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 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.31K- 8.0% |
$59.2K - $62.7K
|
15.1K
$346K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.36K- 4.43% |
$61.4K - $65.1K
|
29.3K
$673K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.37K- 26.35% |
$61.7K - $65.4K
|
3.82K
$87.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.44K- 8.59% |
$64.9K - $68.7K
|
15.3K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.46K- 9.18% |
$66.1K - $70K
|
14.5K
$333K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 7.43% |
$67.2K - $71.1K
|
18.5K
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.51K- 0.45% |
$68.1K - $72.1K
|
332K
$7.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.68K- 26.68% |
$76.1K - $80.6K
|
4.62K
$106K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.88K- 14.86% |
$84.9K - $89.9K
|
10.8K
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.08K- 2.23% |
$94.1K - $99.7K
|
91.3K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.17K- 4.82% |
$98.2K - $104K
|
42.9K
$985K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.25K- 1.85% |
$102K - $108K
|
119K
$2.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.33K- 5.05% |
$105K - $112K
|
43.9K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.37K- 1.67% |
$107K - $113K
|
139K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.39K- 10.31% |
$108K - $114K
|
20.8K
$478K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.49K- 34.85% |
$113K - $119K
|
4.66K
$107K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.51K- 88.88% |
$113K - $120K
|
314
$7.21K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.52K- 2.87% |
$114K - $120K
|
85.1K
$1.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.6K- 6.73% |
$118K - $125K
|
36K
$828K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.73K- 4.81% |
$123K - $131K
|
54K
$1.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.84K- 31.13% |
$128K - $136K
|
6.28K
$144K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.88K- 17.2% |
$130K - $138K
|
13.9K
$318K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.97K- 23.0% |
$134K - $142K
|
9.94K
$228K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.09K- 3.49% |
$140K - $148K
|
85.5K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.18K- 4.65% |
$144K - $152K
|
65.2K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-3.19K- 38.22% |
$144K - $153K
|
5.15K
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.27K- 1.88% |
$148K - $157K
|
171K
$3.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.33K- 3.74% |
$150K - $159K
|
85.5K
$1.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.39K- 3.37% |
$153K - $162K
|
97.2K
$2.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.45K- 13.65% |
$156K - $165K
|
21.8K
$501K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.46K- 7.69% |
$156K - $166K
|
41.6K
$954K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.49K- 30.49% |
$158K - $167K
|
7.97K
$183K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-3.5K- 12.99% |
$158K - $167K
|
23.4K
$538K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.58K- 12.17% |
$162K - $171K
|
25.8K
$593K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.65K- 16.92% |
$165K - $175K
|
17.9K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.74K- 32.29% |
$169K - $179K
|
7.84K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.97K- 6.9% |
$179K - $190K
|
53.5K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.41K- 32.44% |
$199K - $211K
|
9.18K
$211K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.46K- 16.54% |
$201K - $213K
|
22.5K
$516K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-4.65K- 4.01% |
$210K - $223K
|
111K
$2.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.81K- 7.82% |
$217K - $230K
|
56.7K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.04K- 4.67% |
$228K - $241K
|
103K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.16K- 23.02% |
$233K - $247K
|
17.2K
$396K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-5.2K- 7.39% |
$235K - $249K
|
65.1K
$1.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.25K- 2.59% |
$237K - $251K
|
197K
$4.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-5.65K- 14.45% |
$256K - $271K
|
33.5K
$769K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.79K- 12.68% |
$262K - $277K
|
39.9K
$916K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.82K- 1.14% |
$263K - $279K
|
503K
$11.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-6.44K- 5.81% |
$291K - $308K
|
104K
$2.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-6.45K- 12.2% |
$292K - $309K
|
46.4K
$1.07M
|