Purchases and Sales Made in Q1 2023 in Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

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 11, 2023 Q1 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
34.9K
New
$1.58M - $1.66M
34.9K $794K
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
32.4K
+ 102.7%
$1.47M - $1.53M
63.9K $1.45M
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
31.4K
+ 39.13%
$1.42M - $1.49M
112K $2.54M
May 01, 2023 Q1 2023
Tnf LLC

BUY
 -
29.6K
+ 21.13%
$1.34M - $1.4M
170K $3.86M
May 05, 2023 Q1 2023
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
28.8K
+ 6.07%
$1.31M - $1.37M
504K $11.5M
Apr 11, 2023 Q1 2023
Bond & Devick Financial Network, Inc.

BUY
 -
28.8K
+ 15.62%
$1.31M - $1.37M
213K $4.85M
May 11, 2023 Q1 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
28.8K
+ 5.88%
$1.3M - $1.37M
518K $11.8M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
28.5K
+ 43.23%
$1.29M - $1.35M
94.3K $2.14M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
27.9K
+ 16.24%
$1.27M - $1.33M
200K $4.55M
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
BUY
 -
27.2K
+ 204.52%
$1.23M - $1.29M
40.5K $921K
Apr 07, 2023 Q1 2023
Cypress Wealth Services, LLC

BUY
 -
25.7K
+ 49.66%
$1.16M - $1.22M
77.3K $1.76M
May 15, 2023 Q1 2023
Seven One Seven Capital Management

Lancaster, PA
BUY
 -
24.2K
+ 67.76%
$1.1M - $1.15M
60K $1.36M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
20.9K
New
$949K - $993K
20.9K $476K
May 02, 2023 Q1 2023
Security Financial Services, Inc.

BUY
 -
20.7K
+ 17.98%
$937K - $980K
136K $3.08M
Apr 03, 2023 Q1 2023
Shearwater Capital LLC

BUY
 -
20.2K
+ 1877.23%
$916K - $958K
21.3K $484K
May 09, 2023 Q1 2023
Blue Sky Wealth Advisors, LLC

BUY
 -
20K
+ 2.33%
$906K - $948K
878K $20M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
19.7K
New
$891K - $933K
19.7K $447K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
19.3K
+ 1.28%
$877K - $918K
1.54M $34.9M
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
19.3K
New
$875K - $916K
19.3K $439K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
18.7K
+ 33.0%
$849K - $889K
75.5K $1.72M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
18.5K
+ 3.72%
$839K - $878K
516K $11.7M
May 08, 2023 Q1 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
17.9K
+ 4.86%
$813K - $851K
387K $8.79M
May 03, 2023 Q1 2023
Curi Wealth Management, LLC

BUY
 -
17.8K
+ 16.5%
$809K - $846K
126K $2.87M
May 08, 2023 Q1 2023
Tempus Wealth Planning, LLC

BUY
 -
17.8K
+ 26.22%
$806K - $844K
85.6K $1.95M
Apr 03, 2023 Q1 2023
Range Financial Group LLC

BUY
 -
17.1K
+ 344.82%
$773K - $809K
22K $500K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
17K
+ 28.81%
$772K - $808K
76.2K $1.73M
Apr 06, 2023 Q1 2023
Revolve Wealth Partners, LLC

BUY
 -
16.8K
+ 9.65%
$763K - $799K
191K $4.35M
May 09, 2023 Q1 2023
Souders Financial Advisors

BUY
 -
16.1K
+ 5.31%
$731K - $765K
320K $7.28M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
15.9K
+ 10.65%
$721K - $754K
165K $3.76M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
15.4K
+ 21.98%
$699K - $731K
85.6K $1.95M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
15.1K
+ 21.97%
$684K - $716K
83.8K $1.9M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
15K
+ 6193.8%
$679K - $711K
15.2K $346K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
14.3K
+ 24.93%
$650K - $680K
71.8K $1.63M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
14.2K
+ 7.62%
$645K - $675K
201K $4.57M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
14.2K
+ 2090.29%
$644K - $674K
14.9K $339K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
13.4K
+ 6.68%
$608K - $636K
214K $4.87M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
13.4K
+ 32.09%
$607K - $635K
55.1K $1.25M
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
12.6K
+ 82.63%
$573K - $600K
27.9K $635K
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

BUY
 -
12.5K
+ 23.57%
$567K - $593K
65.6K $1.49M
May 02, 2023 Q1 2023
Firethorn Wealth Partners, LLC

BUY
 -
12.5K
+ 43.71%
$565K - $592K
41K $932K
May 03, 2023 Q1 2023
Mendel Capital Management LLC

BUY
 -
12.1K
New
$548K - $573K
12.1K $275K
May 02, 2023 Q1 2023
Friedenthal Financial

BUY
 -
12K
+ 9.49%
$542K - $567K
138K $3.14M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
11.9K
+ 22.21%
$538K - $563K
65.3K $1.49M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
11.3K
+ 5.44%
$510K - $534K
218K $4.96M
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
11.2K
+ 33.15%
$510K - $533K
45.2K $1.03M
Dec 19, 2024 Q1 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
11.2K
+ 12.79%
$509K - $532K
99K $2.25M
May 11, 2023 Q1 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
10.5K
New
$474K - $496K
10.5K $238K
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
10.4K
New
$473K - $495K
10.4K $237K
May 04, 2023 Q1 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
10.4K
New
$470K - $491K
10.4K $236K

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