Purchases and Sales Made in Q2 2023 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-14.6K- 23.97% |
$672K - $693K
|
46.4K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16K- 5.23% |
$733K - $757K
|
290K
$6.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-16.3K- 42.12% |
$749K - $773K
|
22.5K
$511K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-16.9K- 11.53% |
$774K - $799K
|
130K
$2.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-17.7K- 50.73% |
$813K - $839K
|
17.2K
$391K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-17.9K- 31.93% |
$821K - $847K
|
38.2K
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-18.2K- 14.89% |
$836K - $863K
|
104K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.5K- 3.58% |
$848K - $876K
|
498K
$11.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-19K- 15.25% |
$871K - $899K
|
106K
$2.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.4K- 9.87% |
$935K - $965K
|
186K
$4.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.5K- 21.22% |
$941K - $972K
|
76.2K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-20.8K- 70.19% |
$953K - $983K
|
8.82K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-22.3K- 81.39% |
$1.02M - $1.05M
|
5.09K
$116K
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-23.5K- 8.45% |
$1.08M - $1.11M
|
254K
$5.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-27.2K- 52.38% |
$1.25M - $1.29M
|
24.7K
$562K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27.3K- 5.07% |
$1.25M - $1.29M
|
511K
$11.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-28.5K- 92.01% |
$1.31M - $1.35M
|
2.47K
$56.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.6K- 75.97% |
$1.31M - $1.36M
|
9.06K
$206K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-29.7K- 11.03% |
$1.36M - $1.4M
|
239K
$5.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30.1K- 8.83% |
$1.38M - $1.42M
|
310K
$7.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.5K- 15.94% |
$1.95M - $2.01M
|
224K
$5.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-42.8K- 1.75% |
$1.96M - $2.03M
|
2.4M
$54.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-45.5K- 7.03% |
$2.09M - $2.15M
|
602K
$13.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.8K- 2.56% |
$2.14M - $2.21M
|
1.78M
$40.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-56.5K- 5.68% |
$2.59M - $2.67M
|
939K
$21.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-72.5K- 23.67% |
$3.33M - $3.43M
|
234K
$5.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-90.2K- 56.2% |
$4.14M - $4.27M
|
70.3K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-101K- 9.12% |
$4.64M - $4.79M
|
1.01M
$23M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-105K- 37.98% |
$4.84M - $4.99M
|
172K
$3.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-119K- 38.77% |
$5.44M - $5.62M
|
187K
$4.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-218K- 9.82% |
$10M - $10.3M
|
2M
$45.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-380K- 40.05% |
$17.4M - $18M
|
569K
$12.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-435K- 21.3% |
$20M - $20.6M
|
1.61M
$36.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-449K- 98.08% |
$20.6M - $21.2M
|
8.78K
$200K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-654K- 73.68% |
$30M - $30.9M
|
234K
$5.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.46M- 98.79% |
$66.8M - $69M
|
17.8K
$405K
|