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 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-972- 4.89% |
$44.1K - $46.1K
|
18.9K
$425K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-988- 43.2% |
$44.8K - $46.9K
|
1.3K
$29.2K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1K- 7.78% |
$45.3K - $47.4K
|
11.9K
$267K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 4.6% |
$47.9K - $50.1K
|
21.9K
$493K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.07K- 4.06% |
$48.3K - $50.6K
|
25.2K
$566K
|
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.12K- 14.54% |
$50.5K - $52.9K
|
6.55K
$147K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
SELL
|
- |
-1.15K- 4.76% |
$52.1K - $54.6K
|
23K
$517K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
SELL
|
- |
-1.21K- 82.03% |
$54.6K - $57.2K
|
264
$5.94K
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.22K- 0.81% |
$55.1K - $57.7K
|
149K
$3.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.29K- 5.5% |
$58.2K - $61K
|
22.1K
$496K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.29K- 8.01% |
$58.4K - $61.1K
|
14.8K
$333K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.31K- 8.32% |
$59.2K - $62K
|
14.4K
$324K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.32K- 6.75% |
$59.7K - $62.5K
|
18.2K
$409K
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-1.32K- 2.27% |
$59.8K - $62.6K
|
56.7K
$1.27M
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.36K- 3.29% |
$61.4K - $64.3K
|
39.8K
$896K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.4K- 53.23% |
$63.5K - $66.4K
|
1.23K
$27.7K
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.45K- 1.21% |
$65.5K - $68.6K
|
118K
$2.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.53K- 5.23% |
$69.4K - $72.7K
|
27.8K
$624K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.54K- 0.94% |
$69.9K - $73.1K
|
163K
$3.66M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.65K- 29.48% |
$75K - $78.5K
|
3.96K
$89K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.7K- 10.66% |
$77.2K - $80.7K
|
14.3K
$321K
|
|
|
Apr 28, 2023
Q1 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-1.73K- 7.86% |
$78.2K - $81.8K
|
20.2K
$455K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.75K- 12.81% |
$79.5K - $83.2K
|
11.9K
$268K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-1.79K- 12.07% |
$81.2K - $85K
|
13.1K
$294K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.81K- 30.92% |
$82K - $85.8K
|
4.04K
$90.9K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-1.86K- 2.79% |
$84.1K - $88K
|
64.7K
$1.46M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.89K- 2.18% |
$85.8K - $89.8K
|
85K
$1.91M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.89K- 2.18% |
$85.8K - $89.8K
|
85K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.9K- 3.73% |
$86.1K - $90.1K
|
49.1K
$1.1M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.93K- 7.77% |
$87.4K - $91.5K
|
22.9K
$515K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.03K- 15.71% |
$92.2K - $96.5K
|
10.9K
$246K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.05K- 29.52% |
$92.9K - $97.2K
|
4.89K
$110K
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.09K- 9.37% |
$94.9K - $99.3K
|
20.2K
$455K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.14K- 6.31% |
$97K - $102K
|
31.8K
$715K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-2.14K- 3.66% |
$97.1K - $102K
|
56.3K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.15K- 3.68% |
$97.5K - $102K
|
56.4K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
SELL
|
- |
-2.39K- 5.17% |
$108K - $113K
|
43.8K
$985K
|
|
|
Apr 27, 2023
Q1 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-2.39K- 2.27% |
$108K - $113K
|
103K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.4K- 10.36% |
$109K - $114K
|
20.7K
$467K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.41K- 9.09% |
$109K - $114K
|
24.1K
$542K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.43K- 94.66% |
$110K - $115K
|
137
$3.08K
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.44K- 3.3% |
$111K - $116K
|
71.5K
$1.61M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.5K- 12.56% |
$113K - $119K
|
17.4K
$391K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.55K- 0.71% |
$116K - $121K
|
356K
$8.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.76K- 3.86% |
$125K - $131K
|
68.7K
$1.55M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.76K- 9.71% |
$125K - $131K
|
25.7K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.77K- 2.43% |
$126K - $131K
|
111K
$2.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.8K- 21.27% |
$127K - $133K
|
10.4K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-2.81K- 20.27% |
$127K - $133K
|
11.1K
$249K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.84K- 6.74% |
$129K - $134K
|
39.2K
$882K
|