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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
9.95KNew |
$451K - $472K
|
9.95K
$224K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
9.94K+ 57.16% |
$451K - $472K
|
27.3K
$615K
|
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
9.89KNew |
$448K - $469K
|
9.89K
$222K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.85K+ 16.83% |
$447K - $467K
|
68.4K
$1.54M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.83K+ 61.07% |
$446K - $466K
|
25.9K
$583K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
8.93KNew |
$405K - $423K
|
8.93K
$201K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.92K+ 38.88% |
$405K - $423K
|
31.9K
$717K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
8.86K+ 35.44% |
$402K - $420K
|
33.9K
$762K
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
8.82K+ 36.38% |
$400K - $419K
|
33.1K
$744K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.6K+ 0.9% |
$390K - $408K
|
966K
$21.7M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
8.23KNew |
$373K - $391K
|
8.23K
$185K
|
|
|
Apr 28, 2023
Q1 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
8.16K+ 2.87% |
$370K - $387K
|
293K
$6.58M
|
|
|
May 01, 2023
Q1 2023
|
Tenret CO LLC
|
BUY
|
- |
8.09K+ 2.52% |
$367K - $384K
|
330K
$7.42M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
7.99KNew |
$362K - $379K
|
7.99K
$180K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7.66K+ 57.57% |
$347K - $363K
|
21K
$472K
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
7.53K+ 2.4% |
$341K - $357K
|
321K
$7.22M
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
7.31K+ 40.71% |
$332K - $347K
|
25.3K
$569K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
7.22KNew |
$327K - $343K
|
7.22K
$162K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6.85K+ 1623.93% |
$311K - $325K
|
7.28K
$164K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
6.57K+ 63.21% |
$298K - $312K
|
17K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.44K+ 27.08% |
$292K - $305K
|
30.2K
$679K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6.39K+ 158.76% |
$290K - $303K
|
10.4K
$234K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
6.32K+ 9.54% |
$286K - $300K
|
72.6K
$1.63M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.11K+ 59.39% |
$277K - $290K
|
16.4K
$369K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6.02KNew |
$273K - $286K
|
6.02K
$135K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
6K+ 108.08% |
$272K - $285K
|
11.6K
$260K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
5.97K+ 12.93% |
$271K - $283K
|
52.2K
$1.17M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5.89K+ 16.12% |
$267K - $280K
|
42.5K
$955K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.88KNew |
$266K - $279K
|
5.88K
$132K
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
5.68K+ 3.24% |
$257K - $269K
|
181K
$4.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
5.66K+ 5.85% |
$257K - $268K
|
102K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.64K+ 57.21% |
$256K - $268K
|
15.5K
$349K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.61K+ 4.13% |
$254K - $266K
|
142K
$3.19M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.61K+ 4.13% |
$254K - $266K
|
142K
$3.19M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.59K+ 54.2% |
$253K - $265K
|
15.9K
$358K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
5.58K+ 8.22% |
$253K - $265K
|
73.5K
$1.65M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.46K+ 42.01% |
$248K - $259K
|
18.5K
$415K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.41K+ 15.3% |
$245K - $257K
|
40.8K
$916K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.16K+ 44.66% |
$234K - $245K
|
16.7K
$376K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.13K+ 147.48% |
$232K - $243K
|
8.61K
$194K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.08K+ 44.99% |
$230K - $241K
|
16.4K
$368K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
5.05KNew |
$229K - $240K
|
5.05K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5K+ 44.12% |
$227K - $237K
|
16.3K
$367K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.97KNew |
$225K - $236K
|
4.97K
$112K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.88KNew |
$221K - $232K
|
4.88K
$110K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
4.84K+ 39.56% |
$219K - $229K
|
17.1K
$384K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4.81K+ 130.15% |
$218K - $228K
|
8.5K
$191K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.75K+ 43.19% |
$215K - $225K
|
15.7K
$354K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.49K+ 37.36% |
$203K - $213K
|
16.5K
$371K
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
4.43K+ 17.24% |
$201K - $210K
|
30.1K
$677K
|