Purchases and Sales Made in Q2 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 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 17, 2023 Q2 2023
Sns Financial Group, LLC

BUY
 -
17.5K
+ 17.04%
$800K - $826K
120K $2.73M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
16.6K
New
$760K - $784K
16.6K $377K
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
16.2K
+ 9.48%
$744K - $768K
187K $4.26M
Jul 31, 2023 Q2 2023
Total Wealth Planning, LLC

BUY
 -
16.2K
+ 2.11%
$741K - $765K
781K $17.8M
Jul 14, 2023 Q2 2023
Bond & Devick Financial Network, Inc.

BUY
 -
15.5K
+ 7.26%
$710K - $733K
229K $5.2M
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
15.4K
+ 23.56%
$708K - $731K
81K $1.84M
Jul 17, 2023 Q2 2023
Mendel Capital Management LLC

BUY
 -
15.4K
+ 127.69%
$707K - $730K
27.5K $625K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
15.1K
+ 5.8%
$693K - $715K
275K $6.26M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
14.6K
+ 1.43%
$670K - $692K
1.03M $23.5M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
14.5K
+ 100.04%
$667K - $688K
29.1K $661K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
13.6K
+ 86.07%
$621K - $641K
29.3K $666K
Jul 31, 2023 Q2 2023
Waterford Advisors, LLC

Orchard Park, NY
BUY
 -
12.8K
+ 3.97%
$585K - $604K
334K $7.59M
Jul 24, 2023 Q2 2023
Values Added Financial LLC

Washington, DC
BUY
 -
12.2K
New
$561K - $579K
12.2K $278K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
12.2K
+ 16.0%
$559K - $577K
88.4K $2.01M
Aug 07, 2023 Q2 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
12.1K
+ 2.19%
$553K - $570K
562K $12.8M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
11.5K
+ 14.41%
$529K - $546K
91.5K $2.08M
Aug 08, 2023 Q2 2023
West Coast Financial LLC

BUY
 -
11.5K
New
$526K - $543K
11.5K $261K
Jul 11, 2023 Q2 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
11K
+ 77.41%
$506K - $522K
25.3K $575K
Aug 14, 2023 Q2 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
11K
+ 59.76%
$505K - $521K
29.4K $669K
Jul 20, 2023 Q2 2023
New Harbor Financial Group, LLC

Leominster, MA
BUY
 -
10.5K
New
$479K - $495K
10.5K $238K
Aug 02, 2023 Q2 2023
Mokosak Advisory Group, LLC

BUY
 -
10.2K
+ 2.63%
$468K - $483K
398K $9.05M
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
10.2K
+ 158.59%
$466K - $481K
16.6K $376K
Jul 26, 2023 Q2 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
10K
+ 117.75%
$459K - $474K
18.5K $421K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
9.49K
+ 5.46%
$435K - $449K
183K $4.16M
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
9.17K
+ 4.56%
$420K - $434K
210K $4.78M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
9.14K
+ 87.44%
$419K - $433K
19.6K $445K
Aug 04, 2023 Q2 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
8.92K
+ 2.65%
$409K - $422K
345K $7.84M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
8.8K
+ 22.27%
$404K - $417K
48.3K $1.1M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
8.77K
+ 44.53%
$402K - $415K
28.5K $647K
Jul 12, 2023 Q2 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
8.72K
+ 20.54%
$400K - $413K
51.2K $1.16M
Aug 14, 2023 Q2 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
8.15K
+ 22.1%
$374K - $386K
45K $1.02M
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
7.88K
+ 226.12%
$361K - $373K
11.4K $258K
Jul 21, 2023 Q2 2023
First Purpose Wealth LLC

BUY
 -
7.35K
+ 43.06%
$337K - $348K
24.4K $555K
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
7.22K
+ 8.43%
$331K - $342K
92.8K $2.11M
Jul 20, 2023 Q2 2023
Apeiron Ria LLC

BUY
 -
7.09K
+ 7.37%
$325K - $336K
103K $2.35M
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
7.04K
New
$323K - $333K
7.04K $160K
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
6.85K
New
$314K - $324K
6.85K $156K
Aug 07, 2023 Q2 2023
Bfsg, LLC

BUY
 -
6.69K
+ 10.34%
$307K - $317K
71.4K $1.62M
Aug 10, 2023 Q2 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
6.64K
New
$305K - $314K
6.64K $151K
Dec 19, 2024 Q2 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
6.58K
+ 6.65%
$302K - $311K
106K $2.4M
Aug 14, 2023 Q2 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
6.57K
+ 36.43%
$301K - $311K
24.6K $560K
Aug 08, 2023 Q2 2023
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
6.57K
+ 6.18%
$301K - $311K
113K $2.57M
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
6.46K
+ 16.77%
$296K - $306K
45K $1.02M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
6.39K
+ 17.04%
$293K - $302K
43.9K $998K
Aug 14, 2023 Q2 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
6.38K
+ 16.01%
$292K - $302K
46.2K $1.05M
Aug 07, 2023 Q2 2023
Kaizen Financial Strategies

BUY
 -
6.24K
+ 5.3%
$286K - $295K
124K $2.81M
Aug 11, 2023 Q2 2023
Security Financial Services, Inc.

BUY
 -
5.93K
+ 4.38%
$272K - $281K
142K $3.22M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
5.88K
+ 14.43%
$270K - $278K
46.6K $1.06M
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
5.84K
+ 27.92%
$268K - $277K
26.8K $609K

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