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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.92K+ 99.97% |
$66K - $139K
|
5.84K
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.83K+ 86.0% |
$63.9K - $134K
|
6.11K
$141K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.81K+ 161.54% |
$63.5K - $133K
|
4.54K
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.77K+ 373.14% |
$62.6K - $131K
|
3.51K
$80.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.75KNew |
$62.3K - $131K
|
2.75K
$63.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.69K+ 80.9% |
$60.9K - $128K
|
6.02K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.54K+ 113.94% |
$57.5K - $121K
|
4.77K
$110K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.38KNew |
$53.8K - $113K
|
2.38K
$54.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.1K+ 100.0% |
$47.5K - $99.9K
|
4.2K
$97K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.95K+ 105.99% |
$44K - $92.4K
|
3.78K
$87.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.94K+ 3.59% |
$43.9K - $92.1K
|
55.9K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.87K+ 101.25% |
$42.3K - $88.9K
|
3.72K
$85.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.82K+ 11.66% |
$41.1K - $86.4K
|
17.4K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.68K+ 100.0% |
$38K - $79.9K
|
3.36K
$77.6K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.66KNew |
$37.5K - $78.9K
|
1.66K
$38.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.61K+ 17.58% |
$36.4K - $76.5K
|
10.8K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.54KNew |
$34.8K - $73K
|
1.54K
$35.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.51K+ 96.8% |
$34.2K - $71.8K
|
3.07K
$70.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.48K+ 101.44% |
$33.6K - $70.5K
|
2.95K
$68K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.46KNew |
$33.1K - $69.6K
|
1.46K
$33.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.41KNew |
$32K - $67.2K
|
1.41K
$32.6K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.33K+ 100.0% |
$30K - $63K
|
2.65K
$61.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.33K+ 102.16% |
$30K - $63K
|
2.62K
$60.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.22K+ 4529.63% |
$27.7K - $58.1K
|
1.25K
$28.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.2K+ 87.07% |
$27.1K - $57K
|
2.58K
$59.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.18K+ 100.0% |
$26.6K - $55.9K
|
2.35K
$54.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.14K+ 2001.75% |
$25.8K - $54.2K
|
1.2K
$27.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.04K+ 102.16% |
$23.5K - $49.4K
|
2.06K
$47.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 100.0% |
$22.7K - $47.8K
|
2.01K
$46.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
934New |
$21.1K - $44.4K
|
934
$21.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
884New |
$20K - $42K
|
884
$20.4K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
830New |
$18.8K - $39.4K
|
830
$19.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
820+ 101.11% |
$18.6K - $39K
|
1.63K
$37.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
782+ 100.0% |
$17.7K - $37.2K
|
1.56K
$36.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
765+ 100.0% |
$17.3K - $36.4K
|
1.53K
$35.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
698+ 100.29% |
$15.8K - $33.2K
|
1.39K
$32.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
673+ 124.4% |
$15.2K - $32K
|
1.21K
$28K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
589+ 139.57% |
$13.3K - $28K
|
1.01K
$23.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
558+ 100.0% |
$12.6K - $26.5K
|
1.12K
$25.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
553+ 100.55% |
$12.5K - $26.3K
|
1.1K
$25.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
484+ 102.11% |
$11K - $23K
|
958
$22.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
467+ 100.0% |
$10.6K - $22.2K
|
934
$21.6K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
425+ 28.09% |
$9.62K - $20.2K
|
1.94K
$44.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
377+ 87.47% |
$8.53K - $17.9K
|
808
$18.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
376New |
$8.51K - $17.9K
|
376
$8.68K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
372+ 112.05% |
$8.42K - $17.7K
|
704
$16.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
340+ 100.89% |
$7.69K - $16.2K
|
677
$15.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
291+ 1.02% |
$6.59K - $13.8K
|
28.8K
$664K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
286+ 100.0% |
$6.47K - $13.6K
|
572
$13.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
284+ 102.9% |
$6.43K - $13.5K
|
560
$12.9K
|