K - $1.89K
|
4.23K
$96.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
41+ 0.49% |
$1.83K - $1.89K
|
8.43K
$193K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
40New |
$1.79K - $1.84K
|
40
$916
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
38+ 0.35% |
$1.7K - $1.75K
|
10.8K
$248K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.64% |
$1.43K - $1.47K
|
5.03K
$115K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
31New |
$1.38K - $1.43K
|
31
$710
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
30+ 0.29% |
$1.34K - $1.38K
|
10.4K
$239K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
26New |
$1.16K - $1.2K
|
26
$595
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
26New |
$1.16K - $1.2K
|
26
$595
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
23New |
$1.03K - $1.06K
|
23
$526
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16+ 2.99% |
$715 - $736
|
552
$12.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15+ 50.0% |
$670 - $690
|
45
$1.03K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
13+ 13.54% |
$581 - $598
|
109
$2.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
12+ 0.07% |
$536 - $552
|
16.7K
$383K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
12+ 0.23% |
$536 - $552
|
5.18K
$119K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
8+ 0.95% |
$357 - $368
|
850
$19.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
6+ 13.04% |
$268 - $276
|
52
$1.19K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.53% |
$223 - $230
|
951
$21.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5New |
$223 - $230
|
5
$114
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.03% |
$179 - $184
|
13K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4+ 0.3% |
$179 - $184
|
1.35K
$30.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 1.11% |
$134 - $138
|
274
$6.27K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.21% |
$134 - $138
|
1.46K
$33.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.77% |
$44.7 - $46
|
131
$3K
|