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 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-545- 7.53% |
$25K - $25.8K
|
6.69K
$152K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-549- 9.88% |
$25.2K - $26K
|
5.01K
$114K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-566- 1.78% |
$26K - $26.8K
|
31.2K
$710K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-575- 6.98% |
$26.4K - $27.2K
|
7.66K
$174K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-653- 3.05% |
$29.9K - $30.9K
|
20.8K
$472K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-654- 0.76% |
$30K - $31K
|
84.9K
$1.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-733- 0.08% |
$33.6K - $34.7K
|
966K
$22M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-737- 12.08% |
$33.8K - $34.9K
|
5.37K
$122K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-750- 1.54% |
$34.4K - $35.5K
|
48K
$1.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-759- 5.03% |
$34.8K - $35.9K
|
14.3K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-771- 5.4% |
$35.4K - $36.5K
|
13.5K
$307K
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-780- 1.38% |
$35.8K - $36.9K
|
55.9K
$1.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-786- 10.34% |
$36K - $37.2K
|
6.81K
$155K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-805- 0.61% |
$36.9K - $38.1K
|
132K
$3M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-813- 20.55% |
$37.3K - $38.5K
|
3.14K
$71.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-897- 1.73% |
$41.1K - $42.5K
|
50.8K
$1.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Whelan Financial
|
SELL
|
- |
-899- 10.82% |
$41.2K - $42.5K
|
7.41K
$168K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.01K- 8.5% |
$46.2K - $47.7K
|
10.8K
$246K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-1.05K- 0.62% |
$48.3K - $49.9K
|
168K
$3.83M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.08K- 0.69% |
$49.3K - $50.9K
|
156K
$3.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.13K- 2.98% |
$51.9K - $53.5K
|
36.8K
$837K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.2K- 9.07% |
$55K - $56.8K
|
12K
$274K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.22K- 21.21% |
$56K - $57.8K
|
4.54K
$103K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.26K- 8.16% |
$57.7K - $59.5K
|
14.2K
$322K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.29K- 3.24% |
$59.3K - $61.2K
|
38.6K
$878K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.32K- 20.35% |
$60.4K - $62.3K
|
5.15K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.39K- 9.11% |
$63.7K - $65.7K
|
13.8K
$315K
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.39K- 4.21% |
$63.8K - $65.9K
|
31.7K
$721K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.39K- 6.31% |
$63.9K - $65.9K
|
20.7K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.56K- 3.18% |
$71.6K - $73.9K
|
47.5K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.58K- 5.23% |
$72.4K - $74.7K
|
28.6K
$651K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.58K- 4.12% |
$72.6K - $74.9K
|
36.8K
$838K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.59K- 2.31% |
$72.7K - $75.1K
|
67.1K
$1.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.59K- 11.14% |
$72.9K - $75.3K
|
12.7K
$288K
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.61K- 2.54% |
$73.8K - $76.2K
|
61.7K
$1.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.61K- 3.93% |
$74K - $76.3K
|
39.4K
$896K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.74K- 3.53% |
$79.8K - $82.4K
|
47.6K
$1.08M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.79K- 14.09% |
$81.9K - $84.5K
|
10.9K
$248K
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.81K- 4.45% |
$83.1K - $85.7K
|
38.9K
$885K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.86K- 11.69% |
$85.3K - $88K
|
14.1K
$319K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.98K- 5.33% |
$90.8K - $93.7K
|
35.1K
$799K
|
|
|
Jul 24, 2023
Q2 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-2.08K- 10.29% |
$95.3K - $98.4K
|
18.1K
$412K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.12K- 3.32% |
$97.3K - $100K
|
61.8K
$1.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.18K- 16.17% |
$99.8K - $103K
|
11.3K
$256K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.28K- 3.19% |
$105K - $108K
|
69.2K
$1.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.34K- 31.02% |
$107K - $111K
|
5.2K
$118K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-2.67K- 2.59% |
$122K - $126K
|
100K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.71K- 3.69% |
$124K - $128K
|
70.9K
$1.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-2.74K- 3.65% |
$126K - $130K
|
72.2K
$1.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-2.83K- 9.51% |
$130K - $134K
|
27K
$613K
|