Purchases and Sales Made in Q3 2024 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
4.01K+ 5.74% |
$181K - $192K
|
73.9K
$1.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.97K+ 48.52% |
$180K - $190K
|
12.2K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.95K+ 1.72% |
$178K - $189K
|
234K
$5.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.91K+ 26.15% |
$177K - $187K
|
18.9K
$434K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.87K+ 3.71% |
$175K - $185K
|
108K
$2.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.87K+ 14.5% |
$175K - $185K
|
30.6K
$702K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
3.81K+ 4.42% |
$172K - $183K
|
90K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.81K+ 6.79% |
$172K - $183K
|
60K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.63K+ 3.18% |
$164K - $174K
|
118K
$2.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.35K+ 11.64% |
$151K - $160K
|
32.1K
$738K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.17K+ 36.8% |
$143K - $152K
|
11.8K
$271K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.96K+ 23.87% |
$134K - $142K
|
15.4K
$353K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.79K+ 10.6% |
$126K - $134K
|
29.2K
$670K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.75K+ 4.62% |
$124K - $132K
|
62.3K
$1.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.75K+ 19.72% |
$124K - $132K
|
16.7K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.7K+ 0.85% |
$122K - $129K
|
321K
$7.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.69K+ 6.56% |
$122K - $129K
|
43.7K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.65K+ 5.51% |
$120K - $127K
|
50.7K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.64K+ 4.63% |
$119K - $126K
|
59.7K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.63K+ 72.67% |
$119K - $126K
|
6.25K
$144K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
2.33K+ 1.64% |
$105K - $112K
|
144K
$3.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.31K+ 2.97% |
$104K - $110K
|
79.9K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.25K+ 8.03% |
$102K - $108K
|
30.3K
$695K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.23KNew |
$101K - $107K
|
2.23K
$51.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.15K+ 34.78% |
$97.3K - $103K
|
8.34K
$192K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.12K+ 30.27% |
$96K - $102K
|
9.14K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.05KNew |
$92.7K - $98.1K
|
2.05K
$47.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 9.73% |
$92.4K - $97.8K
|
23.1K
$530K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.95K+ 11.13% |
$88.3K - $93.5K
|
19.5K
$448K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.95K+ 22.07% |
$88.3K - $93.5K
|
10.8K
$248K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.85K+ 6.14% |
$83.7K - $88.7K
|
32K
$735K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.85KNew |
$83.5K - $88.4K
|
1.85K
$42.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 3.48% |
$80.9K - $85.7K
|
53.2K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.75K+ 1.47% |
$79.1K - $83.7K
|
121K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 7.82% |
$78.6K - $83.2K
|
24K
$551K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 3.7% |
$76.5K - $81K
|
47.5K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 10.26% |
$75K - $79.5K
|
17.8K
$410K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.65K+ 10.85% |
$74.7K - $79.1K
|
16.9K
$388K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
1.6K+ 20.68% |
$72.5K - $76.8K
|
9.36K
$215K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.52K+ 1.42% |
$68.5K - $72.5K
|
108K
$2.49M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.51KNew |
$68.4K - $72.4K
|
1.51K
$34.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.5K+ 3.32% |
$67.6K - $71.6K
|
46.5K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.46K+ 2.58% |
$65.8K - $69.7K
|
57.9K
$1.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.45K+ 0.82% |
$65.4K - $69.2K
|
178K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.44K+ 1.55% |
$65.1K - $68.9K
|
94.6K
$2.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.37K+ 5.53% |
$61.9K - $65.6K
|
26.2K
$601K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.32K+ 3.95% |
$59.6K - $63.1K
|
34.7K
$796K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.31K+ 3.61% |
$59.3K - $62.9K
|
37.7K
$866K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.24K+ 5.81% |
$56.1K - $59.5K
|
22.6K
$520K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.18KNew |
$53.2K - $56.3K
|
1.18K
$27K
|