Purchases and Sales Made in Q3 2024 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.47M+ 54.66% |
$66.3M - $70.2M
|
4.15M
$96M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.35M+ 87.5% |
$61.2M - $64.8M
|
2.9M
$67.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
885KNew |
$40M - $42.4M
|
885K
$20.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
761KNew |
$34.4M - $36.4M
|
761K
$17.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
689K+ 12.22% |
$31.2M - $33M
|
6.33M
$146M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
660K+ 111.96% |
$29.8M - $31.6M
|
1.25M
$28.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
511K+ 99.69% |
$23.1M - $24.4M
|
1.02M
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
376K+ 139.17% |
$17M - $18M
|
645K
$14.9M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
374KNew |
$16.9M - $17.9M
|
374K
$8.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
357K+ 124.37% |
$16.1M - $17.1M
|
643K
$14.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
296K+ 34780.82% |
$13.4M - $14.2M
|
296K
$6.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
263K+ 10.19% |
$11.9M - $12.6M
|
2.85M
$65.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
253K+ 100.45% |
$11.4M - $12.1M
|
505K
$11.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
236K+ 16.48% |
$10.7M - $11.3M
|
1.67M
$38.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
236K+ 109.68% |
$10.7M - $11.3M
|
451K
$10.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
214K+ 64.55% |
$9.69M - $10.3M
|
546K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
196K+ 25.69% |
$8.87M - $9.4M
|
961K
$22.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
171K+ 105.33% |
$7.75M - $8.21M
|
334K
$7.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
161K+ 192.69% |
$7.26M - $7.69M
|
244K
$5.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
109K+ 155.73% |
$4.92M - $5.21M
|
179K
$4.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
102K+ 123.25% |
$4.61M - $4.88M
|
185K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99.4K+ 7.33% |
$4.49M - $4.76M
|
1.45M
$33.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
94.6K+ 79.41% |
$4.28M - $4.53M
|
214K
$4.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
93.1K+ 18.03% |
$4.21M - $4.45M
|
609K
$14.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
92.9K+ 260.92% |
$4.2M - $4.45M
|
129K
$2.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
90.1K+ 66.03% |
$4.07M - $4.31M
|
226K
$5.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
86.3KNew |
$3.9M - $4.13M
|
86.3K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
84.9K+ 352.6% |
$3.84M - $4.06M
|
109K
$2.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
82.8K+ 306.06% |
$3.74M - $3.96M
|
110K
$2.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
68.1K+ 998.21% |
$3.08M - $3.26M
|
75K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
67.1K+ 131.13% |
$3.03M - $3.21M
|
118K
$2.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
65.2K+ 171.48% |
$2.95M - $3.12M
|
103K
$2.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
63.8K+ 180.87% |
$2.88M - $3.05M
|
99.1K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
62.5K+ 24.01% |
$2.82M - $2.99M
|
323K
$7.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
60.6K+ 154.83% |
$2.74M - $2.9M
|
99.8K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
60.1K+ 215.79% |
$2.72M - $2.88M
|
88K
$2.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
54.5K+ 5.79% |
$2.46M - $2.61M
|
996K
$23M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
53.4KNew |
$2.41M - $2.55M
|
53.4K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
50.9K+ 8.16% |
$2.3M - $2.43M
|
674K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
49.9K+ 16.25% |
$2.25M - $2.39M
|
357K
$8.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47.6KNew |
$2.15M - $2.28M
|
47.6K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
47.3KNew |
$2.14M - $2.26M
|
47.3K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
46.2K+ 86.73% |
$2.09M - $2.21M
|
99.4K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
43.8KNew |
$1.98M - $2.1M
|
43.8K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
41.5K+ 7.77% |
$1.87M - $1.98M
|
575K
$13.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
41.4K+ 3.71% |
$1.87M - $1.98M
|
1.16M
$26.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
40.3KNew |
$1.82M - $1.93M
|
40.3K
$932K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
39.4KNew |
$1.78M - $1.89M
|
39.4K
$912K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
38KNew |
$1.72M - $1.82M
|
38K
$880K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
37.3K+ 16.95% |
$1.69M - $1.79M
|
258K
$5.96M
|