Purchases and Sales Made in Q1 2023 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-13.1K- 29.73% |
$594K - $621K
|
31K
$704K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-13.4K- 26.56% |
$608K - $637K
|
37.1K
$844K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.5K- 49.28% |
$611K - $639K
|
13.9K
$315K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.6K- 46.26% |
$614K - $643K
|
15.7K
$358K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 44.47% |
$664K - $695K
|
18.3K
$416K
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-15.3K- 38.3% |
$694K - $727K
|
24.7K
$561K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.7K- 2.96% |
$713K - $746K
|
516K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.6K- 4.65% |
$752K - $787K
|
340K
$7.74M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-17.5K- 14.02% |
$792K - $829K
|
107K
$2.44M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-18K- 6.26% |
$815K - $852K
|
269K
$6.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-18.5K- 95.51% |
$839K - $878K
|
869
$19.8K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-19.6KClosed |
$890K - $932K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-21.6K- 36.57% |
$979K - $1.02M
|
37.5K
$852K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-21.9K- 13.75% |
$992K - $1.04M
|
137K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-24K- 29.72% |
$1.09M - $1.14M
|
56.8K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27.4K- 9.66% |
$1.24M - $1.3M
|
256K
$5.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-27.6K- 1.93% |
$1.25M - $1.31M
|
1.4M
$31.9M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-27.7K- 91.95% |
$1.26M - $1.31M
|
2.43K
$55.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-28.1K- 23.63% |
$1.27M - $1.33M
|
90.8K
$2.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-28.3K- 47.4% |
$1.29M - $1.34M
|
31.5K
$715K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.9K- 45.07% |
$1.4M - $1.47M
|
37.7K
$858K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.3K- 11.1% |
$1.51M - $1.58M
|
267K
$6.07M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-36.1K- 22.75% |
$1.64M - $1.71M
|
123K
$2.79M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.8K- 2.03% |
$1.71M - $1.79M
|
1.83M
$41.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-38.9K- 5.68% |
$1.77M - $1.85M
|
647K
$14.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-46.8K- 87.85% |
$2.12M - $2.22M
|
6.47K
$147K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.8K- 5.64% |
$2.57M - $2.69M
|
950K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-65K- 10.77% |
$2.95M - $3.08M
|
538K
$12.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-67.7K- 65.47% |
$3.07M - $3.21M
|
35.7K
$812K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-75.4K- 13.87% |
$3.42M - $3.58M
|
468K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-76.1K- 72.68% |
$3.45M - $3.61M
|
28.6K
$651K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-83.9K- 32.9% |
$3.8M - $3.98M
|
171K
$3.89M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-86.4K- 19.73% |
$3.92M - $4.1M
|
351K
$7.99M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-89.9K- 4.47% |
$4.08M - $4.27M
|
1.92M
$43.7M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-89.9K- 4.47% |
$4.08M - $4.27M
|
1.92M
$43.7M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-111K- 90.01% |
$5.03M - $5.27M
|
12.3K
$280K
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-120K- 87.14% |
$5.45M - $5.71M
|
17.7K
$404K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-126K- 42.12% |
$5.73M - $5.99M
|
174K
$3.95M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-193K- 29.93% |
$8.77M - $9.17M
|
453K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-231K- 9.42% |
$10.5M - $11M
|
2.22M
$50.5M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-666K- 81.98% |
$30.2M - $31.6M
|
146K
$3.33M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.32M- 54.36% |
$60M - $62.8M
|
1.11M
$25.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.89M- 65.57% |
$176M - $185M
|
2.04M
$46.4M
|