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 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-97- 1.21% |
$4.45K - $4.59K
|
7.89K
$179K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-103- 1.32% |
$4.72K - $4.87K
|
7.7K
$175K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-104- 0.41% |
$4.77K - $4.92K
|
25.2K
$572K
|
|
|
Jul 17, 2023
Q2 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-108- 1.66% |
$4.95K - $5.11K
|
6.42K
$146K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-111- 0.68% |
$5.09K - $5.25K
|
16.3K
$370K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-122- 2.22% |
$5.59K - $5.77K
|
5.38K
$122K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-123- 1.57% |
$5.64K - $5.82K
|
7.73K
$176K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-134- 0.91% |
$6.15K - $6.34K
|
14.7K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-142- 2.43% |
$6.51K - $6.72K
|
5.7K
$130K
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-147- 0.91% |
$6.74K - $6.96K
|
16K
$363K
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-150- 3.13% |
$6.88K - $7.1K
|
4.65K
$106K
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-152- 7.44% |
$6.97K - $7.19K
|
1.89K
$43K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-180- 0.46% |
$8.25K - $8.52K
|
39K
$887K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-189- 0.92% |
$8.67K - $8.95K
|
20.3K
$462K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-190- 0.88% |
$8.71K - $8.99K
|
21.5K
$488K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-191- 0.21% |
$8.76K - $9.04K
|
90.6K
$2.06M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-191- 1.83% |
$8.76K - $9.04K
|
10.2K
$232K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-191- 1.83% |
$8.76K - $9.04K
|
10.2K
$232K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-199- 1.34% |
$9.13K - $9.42K
|
14.7K
$334K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-220- 0.8% |
$10.1K - $10.4K
|
27.1K
$617K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-242- 1.36% |
$11.1K - $11.5K
|
17.5K
$398K
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-245- 2.54% |
$11.2K - $11.6K
|
9.41K
$214K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-269- 1.42% |
$12.3K - $12.7K
|
18.6K
$424K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-271- 6.64% |
$12.4K - $12.8K
|
3.81K
$86.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-272- 36.86% |
$12.5K - $12.9K
|
466
$10.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-279- 2.05% |
$12.8K - $13.2K
|
13.3K
$304K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-291- 3.04% |
$13.3K - $13.8K
|
9.28K
$211K
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-316- 5.94% |
$14.5K - $15K
|
5.01K
$114K
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-320- 4.76% |
$14.7K - $15.1K
|
6.41K
$146K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-333- 2.61% |
$15.3K - $15.8K
|
12.4K
$282K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-357- 3.27% |
$16.4K - $16.9K
|
10.6K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-360- 0.6% |
$16.5K - $17K
|
59.6K
$1.36M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-370- 5.72% |
$17K - $17.5K
|
6.1K
$139K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-370- 5.72% |
$17K - $17.5K
|
6.1K
$139K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-376- 5.75% |
$17.2K - $17.8K
|
6.16K
$140K
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-385- 1.56% |
$17.7K - $18.2K
|
24.3K
$552K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-391- 1.88% |
$17.9K - $18.5K
|
20.4K
$463K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-402- 4.3% |
$18.4K - $19K
|
8.95K
$203K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-404- 0.56% |
$18.5K - $19.1K
|
72K
$1.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-406- 1.48% |
$18.6K - $19.2K
|
27K
$615K
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-409- 2.31% |
$18.8K - $19.4K
|
17.3K
$394K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-411- 2.86% |
$18.8K - $19.5K
|
13.9K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-411- 17.0% |
$18.8K - $19.5K
|
2.01K
$45.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-428- 2.61% |
$19.6K - $20.3K
|
15.9K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-470- 0.6% |
$21.6K - $22.2K
|
77.9K
$1.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-491- 25.24% |
$22.5K - $23.2K
|
1.45K
$33.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-507- 10.34% |
$23.3K - $24K
|
4.39K
$99.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-512- 2.24% |
$23.5K - $24.2K
|
22.4K
$509K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-521- 4.44% |
$23.9K - $24.7K
|
11.2K
$255K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-545- 0.29% |
$25K - $25.8K
|
185K
$4.21M
|