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
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-160- 35.32% |
$3.62K - $7.6K
|
293
$6.73K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-360- 82.57% |
$8.15K - $17.1K
|
76
$1.74K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-444- 99.78% |
$10K - $21.1K
|
1
$23
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-489- 2.89% |
$11.1K - $23.2K
|
16.5K
$378K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.55K- 2.56% |
$57.6K - $121K
|
96.8K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.95K- 18.99% |
$66.8K - $140K
|
12.6K
$289K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.08K- 65.34% |
$92.4K - $194K
|
2.17K
$49.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.27K- 29.68% |
$96.7K - $203K
|
10.1K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.93K- 4.52% |
$112K - $234K
|
104K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-6.07K- 23.35% |
$137K - $289K
|
19.9K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-6.51K- 5.5% |
$147K - $309K
|
112K
$2.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.73K- 0.39% |
$152K - $320K
|
1.73M
$39.6M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.41K- 42.57% |
$168K - $352K
|
9.99K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.42K- 1.15% |
$168K - $353K
|
636K
$14.6M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-12.3K- 42.58% |
$277K - $582K
|
16.5K
$379K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-12.5KClosed |
$284K - $596K
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-19.2K- 38.27% |
$435K - $914K
|
31K
$712K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-22.8K- 25.93% |
$516K - $1.08M
|
65.2K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-39.4K- 21.35% |
$893K - $1.87M
|
145K
$3.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-66.4K- 93.3% |
$1.5M - $3.16M
|
4.77K
$110K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-166K- 84.07% |
$3.76M - $7.9M
|
31.5K
$723K
|