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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.46K+ 0.49% |
$113K - $116K
|
506K
$11.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.46K+ 0.47% |
$113K - $116K
|
521K
$11.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
2.35K+ 2.0% |
$108K - $111K
|
120K
$2.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.34K+ 23.56% |
$107K - $111K
|
12.3K
$280K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.29K+ 53.01% |
$105K - $108K
|
6.61K
$150K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.16K+ 315.81% |
$98.9K - $102K
|
2.84K
$64.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.11K+ 35.95% |
$96.9K - $100K
|
7.99K
$182K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.01K+ 10.2% |
$91.9K - $94.9K
|
21.7K
$493K
|
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2K+ 15.54% |
$91.7K - $94.7K
|
14.9K
$338K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.97K+ 2.72% |
$90.5K - $93.4K
|
74.5K
$1.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.91K+ 3.27% |
$87.4K - $90.2K
|
60.2K
$1.37M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 10.35% |
$86.8K - $89.5K
|
20.2K
$459K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 10.35% |
$86.8K - $89.5K
|
20.2K
$459K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.78K+ 11.5% |
$81.8K - $84.4K
|
17.3K
$393K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.56K+ 4.36% |
$71.4K - $73.7K
|
37.3K
$848K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 34.84% |
$71.2K - $73.5K
|
6.01K
$137K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
1.49K+ 3.39% |
$68.1K - $70.3K
|
45.3K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.44KNew |
$65.9K - $68K
|
1.44K
$32.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.42K+ 3.8% |
$65K - $67.1K
|
38.8K
$881K
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.37K+ 4.56% |
$63K - $65K
|
31.5K
$716K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.37K+ 5.68% |
$62.7K - $64.7K
|
25.5K
$579K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.27K+ 2.02% |
$58.1K - $59.9K
|
64K
$1.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.2K+ 92.46% |
$55.1K - $56.8K
|
2.5K
$56.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.18K+ 175.15% |
$54K - $55.7K
|
1.85K
$42K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.17K+ 5.56% |
$53.4K - $55.1K
|
22.1K
$503K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.16K+ 15.36% |
$53.3K - $55K
|
8.74K
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.16K+ 14.31% |
$53.3K - $55K
|
9.29K
$211K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.09K+ 6.29% |
$50K - $51.6K
|
18.4K
$419K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.08K+ 1.48% |
$49.5K - $51.1K
|
73.9K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.08K+ 13.06% |
$49.4K - $51K
|
9.32K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.06K+ 16.36% |
$48.5K - $50.1K
|
7.52K
$171K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.05K+ 1.39% |
$48.2K - $49.7K
|
76.6K
$1.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.04K+ 9.0% |
$47.7K - $49.2K
|
12.6K
$286K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.03KNew |
$47.1K - $48.6K
|
1.03K
$23.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.01K+ 8.79% |
$46.4K - $47.9K
|
12.5K
$285K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
956+ 1.01% |
$43.8K - $45.2K
|
95.7K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
954New |
$43.8K - $45.2K
|
954
$21.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
942New |
$43.2K - $44.6K
|
942
$21.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
913+ 13.65% |
$41.9K - $43.2K
|
7.6K
$173K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
902+ 6.34% |
$41.4K - $42.7K
|
15.1K
$344K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
901+ 0.86% |
$41.3K - $42.6K
|
106K
$2.4M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
877+ 0.84% |
$40.2K - $41.5K
|
105K
$2.39M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
869+ 4.22% |
$39.9K - $41.1K
|
21.5K
$488K
|
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
847+ 11.38% |
$38.8K - $40.1K
|
8.29K
$189K
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
828+ 0.77% |
$38K - $39.2K
|
108K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
816+ 14.06% |
$37.4K - $38.6K
|
6.62K
$151K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
778+ 12.92% |
$35.7K - $36.8K
|
6.8K
$155K
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
738+ 3.55% |
$33.8K - $34.9K
|
21.5K
$489K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
732+ 2.3% |
$33.6K - $34.6K
|
32.6K
$741K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
726+ 9.89% |
$33.3K - $34.4K
|
8.07K
$183K
|