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
Apr 12, 2023 Q1 2023
Mokosak Advisory Group, LLC

BUY
 -
1.36K
+ 0.35%
$61.6K - $64.5K
388K $8.72M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.15K
New
$51.9K - $54.4K
1.15K $25.8K
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
1.13K
+ 1.14%
$51.3K - $53.7K
101K $2.26M
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
1.07K
+ 16.44%
$48.5K - $50.8K
7.58K $170K
Apr 06, 2023 Q1 2023
Anderson Hoagland & CO

BUY
 -
1.03K
+ 6.8%
$46.5K - $48.7K
16.1K $362K
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
944
+ 2.82%
$42.8K - $44.8K
34.5K $775K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
825
+ 147.06%
$37.4K - $39.1K
1.39K $31.2K
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
824
+ 60.54%
$37.4K - $39.1K
2.19K $49.1K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
776
+ 23.28%
$35.2K - $36.8K
4.11K $92.4K
Apr 19, 2023 Q1 2023
Carnegie Capital Asset Management, LLC

BUY
 -
672
+ 6.2%
$30.5K - $31.9K
11.5K $259K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
628
+ 2.43%
$28.5K - $29.8K
26.5K $596K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
623
+ 9.01%
$28.2K - $29.6K
7.54K $170K
May 09, 2023 Q1 2023
Ballast Advisors LLC

BUY
 -
619
+ 1.66%
$28.1K - $29.4K
38K $855K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
599
+ 5.37%
$27.2K - $28.4K
11.7K $264K
May 08, 2023 Q1 2023
Phillips Financial Management, LLC

BUY
 -
582
+ 0.75%
$26.4K - $27.6K
78.4K $1.76M
May 09, 2023 Q1 2023
Signet Investment Advisory Group, Inc.

BUY
 -
558
+ 3.25%
$25.3K - $26.5K
17.7K $398K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
556
+ 0.33%
$25.2K - $26.4K
171K $3.85M
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
528
+ 7.0%
$23.9K - $25K
8.07K $181K
Apr 25, 2023 Q1 2023
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
468
+ 1.94%
$21.2K - $22.2K
24.6K $554K
May 01, 2023 Q1 2023
Rkl Wealth Management LLC

BUY
 -
461
+ 0.7%
$20.9K - $21.9K
66.7K $1.5M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
454
New
$20.6K - $21.5K
454 $10.2K
May 02, 2023 Q1 2023
Maple Capital Management, Inc.

BUY
 -
434
+ 5.8%
$19.7K - $20.6K
7.92K $178K
May 15, 2023 Q1 2023
Zacks Investment Management

Chicago, IL
BUY
 -
397
+ 5.13%
$18K - $18.8K
8.13K $183K
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
364
+ 2.11%
$16.5K - $17.3K
17.6K $395K
May 01, 2024 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
361
New
$16.4K - $17.1K
361 $8.12K
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

BUY
 -
310
+ 5.04%
$14.1K - $14.7K
6.47K $145K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
305
+ 1.79%
$13.8K - $14.5K
17.4K $391K
May 05, 2023 Q1 2023
Juncture Wealth Strategies, LLC

BUY
 -
304
+ 1.44%
$13.8K - $14.4K
21.4K $482K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
300
New
$13.6K - $14.2K
300 $6.75K
May 11, 2023 Q1 2023
Cutler Investment Counsel LLC

BUY
 -
283
+ 1.4%
$12.8K - $13.4K
20.5K $462K
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
249
+ 1.62%
$11.3K - $11.8K
15.7K $352K
May 04, 2023 Q1 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
240
+ 1.11%
$10.9K - $11.4K
21.9K $492K
Apr 20, 2023 Q1 2023
Fort Henry Capital, LLC

BUY
 -
238
+ 4.04%
$10.8K - $11.3K
6.13K $138K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
234
+ 6.08%
$10.6K - $11.1K
4.08K $91.8K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
208
+ 0.28%
$9.43K - $9.87K
75.7K $1.7M
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
200
New
$9.07K - $9.49K
200 $4.5K
May 02, 2023 Q1 2023
Nbt Bank N A

BUY
 -
200
+ 0.55%
$9.07K - $9.49K
36.8K $828K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
184
+ 0.86%
$8.34K - $8.73K
21.7K $487K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
181
+ 2.91%
$8.2K - $8.59K
6.4K $144K
Apr 17, 2023 Q1 2023
All Season Financial Advisors, Inc.

BUY
 -
179
+ 2.48%
$8.11K - $8.49K
7.41K $167K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
179
+ 61.3%
$8.11K - $8.49K
471 $10.6K
Apr 19, 2023 Q1 2023
Manchester Financial Inc

BUY
 -
176
+ 0.65%
$7.98K - $8.35K
27.4K $617K
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
151
New
$6.84K - $7.16K
151 $3.4K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
142
+ 26.25%
$6.44K - $6.74K
683 $15.4K
Apr 21, 2023 Q1 2023
Moneywise, Inc.

BUY
 -
117
+ 1.23%
$5.3K - $5.55K
9.66K $217K
May 03, 2023 Q1 2023
Optimum Investment Advisors

BUY
 -
116
+ 2.9%
$5.26K - $5.5K
4.12K $92.6K
Apr 13, 2023 Q1 2023
Burt Wealth Advisors

BUY
 -
114
+ 0.42%
$5.17K - $5.41K
27.3K $615K
May 04, 2023 Q1 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
104
+ 1.35%
$4.71K - $4.93K
7.82K $176K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
102
+ 1.2%
$4.62K - $4.84K
8.63K $194K

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