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 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
10.1K+ 93.18% |
$228K - $478K
|
20.9K
$479K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
9.83K+ 100.0% |
$222K - $467K
|
19.7K
$451K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9.82K+ 100.0% |
$222K - $467K
|
19.6K
$451K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.81K+ 100.0% |
$222K - $466K
|
19.6K
$450K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
9.65K+ 100.49% |
$218K - $459K
|
19.3K
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
9.65K+ 94.73% |
$218K - $459K
|
19.8K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.65K+ 85.02% |
$218K - $459K
|
21K
$482K
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
9.59KNew |
$217K - $456K
|
9.59K
$220K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
9.41K+ 92.42% |
$213K - $447K
|
19.6K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
9.39KNew |
$213K - $446K
|
9.39K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9.38K+ 97.76% |
$212K - $446K
|
19K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.32K+ 92.92% |
$211K - $443K
|
19.4K
$444K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
9.32K+ 100.0% |
$211K - $443K
|
18.6K
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
9.3K+ 49.46% |
$211K - $442K
|
28.1K
$645K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
9.22KNew |
$209K - $438K
|
9.22K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.18K+ 99.99% |
$208K - $436K
|
18.4K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
9.18K+ 88.94% |
$208K - $436K
|
19.5K
$448K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
9.08KNew |
$205K - $432K
|
9.08K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.04K+ 56493.75% |
$205K - $430K
|
9.06K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
9.04K+ 78.13% |
$204K - $429K
|
20.6K
$473K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.02K+ 155.91% |
$204K - $429K
|
14.8K
$340K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
8.99K+ 98.69% |
$203K - $427K
|
18.1K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.89KNew |
$201K - $422K
|
8.89K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.87K+ 100.25% |
$201K - $421K
|
17.7K
$407K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
8.75K+ 96.58% |
$198K - $416K
|
17.8K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.64K+ 50.02% |
$196K - $411K
|
25.9K
$595K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.59K+ 97.1% |
$194K - $408K
|
17.4K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
8.3K+ 102.08% |
$188K - $394K
|
16.4K
$377K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
8.24KNew |
$186K - $391K
|
8.24K
$189K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
8.2K+ 99.3% |
$186K - $390K
|
16.5K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.05K+ 191.17% |
$182K - $383K
|
12.3K
$282K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
8K+ 101.81% |
$181K - $380K
|
15.9K
$364K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.94K+ 108.17% |
$180K - $377K
|
15.3K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
7.85K+ 88.1% |
$178K - $373K
|
16.8K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.62K+ 70.51% |
$172K - $362K
|
18.4K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.61K+ 146.65% |
$172K - $362K
|
12.8K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
7.6K+ 29.44% |
$172K - $361K
|
33.4K
$767K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.58K+ 69.51% |
$172K - $360K
|
18.5K
$425K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.56K+ 51.2% |
$171K - $359K
|
22.3K
$513K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
7.44K+ 72.32% |
$168K - $354K
|
17.7K
$407K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
7.38K+ 7.45% |
$167K - $351K
|
106K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.21K+ 102.1% |
$163K - $343K
|
14.3K
$328K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.21K+ 106.58% |
$163K - $343K
|
14K
$321K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.03K+ 54.38% |
$159K - $334K
|
20K
$458K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
7K+ 100.0% |
$158K - $333K
|
14K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.99K+ 100.0% |
$158K - $332K
|
14K
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
6.94K+ 2210.51% |
$157K - $330K
|
7.26K
$167K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
6.94K+ 48.99% |
$157K - $330K
|
21.1K
$484K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.8K+ 100.68% |
$154K - $323K
|
13.5K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
6.76K+ 100.0% |
$153K - $321K
|
13.5K
$311K
|