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 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
18.7K+ 153.84% |
$423K - $889K
|
30.9K
$705K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
18.7K+ 108.88% |
$423K - $889K
|
35.9K
$819K
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
18.7K+ 100.0% |
$423K - $888K
|
37.4K
$853K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
18.1K+ 92.83% |
$410K - $861K
|
37.6K
$859K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
17.9K+ 214.33% |
$405K - $851K
|
26.2K
$599K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
17.8KNew |
$402K - $844K
|
17.8K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
17.8KNew |
$402K - $844K
|
17.8K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17.5K+ 48.13% |
$396K - $831K
|
53.8K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
17.3K+ 95.91% |
$392K - $822K
|
35.3K
$807K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16.5K+ 60.98% |
$373K - $784K
|
43.5K
$994K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
16.1K+ 68.89% |
$365K - $767K
|
39.5K
$903K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
15.9K+ 111.88% |
$360K - $756K
|
30.1K
$688K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15.8K+ 85.3% |
$357K - $750K
|
34.3K
$783K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
14.7K+ 66.0% |
$333K - $700K
|
37K
$846K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14.6KNew |
$329K - $692K
|
14.6K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14KNew |
$316K - $664K
|
14K
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
13.9K+ 100.18% |
$315K - $662K
|
27.8K
$636K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
13.9KNew |
$314K - $659K
|
13.9K
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
13.8K+ 92.55% |
$312K - $655K
|
28.7K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
13.2K+ 122.72% |
$298K - $625K
|
23.9K
$545K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
13.1K+ 121.96% |
$297K - $624K
|
23.9K
$545K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13K+ 120.36% |
$295K - $620K
|
23.9K
$545K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13KNew |
$294K - $617K
|
13K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
12.8K+ 102.65% |
$290K - $609K
|
25.3K
$577K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12.5K+ 100.0% |
$283K - $594K
|
25K
$571K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12.4K+ 57.0% |
$281K - $591K
|
34.3K
$782K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
12.3K+ 100.0% |
$278K - $583K
|
24.5K
$560K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 63.4% |
$275K - $577K
|
31.3K
$715K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
12.1K+ 100.28% |
$273K - $574K
|
24.1K
$550K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12K+ 69.11% |
$272K - $571K
|
29.4K
$671K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
11.9K+ 100.05% |
$270K - $568K
|
23.9K
$545K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
11.9K+ 94.37% |
$270K - $566K
|
24.5K
$560K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
11.8KNew |
$268K - $563K
|
11.8K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.2K+ 222.82% |
$253K - $531K
|
16.2K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.1K+ 103.12% |
$250K - $525K
|
21.8K
$497K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
10.5K+ 100.0% |
$236K - $497K
|
20.9K
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
10.4K+ 101.7% |
$235K - $494K
|
20.6K
$470K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.3KNew |
$233K - $489K
|
10.3K
$235K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
10.1K+ 93.18% |
$228K - $478K
|
20.9K
$476K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
9.83K+ 100.0% |
$222K - $467K
|
19.7K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.81K+ 100.0% |
$222K - $466K
|
19.6K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
9.65K+ 94.73% |
$218K - $459K
|
19.8K
$453K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.65K+ 85.02% |
$218K - $459K
|
21K
$479K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9.38K+ 97.76% |
$212K - $446K
|
19K
$433K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
9.32K+ 100.0% |
$211K - $443K
|
18.6K
$425K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
9.3K+ 49.46% |
$211K - $442K
|
28.1K
$642K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
9.04K+ 78.13% |
$204K - $429K
|
20.6K
$470K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.02K+ 155.91% |
$204K - $429K
|
14.8K
$338K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
8.99K+ 98.69% |
$203K - $427K
|
18.1K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.87K+ 100.25% |
$201K - $421K
|
17.7K
$404K
|