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 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.6K+ 6.5% |
$478K - $506K
|
173K
$4.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
10.2K+ 13.22% |
$463K - $490K
|
87.7K
$2.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.8K+ 18.81% |
$443K - $469K
|
61.9K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
9.64KNew |
$436K - $462K
|
9.64K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
9.47K+ 12.4% |
$428K - $453K
|
85.8K
$1.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.21K+ 8.64% |
$416K - $441K
|
116K
$2.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.81K+ 37.72% |
$398K - $422K
|
32.2K
$744K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8.79K+ 30.13% |
$397K - $421K
|
38K
$878K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.5K+ 4.49% |
$384K - $407K
|
198K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.48K+ 61.0% |
$383K - $406K
|
22.4K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
8.42K+ 1.55% |
$380K - $403K
|
551K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
8.42K+ 1.56% |
$380K - $403K
|
549K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
8.26K+ 112.78% |
$373K - $395K
|
15.6K
$361K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
8.09KNew |
$365K - $387K
|
8.09K
$187K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
7.97K+ 25.08% |
$360K - $381K
|
39.7K
$919K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.91K+ 8.0% |
$358K - $379K
|
107K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
7.59K+ 43.66% |
$343K - $363K
|
25K
$578K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.13K+ 7.38% |
$322K - $341K
|
104K
$2.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
7.03K+ 5.95% |
$318K - $336K
|
125K
$2.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
6.99K+ 126.99% |
$316K - $335K
|
12.5K
$289K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.96K+ 5.46% |
$315K - $333K
|
134K
$3.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.94K+ 7.12% |
$314K - $332K
|
104K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.43K+ 61.68% |
$291K - $308K
|
16.9K
$390K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.38KNew |
$288K - $305K
|
6.38K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
6.24KNew |
$282K - $299K
|
6.24K
$144K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
6.22KNew |
$281K - $298K
|
6.22K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6.17K+ 7.97% |
$279K - $295K
|
83.6K
$1.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.89KNew |
$266K - $282K
|
5.89K
$136K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
5.73K+ 4.45% |
$259K - $274K
|
135K
$3.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
5.72K+ 2.5% |
$259K - $274K
|
234K
$5.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.66K+ 2.95% |
$256K - $271K
|
198K
$4.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.53K+ 3.22% |
$250K - $265K
|
178K
$4.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.52K+ 0.79% |
$250K - $264K
|
706K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.51K+ 17.7% |
$249K - $264K
|
36.7K
$848K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5.41K+ 46.86% |
$244K - $259K
|
16.9K
$392K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.02KNew |
$227K - $240K
|
5.02K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.84K+ 16.23% |
$219K - $232K
|
34.7K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.8K+ 1237.63% |
$217K - $230K
|
5.19K
$120K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.74KNew |
$214K - $227K
|
4.74K
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.62K+ 2.96% |
$209K - $221K
|
161K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4.58K+ 47.85% |
$207K - $219K
|
14.2K
$328K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
4.56K+ 3.42% |
$206K - $218K
|
138K
$3.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.41KNew |
$199K - $211K
|
4.41K
$102K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.39KNew |
$198K - $210K
|
4.39K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
4.37K+ 15.63% |
$198K - $209K
|
32.3K
$749K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.32KNew |
$195K - $207K
|
4.32K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.21KNew |
$190K - $202K
|
4.21K
$97.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.14K+ 57.9% |
$187K - $198K
|
11.3K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.08K+ 26.7% |
$184K - $195K
|
19.3K
$448K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
4.06KNew |
$184K - $194K
|
4.06K
$94K
|