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 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.77% |
$44.7 - $46
|
131
$3.03K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- 0.1% |
$44.7 - $46
|
959
$22.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-10- 0.05% |
$447 - $460
|
19.6K
$454K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-13- 9.03% |
$581 - $598
|
131
$3.03K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15- 45.45% |
$670 - $690
|
18
$416
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-26- 5.6% |
$1.16K - $1.2K
|
438
$10.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-27- 0.57% |
$1.21K - $1.24K
|
4.68K
$108K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-27- 1.0% |
$1.21K - $1.24K
|
2.67K
$61.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-28- 0.12% |
$1.25K - $1.29K
|
23.4K
$540K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-31- 0.68% |
$1.38K - $1.43K
|
4.53K
$105K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-40- 0.46% |
$1.79K - $1.84K
|
8.62K
$199K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-53- 0.02% |
$2.37K - $2.44K
|
252K
$5.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-55- 1.58% |
$2.46K - $2.53K
|
3.43K
$79.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-55- 77.46% |
$2.46K - $2.53K
|
16
$370
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-55- 77.46% |
$2.46K - $2.53K
|
16
$370
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-68- 0.83% |
$3.04K - $3.13K
|
8.09K
$187K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-78- 1.55% |
$3.48K - $3.59K
|
4.94K
$114K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-83- 1.02% |
$3.71K - $3.82K
|
8.05K
$186K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-91- 1.51% |
$4.06K - $4.19K
|
5.93K
$137K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-94- 3.22% |
$4.2K - $4.32K
|
2.82K
$65.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-113- 0.04% |
$5.05K - $5.2K
|
252K
$5.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-124- 0.83% |
$5.54K - $5.7K
|
14.9K
$344K
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
SELL
|
- |
-124- 2.12% |
$5.54K - $5.7K
|
5.72K
$132K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-127- 1.12% |
$5.67K - $5.84K
|
11.2K
$258K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-135- 2.66% |
$6.03K - $6.21K
|
4.95K
$114K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-136- 1.41% |
$6.07K - $6.25K
|
9.51K
$220K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-148- 1.55% |
$6.61K - $6.81K
|
9.38K
$217K
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-150- 1.16% |
$6.7K - $6.9K
|
12.8K
$296K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-155- 1.59% |
$6.92K - $7.13K
|
9.6K
$222K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-163- 2.28% |
$7.28K - $7.5K
|
6.99K
$162K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-165- 1.96% |
$7.37K - $7.59K
|
8.26K
$191K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-175- 0.54% |
$7.82K - $8.05K
|
32.5K
$751K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-182- 3.57% |
$8.13K - $8.37K
|
4.91K
$114K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-187- 0.36% |
$8.35K - $8.6K
|
51.9K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-200Closed |
$8.93K - $9.2K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-202- 34.24% |
$9.02K - $9.29K
|
388
$8.97K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-205- 2.06% |
$9.16K - $9.43K
|
9.72K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-220- 3.7% |
$9.83K - $10.1K
|
5.72K
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-250- 3.89% |
$11.2K - $11.5K
|
6.18K
$143K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-252- 2.5% |
$11.3K - $11.6K
|
9.83K
$227K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-264- 2.0% |
$11.8K - $12.1K
|
12.9K
$298K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-265- 6.95% |
$11.8K - $12.2K
|
3.55K
$82K
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-279- 2.72% |
$12.5K - $12.8K
|
9.98K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-300- 3.87% |
$13.4K - $13.8K
|
7.45K
$172K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-312- 2.38% |
$13.9K - $14.3K
|
12.8K
$296K
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-327- 5.06% |
$14.6K - $15K
|
6.13K
$142K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-329- 3.0% |
$14.7K - $15.1K
|
10.6K
$246K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-343- 12.0% |
$15.3K - $15.8K
|
2.52K
$58.1K
|