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 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.24K- 13.36% |
$55.4K - $57K
|
8.04K
$184K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.26K- 5.65% |
$56.3K - $58K
|
21.1K
$482K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.28K- 2.59% |
$57.1K - $58.8K
|
48.1K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.34K- 17.2% |
$60K - $61.8K
|
6.47K
$148K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.35K- 17.61% |
$60.2K - $62K
|
6.31K
$144K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.37K- 10.01% |
$61.3K - $63.1K
|
12.3K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1.48K- 0.63% |
$66.1K - $68.1K
|
235K
$5.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.6K- 0.94% |
$71.6K - $73.7K
|
169K
$3.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.63K- 1.59% |
$72.8K - $75K
|
101K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.64K- 8.65% |
$73.1K - $75.3K
|
17.3K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.65K- 6.85% |
$73.6K - $75.8K
|
22.4K
$513K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.67K- 5.8% |
$74.4K - $76.6K
|
27K
$619K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.69K- 14.6% |
$75.7K - $77.9K
|
9.91K
$227K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.9K- 4.33% |
$84.7K - $87.2K
|
41.9K
$960K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.91K- 7.6% |
$85.2K - $87.7K
|
23.2K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.96K- 4.77% |
$87.7K - $90.3K
|
39.2K
$896K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 19.26% |
$88.2K - $90.9K
|
8.28K
$190K
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-2.02K- 2.55% |
$90.3K - $93K
|
77.5K
$1.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.11K- 36.58% |
$94.1K - $96.9K
|
3.65K
$83.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.14K- 0.67% |
$95.5K - $98.4K
|
318K
$7.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.19K- 3.04% |
$97.7K - $101K
|
69.9K
$1.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.29K- 13.86% |
$102K - $105K
|
14.2K
$326K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 2.86% |
$105K - $108K
|
80.1K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-2.38K- 27.13% |
$106K - $110K
|
6.4K
$147K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.42K- 12.46% |
$108K - $111K
|
17K
$388K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.43K- 5.0% |
$109K - $112K
|
46.2K
$1.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 3.29% |
$110K - $113K
|
72.6K
$1.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.51K- 26.54% |
$112K - $116K
|
6.95K
$159K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.56K- 28.9% |
$114K - $118K
|
6.29K
$144K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.57K- 4.28% |
$115K - $118K
|
57.4K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.59K- 13.66% |
$116K - $119K
|
16.4K
$375K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.71K- 51.49% |
$121K - $125K
|
2.55K
$58.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.75K- 9.44% |
$123K - $126K
|
26.4K
$603K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.81K- 9.36% |
$125K - $129K
|
27.2K
$623K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.94K- 17.48% |
$131K - $135K
|
13.9K
$318K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-3K- 39.62% |
$134K - $138K
|
4.57K
$105K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.09K- 12.83% |
$138K - $142K
|
21K
$481K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.29K- 15.15% |
$147K - $151K
|
18.4K
$422K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.58K- 2.24% |
$160K - $164K
|
156K
$3.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3.72K- 10.27% |
$166K - $171K
|
32.5K
$745K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.85K- 4.21% |
$172K - $177K
|
87.6K
$2M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.86K- 92.1% |
$172K - $178K
|
331
$7.58K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.96K- 6.04% |
$177K - $182K
|
61.5K
$1.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-4.14K- 15.63% |
$185K - $190K
|
22.3K
$511K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.26K- 37.08% |
$190K - $196K
|
7.23K
$166K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-4.37K- 4.17% |
$195K - $201K
|
101K
$2.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-4.43K- 20.96% |
$198K - $204K
|
16.7K
$383K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4.59K- 28.61% |
$205K - $211K
|
11.5K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.71K- 1.2% |
$210K - $217K
|
387K
$8.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4.82K- 13.42% |
$215K - $221K
|
31.1K
$711K
|