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 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-113- 76.87% |
$5.12K - $5.36K
|
34
$765
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-114- 0.83% |
$5.17K - $5.41K
|
13.6K
$306K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-115- 3.25% |
$5.21K - $5.46K
|
3.43K
$77.1K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-131- 0.9% |
$5.94K - $6.21K
|
14.3K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-135- 2.26% |
$6.12K - $6.4K
|
5.84K
$131K
|
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-145- 1.66% |
$6.57K - $6.88K
|
8.58K
$193K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-148- 3.11% |
$6.71K - $7.02K
|
4.61K
$104K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-165- 2.6% |
$7.48K - $7.83K
|
6.18K
$139K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-171- 0.67% |
$7.75K - $8.11K
|
25.5K
$573K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-174- 1.45% |
$7.89K - $8.25K
|
11.8K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-195- 2.31% |
$8.84K - $9.25K
|
8.25K
$185K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-210- 3.03% |
$9.52K - $9.96K
|
6.73K
$151K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-230- 3.08% |
$10.4K - $10.9K
|
7.24K
$163K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-254- 4.03% |
$11.5K - $12K
|
6.05K
$136K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-258- 4.27% |
$11.7K - $12.2K
|
5.78K
$130K
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-289- 1.18% |
$13.1K - $13.7K
|
24.1K
$543K
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-290- 3.21% |
$13.1K - $13.8K
|
8.74K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-291- 5.72% |
$13.2K - $13.8K
|
4.8K
$108K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-310- 2.63% |
$14.1K - $14.7K
|
11.5K
$258K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-345- 7.18% |
$15.6K - $16.4K
|
4.46K
$100K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-366- 44.69% |
$16.6K - $17.4K
|
453
$10.2K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-390- 6.16% |
$17.7K - $18.5K
|
5.94K
$134K
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-416- 5.71% |
$18.9K - $19.7K
|
6.87K
$155K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-419- 3.18% |
$19K - $19.9K
|
12.7K
$287K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-437- 2.82% |
$19.8K - $20.7K
|
15.1K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-448- 1.49% |
$20.3K - $21.3K
|
29.6K
$666K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-460- 9.47% |
$20.9K - $21.8K
|
4.4K
$98.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-470- 9.36% |
$21.3K - $22.3K
|
4.55K
$102K
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
SELL
|
- |
-485- 5.52% |
$22K - $23K
|
8.31K
$187K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-494- 28.91% |
$22.4K - $23.4K
|
1.22K
$27.3K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-499- 7.16% |
$22.6K - $23.7K
|
6.47K
$146K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-499- 7.16% |
$22.6K - $23.7K
|
6.47K
$146K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-525- 6.48% |
$23.8K - $24.9K
|
7.57K
$170K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-529- 1.99% |
$24K - $25.1K
|
26.1K
$586K
|
|
|
May 01, 2023
Q1 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-530- 4.44% |
$24K - $25.1K
|
11.4K
$257K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-542- 2.45% |
$24.6K - $25.7K
|
21.6K
$486K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-551- 6.17% |
$25K - $26.1K
|
8.38K
$188K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-556- 0.32% |
$25.2K - $26.4K
|
171K
$3.84M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-567- 1.51% |
$25.7K - $26.9K
|
36.9K
$830K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-577- 68.36% |
$26.2K - $27.4K
|
267
$6K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-686- 1.16% |
$31.1K - $32.5K
|
58.3K
$1.31M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-697- 10.9% |
$31.6K - $33.1K
|
5.7K
$128K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-703- 1.09% |
$31.9K - $33.4K
|
64K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-723- 3.54% |
$32.8K - $34.3K
|
19.7K
$443K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-726- 62.86% |
$32.9K - $34.4K
|
429
$9.65K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-787- 4.86% |
$35.7K - $37.3K
|
15.4K
$347K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-832- 5.04% |
$37.7K - $39.5K
|
15.7K
$352K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-878- 0.29% |
$39.8K - $41.7K
|
306K
$6.87M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-921- 1.12% |
$41.7K - $43.7K
|
81K
$1.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-929- 59.78% |
$42.1K - $44.1K
|
625
$14.1K
|