Purchases and Sales Made in Q1 2024 in Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

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
Apr 19, 2024 Q1 2024
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
1.23K
+ 6.2%
$56.1K - $57.6K
21.2K $486K
May 14, 2024 Q1 2024
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
1.11K
+ 3.38%
$50.3K - $51.6K
33.9K $778K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.09K
+ 2.56%
$49.7K - $51.1K
43.9K $1.01M
May 02, 2024 Q1 2024
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
1.08K
+ 2.14%
$49.2K - $50.5K
51.6K $1.19M
Apr 08, 2024 Q1 2024
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
1.06K
+ 4.41%
$47.9K - $49.2K
25K $574K
May 14, 2024 Q1 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
1.03K
+ 21.35%
$46.6K - $47.8K
5.83K $134K
May 15, 2024 Q1 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.02K
+ 5.67%
$46.2K - $47.5K
19K $435K
Apr 03, 2024 Q1 2024
Dentgroup LLC

BUY
 -
961
+ 7.54%
$43.7K - $44.8K
13.7K $315K
Apr 25, 2024 Q1 2024
Natixis Advisors, L.P.

Boston, MA
BUY
 -
952
+ 3.75%
$43.3K - $44.4K
26.3K $605K
Apr 05, 2024 Q1 2024
Juncture Wealth Strategies, LLC

BUY
 -
899
+ 5.08%
$40.9K - $42K
18.6K $427K
Apr 25, 2024 Q1 2024
Chicago Partners Investment Group LLC

BUY
 -
816
+ 5.19%
$37.1K - $38.1K
16.5K $380K
May 14, 2024 Q1 2024
Modera Wealth Management, LLC

BUY
 -
804
+ 3.31%
$36.5K - $37.5K
25.1K $576K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
684
+ 2.13%
$31.1K - $31.9K
32.8K $754K
Apr 29, 2024 Q1 2024
Signet Investment Advisory Group, Inc.

BUY
 -
620
+ 3.7%
$28.2K - $28.9K
17.4K $399K
Apr 25, 2024 Q1 2024
Tnf LLC

BUY
 -
598
+ 0.46%
$27.2K - $27.9K
132K $3.03M
May 15, 2024 Q1 2024
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
583
+ 9.18%
$26.5K - $27.2K
6.93K $159K
May 13, 2024 Q1 2024
Bank Of Montreal

Toronto, A6
BUY
 -
577
+ 216.1%
$26.2K - $26.9K
844 $19.4K
Apr 26, 2024 Q1 2024
Clear Creek Financial Management, LLC

BUY
 -
541
+ 1.98%
$24.6K - $25.2K
27.9K $641K
May 15, 2024 Q1 2024
Sentinus, LLC

Oak Brook, IL
BUY
 -
497
+ 6.3%
$22.6K - $23.2K
8.39K $193K
May 07, 2024 Q1 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
476
+ 4.85%
$21.6K - $22.2K
10.3K $236K
May 02, 2024 Q1 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
462
+ 7.73%
$21K - $21.6K
6.44K $148K
Apr 11, 2024 Q1 2024
Rda Financial Network

BUY
 -
451
+ 4.62%
$20.5K - $21K
10.2K $235K
May 16, 2024 Q1 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
450
+ 3.88%
$20.4K - $21K
12K $277K
Apr 24, 2024 Q1 2024
Spire Wealth Management

BUY
 -
447
+ 8.41%
$20.3K - $20.9K
5.76K $132K
May 09, 2024 Q1 2024
Brighton Jones LLC

BUY
 -
438
+ 7.17%
$19.9K - $20.4K
6.55K $150K
May 06, 2024 Q1 2024
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
434
+ 0.89%
$19.7K - $20.3K
49.3K $1.13M
Apr 11, 2024 Q1 2024
Walker Financial Services, Inc.

Bowling Green, KY
BUY
 -
422
+ 4.29%
$19.2K - $19.7K
10.3K $236K
Apr 04, 2024 Q1 2024
Shearwater Capital LLC

BUY
 -
409
+ 1.96%
$18.6K - $19.1K
21.2K $488K
May 03, 2024 Q1 2024
Carnegie Capital Asset Management, LLC

BUY
 -
408
+ 5.95%
$18.5K - $19K
7.26K $167K
May 06, 2024 Q1 2024
Parallel Advisors, LLC

BUY
 -
405
+ 2.08%
$18.4K - $18.9K
19.9K $457K
May 08, 2024 Q1 2024
Advisor Os, LLC

BUY
 -
368
+ 0.36%
$16.7K - $17.2K
103K $2.36M
Apr 15, 2024 Q1 2024
Bowman & CO S.C.

BUY
 -
362
+ 1.39%
$16.4K - $16.9K
26.5K $608K
May 09, 2024 Q1 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
352
+ 3.16%
$16K - $16.4K
11.5K $264K
Apr 25, 2024 Q1 2024
Oldfather Financial Services, LLC

BUY
 -
337
+ 1.01%
$15.3K - $15.7K
33.5K $770K
May 15, 2024 Q1 2024
Waterford Advisors, LLC

Orchard Park, NY
BUY
 -
301
+ 0.13%
$13.7K - $14K
236K $5.43M
May 10, 2024 Q1 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
289
+ 23.67%
$13.1K - $13.5K
1.51K $34.7K
May 15, 2024 Q1 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
268
+ 1.25%
$12.2K - $12.5K
21.7K $499K
May 14, 2024 Q1 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
261
+ 3.83%
$11.9K - $12.2K
7.07K $162K
Apr 16, 2024 Q1 2024
Capital Insight Partners, LLC

BUY
 -
258
+ 1.78%
$11.7K - $12K
14.8K $339K
Apr 29, 2024 Q1 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
252
+ 2.56%
$11.5K - $11.8K
10.1K $231K
May 15, 2024 Q1 2024
Comerica Bank

BUY
 -
250
+ 4.99%
$11.4K - $11.7K
5.27K $121K
Apr 29, 2024 Q1 2024
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
247
+ 1.78%
$11.2K - $11.5K
14.2K $325K
Apr 11, 2024 Q1 2024
Cooper Financial Group

BUY
 -
234
+ 1.55%
$10.6K - $10.9K
15.3K $352K
Apr 11, 2024 Q1 2024
Optimum Investment Advisors

BUY
 -
218
+ 4.85%
$9.91K - $10.2K
4.72K $108K
Apr 23, 2024 Q1 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
217
+ 18.14%
$9.86K - $10.1K
1.41K $32.5K
May 01, 2024 Q1 2024
Beacon Financial Advisory LLC

BUY
 -
215
+ 1.3%
$9.77K - $10K
16.8K $385K
May 07, 2024 Q1 2024
Geometric Wealth Advisors

BUY
 -
204
+ 3.22%
$9.27K - $9.52K
6.54K $150K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
200
New
$9.09K - $9.33K
200 $4.59K
May 06, 2024 Q1 2024
Advisory Alpha, LLC

BUY
 -
199
+ 2.26%
$9.04K - $9.29K
9.01K $207K

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