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 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
144K+ 73.1% |
$3.25M - $6.83M
|
341K
$7.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
142K+ 98.44% |
$3.22M - $6.75M
|
286K
$6.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
142K+ 1976.73% |
$3.2M - $6.73M
|
149K
$3.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
139K+ 133.62% |
$3.14M - $6.58M
|
242K
$5.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
138K+ 104.78% |
$3.12M - $6.56M
|
270K
$6.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
136K+ 103.54% |
$3.09M - $6.48M
|
268K
$6.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
136K+ 130.01% |
$3.07M - $6.45M
|
240K
$5.57M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
135KNew |
$3.06M - $6.43M
|
135K
$3.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
133K+ 101.55% |
$3.02M - $6.34M
|
265K
$6.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
129K+ 106.34% |
$2.91M - $6.12M
|
250K
$5.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
128K+ 82.23% |
$2.9M - $6.1M
|
284K
$6.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
127K+ 155.19% |
$2.88M - $6.05M
|
209K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
125K+ 132.24% |
$2.83M - $5.95M
|
220K
$5.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
123K+ 87.78% |
$2.79M - $5.85M
|
263K
$6.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
119K+ 103.14% |
$2.7M - $5.68M
|
235K
$5.46M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
119KNew |
$2.69M - $5.64M
|
119K
$2.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
119K+ 76.96% |
$2.68M - $5.63M
|
273K
$6.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
118K+ 69.24% |
$2.68M - $5.63M
|
290K
$6.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
118K+ 108.41% |
$2.66M - $5.59M
|
226K
$5.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
117K+ 111.83% |
$2.64M - $5.55M
|
221K
$5.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
116K+ 76.36% |
$2.63M - $5.52M
|
268K
$6.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
116K+ 105.45% |
$2.62M - $5.5M
|
226K
$5.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
116K+ 108.32% |
$2.62M - $5.5M
|
223K
$5.16M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
115K+ 47.05% |
$2.6M - $5.46M
|
359K
$8.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
111K+ 100.0% |
$2.52M - $5.29M
|
223K
$5.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
111K+ 97.64% |
$2.51M - $5.27M
|
225K
$5.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
107K+ 201.63% |
$2.43M - $5.1M
|
161K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
103K+ 119.59% |
$2.32M - $4.88M
|
188K
$4.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
101K+ 99.43% |
$2.28M - $4.8M
|
202K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
99.5K+ 48.48% |
$2.25M - $4.73M
|
305K
$7.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
99K+ 510.05% |
$2.24M - $4.71M
|
118K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
98.4K+ 117.65% |
$2.23M - $4.68M
|
182K
$4.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
96.7K+ 105.89% |
$2.19M - $4.6M
|
188K
$4.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
95.9K+ 106.49% |
$2.17M - $4.56M
|
186K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
94.5K+ 28.27% |
$2.14M - $4.49M
|
429K
$9.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
93.8K+ 92.11% |
$2.12M - $4.46M
|
196K
$4.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
89.8K+ 103.45% |
$2.03M - $4.27M
|
177K
$4.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
87.7K+ 99.98% |
$1.98M - $4.17M
|
175K
$4.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
87.1K+ 101.86% |
$1.97M - $4.14M
|
173K
$4M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
86.9K+ 129.6% |
$1.97M - $4.13M
|
154K
$3.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
86K+ 73.04% |
$1.95M - $4.09M
|
204K
$4.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85.8K+ 78.52% |
$1.94M - $4.08M
|
195K
$4.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
84.5K+ 39.09% |
$1.91M - $4.02M
|
301K
$6.97M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
84.1K+ 323469.22% |
$1.9M - $4M
|
84.1K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
82K+ 162.15% |
$1.86M - $3.9M
|
133K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
81.4K+ 136.52% |
$1.84M - $3.87M
|
141K
$3.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
80.7K+ 94.43% |
$1.83M - $3.84M
|
166K
$3.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
80.4K+ 9.08% |
$1.82M - $3.82M
|
966K
$22.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
80.2K+ 112.96% |
$1.81M - $3.81M
|
151K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
77.9K+ 146.04% |
$1.76M - $3.7M
|
131K
$3.04M
|