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 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-353- 1.66% |
$16K - $16.9K
|
20.9K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-396- 1.13% |
$17.9K - $19K
|
34.6K
$796K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-396- 4.15% |
$17.9K - $19K
|
9.15K
$210K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 0.82% |
$18.1K - $19.1K
|
48.4K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-435- 2.16% |
$19.7K - $20.8K
|
19.7K
$453K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-437- 4.58% |
$19.8K - $20.9K
|
9.11K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-441- 2.9% |
$19.9K - $21.1K
|
14.8K
$339K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-451- 0.55% |
$20.4K - $21.6K
|
82K
$1.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-452- 4.91% |
$20.4K - $21.6K
|
8.75K
$201K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-454- 53.86% |
$20.5K - $21.7K
|
389
$8.94K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-473- 8.91% |
$21.4K - $22.6K
|
4.84K
$111K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-485- 0.42% |
$21.9K - $23.2K
|
114K
$2.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-524- 8.1% |
$23.7K - $25.1K
|
5.95K
$137K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-553- 0.88% |
$25K - $26.5K
|
62.3K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-572- 56.24% |
$25.9K - $27.4K
|
445
$10.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-590- 52.17% |
$26.7K - $28.2K
|
541
$12.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-596- 2.97% |
$26.9K - $28.5K
|
19.5K
$448K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-613- 90.41% |
$27.7K - $29.3K
|
65
$1.49K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-651- 8.78% |
$29.4K - $31.2K
|
6.76K
$155K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-657- 48.56% |
$29.7K - $31.5K
|
696
$16K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-659- 6.3% |
$29.8K - $31.5K
|
9.81K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-676- 26.47% |
$30.6K - $32.4K
|
1.88K
$43.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-700- 0.98% |
$31.6K - $33.5K
|
71K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-727- 1.26% |
$32.9K - $34.8K
|
57.1K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-754- 7.86% |
$34.1K - $36.1K
|
8.84K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-785- 0.24% |
$35.5K - $37.6K
|
332K
$7.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-787- 4.18% |
$35.6K - $37.7K
|
18K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-800- 6.24% |
$36.2K - $38.3K
|
12K
$276K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-817- 4.54% |
$36.9K - $39.1K
|
17.2K
$395K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-876- 8.78% |
$39.6K - $41.9K
|
9.1K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-949- 5.21% |
$42.9K - $45.4K
|
17.3K
$397K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.03K- 3.79% |
$46.3K - $49.1K
|
26K
$597K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.03K- 4.11% |
$46.3K - $49.1K
|
23.9K
$549K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.06K- 0.6% |
$47.9K - $50.7K
|
174K
$4.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.06K- 5.2% |
$48.1K - $50.9K
|
19.4K
$446K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.07K- 9.45% |
$48.5K - $51.4K
|
10.3K
$236K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.1K- 17.61% |
$49.8K - $52.8K
|
5.16K
$118K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-1.1K- 8.46% |
$49.9K - $52.8K
|
11.9K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.14K- 45.27% |
$51.5K - $54.5K
|
1.38K
$31.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.15K- 6.39% |
$52K - $55.1K
|
16.8K
$387K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.18K- 1.73% |
$53.5K - $56.6K
|
67K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.2K- 2.34% |
$54.4K - $57.6K
|
50.2K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.23K- 4.19% |
$55.6K - $58.9K
|
28.2K
$647K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 6.06% |
$55.9K - $59.2K
|
19.2K
$440K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.24K- 18.55% |
$56.1K - $59.4K
|
5.45K
$125K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.24K- 0.49% |
$56.1K - $59.5K
|
251K
$5.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.27K- 21.73% |
$57.3K - $60.7K
|
4.57K
$105K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.28K- 2.67% |
$58K - $61.4K
|
46.8K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.3K- 3.09% |
$58.5K - $62K
|
40.6K
$933K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.3K- 16.15% |
$58.8K - $62.2K
|
6.75K
$155K
|