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 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 0.77% |
$1.42K - $1.47K
|
4.07K
$92.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
31+ 0.78% |
$1.42K - $1.47K
|
4K
$90.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
29+ 0.25% |
$1.33K - $1.37K
|
11.5K
$262K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
26+ 0.62% |
$1.19K - $1.23K
|
4.24K
$96.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21+ 0.15% |
$963 - $994
|
13.9K
$316K
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
19+ 0.27% |
$871 - $899
|
7.01K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17+ 0.34% |
$780 - $805
|
5.03K
$114K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16New |
$734 - $757
|
16
$364
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
11New |
$504 - $521
|
11
$250
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
11+ 0.5% |
$504 - $521
|
2.2K
$49.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 0.81% |
$321 - $331
|
876
$19.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.34% |
$275 - $284
|
1.79K
$40.6K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5New |
$229 - $237
|
5
$114
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 13.79% |
$183 - $189
|
33
$750
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.25% |
$138 - $142
|
1.22K
$27.7K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 100.0% |
$138 - $142
|
6
$136
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.66% |
$138 - $142
|
456
$10.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.76% |
$91.7 - $94.7
|
264
$6K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.14% |
$91.7 - $94.7
|
1.39K
$31.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.63% |
$45.9 - $47.3
|
159
$3.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.03% |
$45.9 - $47.3
|
2.92K
$66.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.22% |
$45.9 - $47.3
|
455
$10.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$45.9 - $47.3
|
73.5K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.31% |
$45.9 - $47.3
|
325
$7.39K
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.01% |
$45.9 - $47.3
|
12K
$272K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1+ 0.66% |
$45.9 - $47.3
|
152
$3.46K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 1.38% |
$138 - $142
|
214
$4.87K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5- 6.58% |
$229 - $237
|
71
$1.61K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5- 6.58% |
$229 - $237
|
71
$1.61K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-7- 1.32% |
$321 - $331
|
524
$11.9K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-7- 2.11% |
$321 - $331
|
325
$7.39K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-9- 0.24% |
$413 - $426
|
3.82K
$86.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-10- 0.12% |
$459 - $473
|
8.37K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15- 93.75% |
$688 - $710
|
1
$22.7
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-21- 0.03% |
$963 - $994
|
66.7K
$1.52M
|
|
|
Jul 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-25- 0.25% |
$1.15K - $1.18K
|
9.87K
$224K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-28- 0.31% |
$1.28K - $1.33K
|
9.14K
$208K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-39Closed |
$1.79K - $1.85K
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-40- 0.97% |
$1.83K - $1.89K
|
4.07K
$92.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-56- 0.93% |
$2.57K - $2.65K
|
5.99K
$136K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-62- 0.75% |
$2.84K - $2.93K
|
8.19K
$186K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-63- 0.03% |
$2.89K - $2.98K
|
202K
$4.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-64- 1.39% |
$2.94K - $3.03K
|
4.55K
$103K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-70- 0.35% |
$3.21K - $3.31K
|
20.2K
$459K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-73- 1.26% |
$3.35K - $3.46K
|
5.71K
$130K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-78- 0.43% |
$3.58K - $3.69K
|
18.2K
$414K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-80- 1.35% |
$3.67K - $3.79K
|
5.86K
$133K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-86- 3.27% |
$3.94K - $4.07K
|
2.54K
$57.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-90- 0.32% |
$4.13K - $4.26K
|
27.7K
$629K
|