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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1- 0.01% |
$45.2 - $47.9
|
18.1K
$416K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1- 7.69% |
$45.2 - $47.9
|
12
$276
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-7- 0.07% |
$316 - $335
|
9.82K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-8- 0.03% |
$362 - $383
|
26.9K
$618K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-10- 0.2% |
$452 - $479
|
4.93K
$113K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10- 9.17% |
$452 - $479
|
99
$2.27K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-11- 0.41% |
$497 - $527
|
2.65K
$61K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-17- 0.47% |
$768 - $814
|
3.64K
$83.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18- 1.06% |
$814 - $862
|
1.68K
$38.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-43- 79.63% |
$1.94K - $2.06K
|
11
$253
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-43- 0.56% |
$1.94K - $2.06K
|
7.58K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-55- 2.91% |
$2.49K - $2.63K
|
1.84K
$42.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-59- 0.46% |
$2.67K - $2.82K
|
12.7K
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-72- 14.17% |
$3.25K - $3.45K
|
436
$10K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-76- 0.19% |
$3.44K - $3.64K
|
39.2K
$900K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-84- 0.77% |
$3.8K - $4.02K
|
10.8K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-88- 0.39% |
$3.98K - $4.21K
|
22.4K
$515K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-97- 0.07% |
$4.38K - $4.64K
|
140K
$3.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-100- 65.36% |
$4.52K - $4.79K
|
53
$1.22K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-101- 2.95% |
$4.57K - $4.83K
|
3.33K
$76.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-106- 0.71% |
$4.79K - $5.07K
|
14.8K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-115- 0.36% |
$5.2K - $5.51K
|
31.8K
$730K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-117- 2.38% |
$5.29K - $5.6K
|
4.8K
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-119- 0.63% |
$5.38K - $5.7K
|
18.8K
$432K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-122- 2.13% |
$5.51K - $5.84K
|
5.6K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-123- 0.24% |
$5.56K - $5.89K
|
50.6K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-125- 1.29% |
$5.65K - $5.98K
|
9.6K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-133- 0.51% |
$6.01K - $6.37K
|
26.1K
$599K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-140- 14.72% |
$6.33K - $6.7K
|
811
$18.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-144- 1.1% |
$6.51K - $6.89K
|
12.9K
$297K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-146- 1.09% |
$6.6K - $6.99K
|
13.3K
$305K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-160- 0.59% |
$7.23K - $7.66K
|
27K
$621K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-179- 2.23% |
$8.09K - $8.57K
|
7.86K
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-184- 19.27% |
$8.32K - $8.81K
|
771
$17.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-203- 1.1% |
$9.18K - $9.72K
|
18.2K
$417K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-206- 13.71% |
$9.31K - $9.86K
|
1.3K
$29.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-219- 0.42% |
$9.9K - $10.5K
|
51.7K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-226- 0.59% |
$10.2K - $10.8K
|
37.9K
$870K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-232- 3.97% |
$10.5K - $11.1K
|
5.61K
$129K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-245- 2.21% |
$11.1K - $11.7K
|
10.8K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-260- 0.81% |
$11.8K - $12.4K
|
32K
$736K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-262- 5.61% |
$11.8K - $12.5K
|
4.41K
$101K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-297- 4.95% |
$13.4K - $14.2K
|
5.7K
$131K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-300- 4.03% |
$13.6K - $14.4K
|
7.15K
$164K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-301- 2.44% |
$13.6K - $14.4K
|
12K
$277K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-302- 6.67% |
$13.7K - $14.5K
|
4.22K
$97K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-327- 3.49% |
$14.8K - $15.7K
|
9.06K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-331- 2.94% |
$15K - $15.8K
|
10.9K
$251K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-340- 1.9% |
$15.4K - $16.3K
|
17.5K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-341- 2.98% |
$15.4K - $16.3K
|
11.1K
$255K
|