Purchases and Sales Made in Q4 2024 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
142K+ 98.44% |
$3.22M - $6.75M
|
286K
$6.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
74.3KNew |
$1.68M - $3.53M
|
74.3K
$1.67M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
55.7K+ 134.07% |
$1.26M - $2.65M
|
97.3K
$2.19M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
52.7K+ 127.7% |
$1.19M - $2.5M
|
93.9K
$2.11M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
35.6KNew |
$806K - $1.69M
|
35.6K
$801K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
20.9K+ 99.99% |
$473K - $993K
|
41.8K
$940K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
12.1K+ 100.28% |
$273K - $574K
|
24.1K
$542K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
10.1K+ 93.18% |
$228K - $478K
|
20.9K
$469K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.91K+ 51.75% |
$134K - $281K
|
17.3K
$390K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.46KNew |
$33.1K - $69.6K
|
1.46K
$32.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
62+ 100.0% |
$1.4K - $2.95K
|
124
$2.79K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.73K- 0.39% |
$152K - $320K
|
1.73M
$38.8M
|