Purchases and Sales Made in Q3 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 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
Oct 17, 2024 Q3 2024
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
1.17K
+ 10.47%
$52.8K - $56K
12.3K $283K
Nov 08, 2024 Q3 2024
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
1.07K
+ 9.2%
$48.3K - $51.2K
12.7K $291K
Oct 22, 2024 Q3 2024
Blossom Wealth Management

BUY
 -
1.07K
+ 3.73%
$48.2K - $51.1K
29.7K $681K
Nov 12, 2024 Q3 2024
Aveo Capital Partners, LLC

BUY
 -
1K
+ 20.99%
$45.4K - $48.1K
5.79K $133K
Oct 30, 2024 Q3 2024
Ifg Advisory, LLC

BUY
 -
882
+ 4.61%
$39.9K - $42.2K
20K $460K
Oct 18, 2024 Q3 2024
Godsey & Gibb Associates

BUY
 -
761
New
$34.4K - $36.4K
761 $17.5K
Nov 14, 2024 Q3 2024
Ubs Group Ag

BUY
 -
741
+ 0.44%
$33.5K - $35.5K
170K $3.89M
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
741
New
$33.5K - $35.5K
741 $17K
Oct 28, 2024 Q3 2024
Oldfather Financial Services, LLC

BUY
 -
729
+ 2.1%
$33K - $34.9K
35.4K $814K
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
615
+ 33.57%
$27.8K - $29.4K
2.45K $56.2K
Oct 24, 2024 Q3 2024
Tfc Financial Management

BUY
 -
595
New
$26.9K - $28.5K
595 $13.7K
Nov 14, 2024 Q3 2024
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
592
+ 3.19%
$26.8K - $28.3K
19.2K $440K
Oct 21, 2024 Q3 2024
Rba Wealth Management, LLC

BUY
 -
580
+ 6.97%
$26.2K - $27.8K
8.91K $205K
Oct 04, 2024 Q3 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
572
+ 3.97%
$25.9K - $27.4K
15K $344K
Nov 08, 2024 Q3 2024
Ever Source Wealth Advisors, LLC

BUY
 -
561
+ 6.77%
$25.4K - $26.9K
8.84K $203K
Oct 15, 2024 Q3 2024
Advisor Net Financial, Inc

BUY
 -
555
+ 0.79%
$25.1K - $26.6K
71.2K $1.64M
Nov 14, 2024 Q3 2024
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
550
+ 9.09%
$24.9K - $26.3K
6.6K $152K
Nov 06, 2024 Q3 2024
Archer Investment Corp

BUY
 -
550
New
$24.9K - $26.3K
550 $12.6K
Oct 23, 2024 Q3 2024
Mirae Asset Global Investments Co., Ltd.

BUY
 -
480
+ 5.71%
$21.7K - $23K
8.89K $204K
Oct 15, 2024 Q3 2024
Rda Financial Network

BUY
 -
475
+ 1.68%
$21.5K - $22.7K
28.7K $660K
Oct 17, 2024 Q3 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
475
+ 1.16%
$21.5K - $22.7K
41.3K $949K
Oct 31, 2024 Q3 2024
Sns Financial Group, LLC

BUY
 -
469
+ 0.36%
$21.2K - $22.5K
131K $3.02M
Nov 04, 2024 Q3 2024
Advisor Os, LLC

BUY
 -
468
+ 0.46%
$21.2K - $22.4K
102K $2.33M
Oct 07, 2024 Q3 2024
Twele Capital Management, Inc.

BUY
 -
459
+ 1.78%
$20.7K - $22K
26.2K $601K
Oct 21, 2024 Q3 2024
Western Financial Corp/Ca

San Diego, CA
BUY
 -
454
+ 2.08%
$20.5K - $21.7K
22.3K $513K
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
413
+ 1032.5%
$18.7K - $19.8K
453 $10.4K
Oct 18, 2024 Q3 2024
Embree Financial Group

Chicago, IL
BUY
 -
390
+ 2.12%
$17.6K - $18.7K
18.8K $432K
Nov 13, 2024 Q3 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
351
+ 2.31%
$15.9K - $16.8K
15.5K $357K
Oct 15, 2024 Q3 2024
Transcend Capital Advisors, LLC

BUY
 -
339
+ 1.07%
$15.3K - $16.2K
32K $734K
Oct 04, 2024 Q3 2024
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
329
+ 1.35%
$14.9K - $15.7K
24.6K $566K
Oct 21, 2024 Q3 2024
Retirement Guys Formula LLC

BUY
 -
277
+ 2.79%
$12.5K - $13.3K
10.2K $234K
Oct 24, 2024 Q3 2024
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
252
+ 1.85%
$11.4K - $12.1K
13.9K $319K
Oct 28, 2024 Q3 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
226
+ 0.69%
$10.2K - $10.8K
32.8K $753K
Oct 15, 2024 Q3 2024
Hb Wealth Management, LLC

BUY
 -
208
+ 2.99%
$9.4K - $9.96K
7.16K $164K
Oct 30, 2024 Q3 2024
Beacon Financial Advisory LLC

BUY
 -
203
+ 1.03%
$9.18K - $9.72K
19.9K $457K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
200
New
$9.04K - $9.57K
200 $4.59K
Nov 13, 2024 Q3 2024
Alley Investment Management Company, LLC

BUY
 -
186
+ 2.6%
$8.41K - $8.9K
7.34K $169K
Nov 13, 2024 Q3 2024
Truist Financial Corp

BUY
 -
181
+ 1.62%
$8.18K - $8.66K
11.3K $261K
Nov 07, 2024 Q3 2024
Bowman & CO S.C.

BUY
 -
138
+ 0.62%
$6.24K - $6.61K
22.5K $516K
Oct 30, 2024 Q3 2024
Avidian Wealth Solutions, LLC

BUY
 -
138
+ 0.3%
$6.24K - $6.61K
46.8K $1.08M
Oct 10, 2024 Q3 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
137
+ 8.56%
$6.19K - $6.56K
1.74K $39.9K
Oct 17, 2024 Q3 2024
Brand Asset Management Group, Inc.

BUY
 -
132
+ 0.94%
$5.97K - $6.32K
14.2K $327K
Oct 10, 2024 Q3 2024
Cva Family Office, LLC

BUY
 -
130
+ 0.32%
$5.88K - $6.22K
41.2K $947K
Nov 13, 2024 Q3 2024
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
122
+ 0.71%
$5.51K - $5.84K
17.3K $397K
Oct 30, 2024 Q3 2024
Ballast Advisors LLC

BUY
 -
122
+ 0.29%
$5.51K - $5.84K
42.9K $986K
Nov 05, 2024 Q3 2024
Aptus Capital Advisors, LLC

BUY
 -
115
+ 718.75%
$5.2K - $5.51K
131 $3.01K
Oct 24, 2024 Q3 2024
Modera Wealth Management, LLC

BUY
 -
110
+ 0.4%
$4.97K - $5.27K
27.8K $638K
Oct 11, 2024 Q3 2024
Empirical Asset Management, LLC

BUY
 -
104
+ 0.41%
$4.7K - $4.98K
25.2K $580K
Oct 18, 2024 Q3 2024
Cahaba Wealth Management, Inc.

BUY
 -
103
+ 0.95%
$4.66K - $4.93K
10.9K $250K

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