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 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
720+ 4.3% |
$33K - $34.1K
|
17.4K
$397K
|
|
|
Aug 11, 2023
Q2 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
700+ 1.05% |
$32.1K - $33.1K
|
67.3K
$1.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
697+ 0.24% |
$32K - $33K
|
293K
$6.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
643+ 7.47% |
$29.5K - $30.4K
|
9.25K
$210K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
637+ 6.11% |
$29.2K - $30.1K
|
11.1K
$252K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
630+ 3.36% |
$28.9K - $29.8K
|
19.4K
$440K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
621+ 12.29% |
$28.5K - $29.4K
|
5.67K
$129K
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
619+ 7.82% |
$28.4K - $29.3K
|
8.54K
$194K
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
536+ 2.58% |
$24.6K - $25.4K
|
21.3K
$484K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
529+ 198.13% |
$24.3K - $25K
|
796
$18.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
480+ 4.44% |
$22K - $22.7K
|
11.3K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
479New |
$22K - $22.7K
|
479
$10.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
433+ 4.18% |
$19.9K - $20.5K
|
10.8K
$245K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
421New |
$19.3K - $19.9K
|
421
$9.57K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
418+ 2.67% |
$19.2K - $19.8K
|
16.1K
$365K
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
406+ 7.0% |
$18.6K - $19.2K
|
6.21K
$141K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
380+ 1.73% |
$17.4K - $18K
|
22.3K
$507K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
378+ 3.27% |
$17.3K - $17.9K
|
11.9K
$272K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
BUY
|
- |
345+ 3.95% |
$15.8K - $16.3K
|
9.08K
$207K
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
335+ 0.96% |
$15.4K - $15.9K
|
35.3K
$802K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
320+ 1.94% |
$14.7K - $15.1K
|
16.8K
$383K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
268+ 1.19% |
$12.3K - $12.7K
|
22.9K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
265+ 5.33% |
$12.2K - $12.5K
|
5.24K
$119K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
239+ 52.53% |
$11K - $11.3K
|
694
$15.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
228+ 2.06% |
$10.5K - $10.8K
|
11.3K
$256K
|
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
226+ 1.63% |
$10.4K - $10.7K
|
14.1K
$321K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
221+ 1.71% |
$10.1K - $10.5K
|
13.1K
$299K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
208+ 1.33% |
$9.54K - $9.84K
|
15.9K
$361K
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
177+ 2.57% |
$8.12K - $8.38K
|
7.05K
$160K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
175+ 1.24% |
$8.03K - $8.28K
|
14.3K
$325K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
173+ 18.62% |
$7.93K - $8.19K
|
1.1K
$25.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
164+ 1.9% |
$7.52K - $7.76K
|
8.79K
$200K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
163+ 38.0% |
$7.48K - $7.71K
|
592
$13.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
137+ 1.04% |
$6.28K - $6.48K
|
13.4K
$304K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
127+ 26.96% |
$5.82K - $6.01K
|
598
$13.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
122+ 1.01% |
$5.59K - $5.77K
|
12.2K
$278K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
106+ 0.34% |
$4.86K - $5.02K
|
31.7K
$721K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
103+ 4.37% |
$4.72K - $4.87K
|
2.46K
$55.9K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
80+ 0.72% |
$3.67K - $3.79K
|
11.1K
$253K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
75New |
$3.44K - $3.55K
|
75
$1.71K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
74+ 0.07% |
$3.39K - $3.5K
|
111K
$2.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
70New |
$3.21K - $3.31K
|
70
$1.59K
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
59+ 0.75% |
$2.71K - $2.79K
|
7.88K
$179K
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
52+ 0.79% |
$2.38K - $2.46K
|
6.61K
$150K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
51+ 1.24% |
$2.34K - $2.41K
|
4.17K
$94.8K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
49New |
$2.25K - $2.32K
|
49
$1.11K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
45+ 0.43% |
$2.06K - $2.13K
|
10.4K
$237K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
44New |
$2.02K - $2.08K
|
44
$1K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
43+ 0.76% |
$1.97K - $2.04K
|
5.7K
$130K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
42New |
$1.93K - $1.99K
|
42
$955
|