Purchases and Sales Made in Q4 2024 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3M+ 103.36% |
$67.8M - $143M
|
5.9M
$134M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.9M+ 113.85% |
$43M - $90.3M
|
3.57M
$81.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.05M+ 104.99% |
$23.7M - $49.7M
|
2.04M
$46.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
559K+ 107.81% |
$12.7M - $26.6M
|
1.08M
$24.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
544K+ 108.16% |
$12.3M - $25.9M
|
1.05M
$23.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
425KNew |
$9.62M - $20.2M
|
425K
$9.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
334K+ 1057.88% |
$7.55M - $15.9M
|
365K
$8.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
284K+ 109.17% |
$6.42M - $13.5M
|
543K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
248K+ 98.78% |
$5.6M - $11.8M
|
498K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
243K+ 103.65% |
$5.49M - $11.5M
|
477K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
180K+ 146.64% |
$4.06M - $8.54M
|
302K
$6.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
175K+ 170.1% |
$3.97M - $8.33M
|
278K
$6.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
171K+ 158.27% |
$3.88M - $8.15M
|
280K
$6.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
142K+ 98.44% |
$3.22M - $6.75M
|
286K
$6.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
142K+ 1976.73% |
$3.2M - $6.73M
|
149K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
138K+ 104.78% |
$3.12M - $6.56M
|
270K
$6.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
136K+ 130.01% |
$3.07M - $6.45M
|
240K
$5.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
127K+ 155.19% |
$2.88M - $6.05M
|
209K
$4.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
111K+ 100.0% |
$2.52M - $5.29M
|
223K
$5.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
98.4K+ 117.65% |
$2.23M - $4.68M
|
182K
$4.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
96.7K+ 105.89% |
$2.19M - $4.6M
|
188K
$4.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
89.8K+ 103.45% |
$2.03M - $4.27M
|
177K
$4.01M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
76.4K+ 108.45% |
$1.73M - $3.63M
|
147K
$3.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
74.3KNew |
$1.68M - $3.53M
|
74.3K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
71.3K+ 96.45% |
$1.61M - $3.39M
|
145K
$3.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
68.6K+ 238.91% |
$1.55M - $3.26M
|
97.4K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
64.5K+ 258.14% |
$1.46M - $3.06M
|
89.4K
$2.03M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
55.7K+ 134.07% |
$1.26M - $2.65M
|
97.3K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
54K+ 115.52% |
$1.22M - $2.57M
|
101K
$2.29M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
52.7K+ 127.7% |
$1.19M - $2.5M
|
93.9K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
52.5K+ 84.27% |
$1.19M - $2.49M
|
115K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
49.6K+ 84.67% |
$1.12M - $2.36M
|
108K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
48.6K+ 111.12% |
$1.1M - $2.31M
|
92.4K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
48.6K+ 137.14% |
$1.1M - $2.31M
|
84K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
47.7K+ 112.33% |
$1.08M - $2.27M
|
90.2K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
43.1K+ 107.06% |
$976K - $2.05M
|
83.4K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
41.2K+ 128.09% |
$932K - $1.96M
|
73.3K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
41.1K+ 72.39% |
$929K - $1.95M
|
97.8K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
40.4KNew |
$914K - $1.92M
|
40.4K
$917K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
35.6KNew |
$806K - $1.69M
|
35.6K
$809K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
34.9K+ 88.92% |
$789K - $1.66M
|
74.1K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
34.5K+ 136.7% |
$781K - $1.64M
|
59.7K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
34.1K+ 283.72% |
$771K - $1.62M
|
46.1K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
33.5K+ 113.24% |
$759K - $1.59M
|
63.2K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
33.4K+ 99.84% |
$756K - $1.59M
|
66.9K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
32.1K+ 304.59% |
$726K - $1.53M
|
42.6K
$969K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
27K+ 86.78% |
$610K - $1.28M
|
58.1K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
25.4K+ 96.92% |
$574K - $1.21M
|
51.6K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
23.6K+ 153.64% |
$534K - $1.12M
|
39K
$886K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
21.8K+ 96.91% |
$493K - $1.04M
|
44.3K
$1.01M
|