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
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-343- 25.22% |
$15.3K - $15.8K
|
1.02K
$23.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-384- 5.43% |
$17.1K - $17.7K
|
6.69K
$155K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-386- 20.43% |
$17.2K - $17.8K
|
1.5K
$34.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-416- 1.57% |
$18.6K - $19.1K
|
26.1K
$603K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-435- 2.13% |
$19.4K - $20K
|
20K
$462K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-443- 1.46% |
$19.8K - $20.4K
|
29.8K
$689K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-447- 4.81% |
$20K - $20.6K
|
8.85K
$205K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-477- 1.6% |
$21.3K - $21.9K
|
29.4K
$679K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
SELL
|
- |
-491- 7.75% |
$21.9K - $22.6K
|
5.84K
$135K
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-501- 3.54% |
$22.4K - $23K
|
13.7K
$316K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-513- 13.02% |
$22.9K - $23.6K
|
3.43K
$79.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-514- 3.64% |
$23K - $23.6K
|
13.6K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-518- 2.03% |
$23.1K - $23.8K
|
24.9K
$576K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-527- 0.68% |
$23.5K - $24.2K
|
77.5K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-564- 66.82% |
$25.2K - $25.9K
|
280
$6.47K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-573- 37.5% |
$25.6K - $26.4K
|
955
$22.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-599- 1.45% |
$26.8K - $27.5K
|
40.8K
$943K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-601- 2.17% |
$26.8K - $27.6K
|
27K
$625K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-605- 5.11% |
$27K - $27.8K
|
11.2K
$260K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-606- 0.7% |
$27.1K - $27.9K
|
85.8K
$1.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-646- 1.62% |
$28.9K - $29.7K
|
39.3K
$908K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-667- 4.29% |
$29.8K - $30.7K
|
14.9K
$344K
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-674- 2.7% |
$30.1K - $31K
|
24.3K
$562K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-708- 2.35% |
$31.6K - $32.6K
|
29.4K
$679K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-738- 18.34% |
$33K - $33.9K
|
3.29K
$75.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-741- 13.02% |
$33.1K - $34.1K
|
4.95K
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-749- 1.75% |
$33.5K - $34.4K
|
42.1K
$972K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-759- 6.22% |
$33.9K - $34.9K
|
11.4K
$264K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-760- 0.91% |
$33.9K - $35K
|
82.4K
$1.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-798- 7.53% |
$35.6K - $36.7K
|
9.81K
$227K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-805- 5.8% |
$36K - $37K
|
13.1K
$302K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-849- 1.13% |
$37.9K - $39K
|
74.3K
$1.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-859- 3.78% |
$38.4K - $39.5K
|
21.9K
$505K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-861- 33.63% |
$38.5K - $39.6K
|
1.7K
$39.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-868- 4.47% |
$38.8K - $39.9K
|
18.6K
$429K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-897- 11.14% |
$40.1K - $41.3K
|
7.16K
$165K
|
|
|
Aug 13, 2024
Q2 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-911- 14.65% |
$40.7K - $41.9K
|
5.31K
$123K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-927- 0.99% |
$41.4K - $42.6K
|
93.2K
$2.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-939- 0.84% |
$41.9K - $43.2K
|
111K
$2.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-946- 7.55% |
$42.2K - $43.5K
|
11.6K
$268K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-954- 5.16% |
$42.6K - $43.9K
|
17.5K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-986- 53.91% |
$44K - $45.3K
|
843
$19.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-1.01K- 12.4% |
$45K - $46.4K
|
7.12K
$165K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-1.01K- 3.62% |
$45.1K - $46.4K
|
26.9K
$622K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.07K- 3.5% |
$47.6K - $49K
|
29.4K
$680K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.15K- 5.31% |
$51.2K - $52.8K
|
20.5K
$473K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.16K- 9.14% |
$51.8K - $53.3K
|
11.5K
$267K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.21K- 4.32% |
$53.9K - $55.5K
|
26.7K
$617K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.23K- 9.73% |
$54.7K - $56.3K
|
11.4K
$263K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.24K- 13.36% |
$55.4K - $57K
|
8.04K
$186K
|