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 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
4.43K
+ 9414.89%
$201K - $210K
4.47K $101K
May 02, 2023 Q1 2023
Tevis Investment Management

BUY
 -
4.38K
New
$198K - $208K
4.38K $98.4K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
4.32K
New
$196K - $205K
4.32K $97.1K
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
4.3K
New
$195K - $204K
4.3K $96.7K
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
4.29K
+ 1.6%
$194K - $203K
272K $6.12M
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
4.08K
+ 19.66%
$185K - $193K
24.8K $558K
Apr 13, 2023 Q1 2023
Bowman & CO S.C.

BUY
 -
4.04K
+ 24.12%
$183K - $191K
20.8K $467K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
3.91K
+ 113.65%
$177K - $185K
7.34K $165K
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
3.87K
+ 42.76%
$175K - $183K
12.9K $290K
May 15, 2023 Q1 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
3.76K
+ 25.65%
$170K - $178K
18.4K $414K
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
3.7K
+ 14.71%
$168K - $176K
28.9K $650K
Apr 12, 2023 Q1 2023
Rda Financial Network

BUY
 -
3.63K
+ 42.88%
$165K - $172K
12.1K $272K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
3.53K
+ 9.97%
$160K - $168K
39K $876K
May 11, 2023 Q1 2023
Blue Barn Wealth, LLC

BUY
 -
3.51K
+ 7.28%
$159K - $167K
51.7K $1.16M
May 10, 2023 Q1 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
3.47K
+ 8.9%
$157K - $165K
42.5K $955K
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

BUY
 -
3.29K
+ 4.74%
$149K - $156K
72.8K $1.64M
May 15, 2023 Q1 2023
ETF Store, Inc.

BUY
 -
3.16K
+ 3.91%
$143K - $150K
83.8K $1.88M
May 02, 2023 Q1 2023
1900 Wealth Management LLC

BUY
 -
3.11K
+ 5.22%
$141K - $148K
62.7K $1.41M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
3.02K
+ 3.08%
$137K - $143K
101K $2.27M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
2.94K
+ 92.86%
$133K - $139K
6.1K $137K
Apr 24, 2023 Q1 2023
Peak Financial Management, Inc.

BUY
 -
2.86K
+ 3.68%
$130K - $136K
80.5K $1.81M
Apr 11, 2023 Q1 2023
Guardian Financial Partners, LLC

BUY
 -
2.85K
+ 5.58%
$129K - $135K
53.9K $1.21M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
2.82K
New
$128K - $134K
2.82K $63.5K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
2.78K
+ 2029.2%
$126K - $132K
2.92K $65.6K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
2.78K
+ 9.64%
$126K - $132K
31.6K $711K
May 15, 2023 Q1 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
2.72K
+ 33.61%
$123K - $129K
10.8K $243K
May 08, 2023 Q1 2023
Stokes Family Office, LLC

BUY
 -
2.67K
+ 48.1%
$121K - $127K
8.23K $185K
May 15, 2023 Q1 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
2.63K
+ 62.51%
$119K - $125K
6.84K $154K
Apr 25, 2023 Q1 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
2.54K
+ 21.76%
$115K - $121K
14.2K $320K
Apr 17, 2023 Q1 2023
Northwest Investment Counselors, LLC

BUY
 -
2.54K
+ 1.64%
$115K - $120K
157K $3.53M
May 02, 2023 Q1 2023
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
2.5K
+ 2.2%
$113K - $119K
116K $2.61M
Apr 19, 2023 Q1 2023
Patriot Investment Management Inc.

BUY
 -
2.38K
+ 1.11%
$108K - $113K
217K $4.88M
May 15, 2023 Q1 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
2.38K
+ 13.48%
$108K - $113K
20K $450K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
2.36K
New
$107K - $112K
2.36K $53K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.35K
+ 19.33%
$107K - $112K
14.5K $327K
Apr 21, 2023 Q1 2023
Successful Portfolios LLC

BUY
 -
2.33K
+ 34.98%
$106K - $111K
9K $202K
May 11, 2023 Q1 2023
Nyl Investors LLC

New York, NY
BUY
 -
2.3K
+ 3.58%
$104K - $109K
66.6K $1.5M
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
2.2K
+ 6.01%
$99.8K - $104K
38.8K $872K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
2.13K
+ 3.62%
$96.7K - $101K
61.1K $1.37M
May 09, 2023 Q1 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
2.02K
+ 103.65%
$91.5K - $95.7K
3.97K $89.2K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
2K
+ 66.32%
$90.6K - $94.8K
5.01K $113K
May 05, 2023 Q1 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
1.85K
+ 11.45%
$84K - $87.9K
18K $406K
Apr 04, 2023 Q1 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
1.65K
+ 13.08%
$74.7K - $78.2K
14.3K $321K
May 05, 2023 Q1 2023
All Gen Financial Advisors, Inc.

Orlando, FL
BUY
 -
1.62K
+ 27.82%
$73.4K - $76.9K
7.44K $167K
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
1.62K
+ 4.22%
$73.3K - $76.7K
39.9K $897K
Apr 20, 2023 Q1 2023
Lathrop Investment Management Corp

BUY
 -
1.43K
+ 7.42%
$65K - $68K
20.8K $467K
May 08, 2023 Q1 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
1.42K
+ 3.61%
$64.3K - $67.3K
40.7K $916K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
1.41K
+ 260.85%
$63.7K - $66.7K
1.95K $43.7K
May 10, 2023 Q1 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
1.4K
+ 13.79%
$63.5K - $66.5K
11.6K $260K

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