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
Aug 04, 2023 Q2 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
5.39K
New
$247K - $255K
5.39K $123K
Sep 12, 2023 Q2 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
5.35K
+ 109.67%
$245K - $253K
10.2K $233K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.3K
+ 3.1%
$243K - $251K
176K $4M
Aug 11, 2023 Q2 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
5.19K
New
$238K - $246K
5.19K $118K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
5.07K
+ 510.98%
$233K - $240K
6.07K $138K
Jul 27, 2023 Q2 2023
ETF Store, Inc.

BUY
 -
4.94K
+ 5.9%
$227K - $234K
88.7K $2.02M
Aug 09, 2023 Q2 2023
Souders Financial Advisors

BUY
 -
4.87K
+ 1.52%
$223K - $231K
325K $7.39M
Aug 11, 2023 Q2 2023
Tcwp LLC

Tampa, FL
BUY
 -
4.85K
+ 3.53%
$222K - $229K
142K $3.23M
Jul 19, 2023 Q2 2023
Ahl Investment Management, Inc.

BUY
 -
4.84K
New
$222K - $229K
4.84K $110K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
4.81K
+ 769.92%
$221K - $228K
5.44K $124K
Oct 09, 2024 Q2 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
4.78K
New
$219K - $226K
4.78K $109K
Aug 10, 2023 Q2 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
4.77K
+ 9.18%
$219K - $226K
56.8K $1.29M
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
4.67K
New
$214K - $221K
4.67K $106K
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
4.66K
New
$214K - $220K
4.66K $106K
Jul 27, 2023 Q2 2023
Oldfather Financial Services, LLC

BUY
 -
4.5K
+ 22.86%
$207K - $213K
24.2K $550K
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
4.5K
New
$206K - $213K
4.5K $102K
Aug 14, 2023 Q2 2023
Gilbert & Cook, Inc.

BUY
 -
4.47K
New
$205K - $211K
4.47K $102K
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
4.35K
New
$199K - $206K
4.35K $98.9K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
4.35K
+ 52.78%
$199K - $206K
12.6K $286K
Aug 08, 2023 Q2 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
4.34K
New
$199K - $205K
4.34K $98.7K
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
4.15K
+ 5.35%
$190K - $196K
81.6K $1.86M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
4.14K
+ 2.07%
$190K - $196K
204K $4.64M
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
4K
+ 3.97%
$183K - $189K
105K $2.38M
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
3.92K
+ 48.65%
$180K - $186K
12K $273K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3.85K
+ 2.33%
$177K - $182K
169K $3.84M
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
3.75K
+ 20.61%
$172K - $178K
22K $499K
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
3.65K
+ 4.82%
$167K - $173K
79.4K $1.81M
Aug 04, 2023 Q2 2023
Ballast Advisors LLC

BUY
 -
3.39K
+ 8.92%
$156K - $161K
41.4K $942K
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
3.38K
+ 13.27%
$155K - $160K
28.9K $657K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.37K
+ 6.41%
$155K - $160K
56K $1.27M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
3.36K
+ 22.56%
$154K - $159K
18.2K $415K
Aug 28, 2023 Q2 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
3.34K
+ 1.81%
$153K - $158K
188K $4.27M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
3.09K
+ 8.78%
$142K - $146K
38.3K $870K
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
3.07K
+ 7.57%
$141K - $145K
43.6K $991K
Jul 20, 2023 Q2 2023
Blossom Wealth Management

BUY
 -
3.02K
+ 13.12%
$138K - $143K
26K $592K
Aug 16, 2023 Q2 2023
Tenret CO LLC

BUY
 -
3.01K
+ 0.91%
$138K - $143K
333K $7.57M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
3K
+ 5.44%
$138K - $142K
58.1K $1.32M
Jul 14, 2023 Q2 2023
Lvw Advisors, LLC

BUY
 -
2.94K
+ 11.45%
$135K - $139K
28.6K $651K
Jul 05, 2023 Q2 2023
Marotta Asset Management

BUY
 -
2.9K
+ 2.18%
$133K - $137K
136K $3.09M
Aug 14, 2023 Q2 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
2.85K
+ 14.24%
$131K - $135K
22.9K $520K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.74K
+ 1.25%
$125K - $129K
221K $5.02M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
2.71K
+ 15.59%
$124K - $128K
20.1K $457K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
2.71K
+ 15.59%
$124K - $128K
20.1K $457K
Jul 18, 2023 Q2 2023
Range Financial Group LLC

BUY
 -
2.67K
+ 12.13%
$122K - $126K
24.7K $561K
Jul 24, 2023 Q2 2023
Spectrum Planning & Advisory Services Inc.

BUY
 -
2.66K
+ 8.46%
$122K - $126K
34.1K $776K
Jul 26, 2023 Q2 2023
Peak Financial Management, Inc.

BUY
 -
2.55K
+ 3.17%
$117K - $121K
83.1K $1.89M
Oct 17, 2023 Q2 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
2.49K
+ 2.23%
$114K - $118K
114K $2.59M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
2.49K
+ 10.04%
$114K - $118K
27.3K $621K
Jul 31, 2023 Q2 2023
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
2.47K
+ 2.13%
$113K - $117K
119K $2.7M

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