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 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1+ 0.65% |
$45.4 - $46.7
|
156
$3.58K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.09% |
$45.4 - $46.7
|
1.15K
$26.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 0.26% |
$90.9 - $93.3
|
782
$18K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5- 83.33% |
$227 - $233
|
1
$23
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9- 0.05% |
$409 - $420
|
19.1K
$439K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-16- 0.06% |
$727 - $747
|
25.7K
$591K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-18- 0.25% |
$818 - $840
|
7.06K
$162K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-18- 0.17% |
$818 - $840
|
10.8K
$247K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-30- 0.31% |
$1.36K - $1.4K
|
9.58K
$220K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-39Closed |
$1.77K - $1.82K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-42- 0.7% |
$1.91K - $1.96K
|
5.94K
$137K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-43- 0.23% |
$1.95K - $2.01K
|
18.9K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-49- 0.23% |
$2.23K - $2.29K
|
21.3K
$489K
|
|
|
Apr 15, 2024
Q1 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-67- 0.71% |
$3.04K - $3.13K
|
9.32K
$214K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-67- 0.57% |
$3.04K - $3.13K
|
11.6K
$267K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-68- 0.78% |
$3.09K - $3.17K
|
8.66K
$199K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-72- 0.1% |
$3.27K - $3.36K
|
70.5K
$1.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-73- 3.72% |
$3.32K - $3.41K
|
1.89K
$43.4K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-83- 0.38% |
$3.77K - $3.87K
|
21.8K
$501K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-100- 0.34% |
$4.54K - $4.67K
|
29.4K
$675K
|
|
|
May 14, 2024
Q1 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-100- 1.58% |
$4.54K - $4.67K
|
6.22K
$143K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-104- 1.41% |
$4.73K - $4.85K
|
7.28K
$167K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-112- 2.15% |
$5.09K - $5.23K
|
5.09K
$117K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-129- 1.04% |
$5.86K - $6.02K
|
12.3K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-133- 48.01% |
$6.04K - $6.21K
|
144
$3.31K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-134- 2.11% |
$6.09K - $6.25K
|
6.23K
$143K
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-140- 2.12% |
$6.36K - $6.53K
|
6.46K
$148K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-147- 1.85% |
$6.68K - $6.86K
|
7.81K
$179K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-151Closed |
$6.86K - $7.05K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-152- 2.76% |
$6.91K - $7.09K
|
5.35K
$123K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-173- 1.14% |
$7.86K - $8.07K
|
15K
$345K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-177- 1.84% |
$8.04K - $8.26K
|
9.42K
$216K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-182- 0.54% |
$8.27K - $8.49K
|
33.8K
$775K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-195- 6.39% |
$8.86K - $9.1K
|
2.86K
$65.7K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-200- 1.61% |
$9.09K - $9.33K
|
12.2K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-218- 1.98% |
$9.91K - $10.2K
|
10.8K
$248K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-265- 6.3% |
$12K - $12.4K
|
3.94K
$90.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-267- 0.92% |
$12.1K - $12.5K
|
28.8K
$662K
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-273- 4.46% |
$12.4K - $12.7K
|
5.85K
$134K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-275- 1.74% |
$12.5K - $12.8K
|
15.5K
$357K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-301- 2.24% |
$13.7K - $14K
|
13.1K
$301K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-321- 0.32% |
$14.6K - $15K
|
99.4K
$2.28M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-325- 0.59% |
$14.8K - $15.2K
|
55.1K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-412- 1.57% |
$18.7K - $19.2K
|
25.9K
$595K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-450- 95.14% |
$20.4K - $21K
|
23
$528
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-470- 4.24% |
$21.4K - $21.9K
|
10.6K
$244K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-475- 1.63% |
$21.6K - $22.2K
|
28.7K
$659K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-528- 4.59% |
$24K - $24.6K
|
11K
$252K
|