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 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
280+ 100.0% |
$6.34K - $13.3K
|
560
$12.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
271+ 273.74% |
$6.13K - $12.9K
|
370
$8.54K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
265New |
$6K - $12.6K
|
265
$6.12K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
228+ 100.44% |
$5.16K - $10.8K
|
455
$10.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
200+ 100.0% |
$4.53K - $9.51K
|
400
$9.23K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
181New |
$4.1K - $8.6K
|
181
$4.18K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
180New |
$4.07K - $8.56K
|
180
$4.15K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
174New |
$3.94K - $8.27K
|
174
$4.02K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
158+ 100.0% |
$3.58K - $7.51K
|
316
$7.29K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
152+ 112.59% |
$3.44K - $7.22K
|
287
$6.62K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
150New |
$3.39K - $7.13K
|
150
$3.46K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
132+ 100.0% |
$2.99K - $6.27K
|
264
$6.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
131+ 100.0% |
$2.96K - $6.23K
|
262
$6.05K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
128New |
$2.9K - $6.08K
|
128
$2.95K
|
|
|
Feb 14, 2025
Q4 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100+ 100.0% |
$2.26K - $4.75K
|
200
$4.62K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
87+ 100.0% |
$1.97K - $4.14K
|
174
$4.02K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
80+ 100.0% |
$1.81K - $3.8K
|
160
$3.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
80+ 101.27% |
$1.81K - $3.8K
|
159
$3.67K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
80+ 35.09% |
$1.81K - $3.8K
|
308
$7.11K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
73+ 102.82% |
$1.65K - $3.47K
|
144
$3.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
73+ 132.73% |
$1.65K - $3.47K
|
128
$2.95K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
72New |
$1.63K - $3.42K
|
72
$1.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
69+ 100.0% |
$1.56K - $3.28K
|
138
$3.19K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
65+ 100.0% |
$1.47K - $3.09K
|
130
$3K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
62+ 100.0% |
$1.4K - $2.95K
|
124
$2.86K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62New |
$1.4K - $2.95K
|
62
$1.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
60+ 101.69% |
$1.36K - $2.85K
|
119
$2.75K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
53+ 100.0% |
$1.2K - $2.52K
|
106
$2.45K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
46+ 102.22% |
$1.04K - $2.19K
|
91
$2.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
43+ 0.26% |
$973 - $2.04K
|
16.9K
$390K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
30+ 100.0% |
$679 - $1.43K
|
60
$1.38K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
29+ 126.09% |
$656 - $1.38K
|
52
$1.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
28+ 100.0% |
$634 - $1.33K
|
56
$1.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28New |
$634 - $1.33K
|
28
$646
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
27+ 103.85% |
$611 - $1.28K
|
53
$1.22K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
25+ 100.0% |
$566 - $1.19K
|
50
$1.15K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
24+ 100.0% |
$543 - $1.14K
|
48
$1.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
20New |
$453 - $951
|
20
$462
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 100.0% |
$362 - $760
|
32
$739
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
6New |
$136 - $285
|
6
$138
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5+ 100.0% |
$113 - $238
|
10
$231
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4New |
$90.5 - $190
|
4
$92.3
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.51% |
$45.3 - $95.1
|
391
$9.02K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-160- 35.32% |
$3.62K - $7.6K
|
293
$6.76K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-360- 82.57% |
$8.15K - $17.1K
|
76
$1.75K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-444- 99.78% |
$10K - $21.1K
|
1
$23.1
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-489- 2.89% |
$11.1K - $23.2K
|
16.5K
$380K
|