Purchases and Sales Made in Q1 2024 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.34M+ 19.91% |
$243M - $249M
|
32.2M
$736M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.45M+ 1466423.38% |
$157M - $161M
|
3.45M
$78.9M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
600K+ 20.02% |
$27.3M - $28M
|
3.59M
$82.3M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
581KNew |
$26.4M - $27.1M
|
581K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
570K+ 14.6% |
$25.9M - $26.6M
|
4.48M
$102M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
518KNew |
$23.5M - $24.2M
|
518K
$11.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
264K+ 350.41% |
$12M - $12.3M
|
339K
$7.77M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
259K+ 64.9% |
$11.8M - $12.1M
|
658K
$15.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
244KNew |
$11.1M - $11.4M
|
244K
$5.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
241K+ 20.62% |
$10.9M - $11.2M
|
1.41M
$32.3M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
220K+ 2885.55% |
$10M - $10.3M
|
228K
$5.21M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
193K+ 8.63% |
$8.79M - $9.02M
|
2.43M
$55.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
187K+ 572.22% |
$8.52M - $8.75M
|
220K
$5.04M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
186KNew |
$8.47M - $8.7M
|
186K
$4.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
169KNew |
$7.69M - $7.89M
|
169K
$3.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
167K+ 17.07% |
$7.59M - $7.79M
|
1.15M
$26.2M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
114K+ 149.87% |
$5.19M - $5.33M
|
190K
$4.36M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
113KNew |
$5.11M - $5.25M
|
113K
$2.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
97.5K+ 6.37% |
$4.43M - $4.55M
|
1.63M
$37.2M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
88.1K+ 1465.86% |
$4M - $4.11M
|
94.1K
$2.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
87.2K+ 11.91% |
$3.96M - $4.07M
|
820K
$18.8M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
84.6K+ 64.79% |
$3.84M - $3.95M
|
215K
$4.93M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
76.7KNew |
$3.49M - $3.58M
|
76.7K
$1.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
76.3K+ 63.63% |
$3.47M - $3.56M
|
196K
$4.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
71.6K+ 105.82% |
$3.26M - $3.34M
|
139K
$3.19M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
65.1K+ 165.28% |
$2.96M - $3.04M
|
105K
$2.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
53.9K+ 12.6% |
$2.45M - $2.52M
|
482K
$11M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
52.1KNew |
$2.37M - $2.43M
|
52.1K
$1.19M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
50.9K+ 22.93% |
$2.31M - $2.37M
|
273K
$6.24M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
50.5K+ 164.93% |
$2.29M - $2.36M
|
81.1K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
47.3K+ 38.42% |
$2.15M - $2.21M
|
170K
$3.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
47.2KNew |
$2.14M - $2.2M
|
47.2K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.4K+ 3.16% |
$1.97M - $2.02M
|
1.42M
$32.4M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
42.8KNew |
$1.95M - $2M
|
42.8K
$980K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
42K+ 37.53% |
$1.91M - $1.96M
|
154K
$3.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
42K+ 46.43% |
$1.91M - $1.96M
|
132K
$3.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
41.9K+ 103.52% |
$1.91M - $1.96M
|
82.5K
$1.89M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
40.6K+ 39.71% |
$1.85M - $1.9M
|
143K
$3.27M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
40.3K+ 10.02% |
$1.83M - $1.88M
|
443K
$10.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
40.2K+ 9.44% |
$1.83M - $1.88M
|
467K
$10.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
40K+ 851.53% |
$1.82M - $1.86M
|
44.6K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
34.4K+ 31.63% |
$1.56M - $1.6M
|
143K
$3.27M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33K+ 16.95% |
$1.5M - $1.54M
|
228K
$5.22M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.2K+ 10.66% |
$1.47M - $1.5M
|
335K
$7.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
31.7K+ 29.45% |
$1.44M - $1.48M
|
139K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.5K+ 34.95% |
$1.43M - $1.47M
|
121K
$2.78M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
31.3KNew |
$1.42M - $1.46M
|
31.3K
$717K
|
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
30.6KNew |
$1.39M - $1.43M
|
30.6K
$699K
|
|
|
Apr 24, 2024
Q1 2024
|
Tenret CO LLC
|
BUY
|
- |
28.5K+ 9.05% |
$1.29M - $1.33M
|
343K
$7.86M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
28KNew |
$1.27M - $1.31M
|
28K
$641K
|