Purchases and Sales Made in Q3 2023 in Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q3 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
Oct 20, 2023 Q3 2023
My Legacy Advisors, LLC

BUY
 -
6.97K
+ 8.6%
$307K - $323K
88K $2.02M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
6.82K
+ 33.95%
$301K - $316K
26.9K $618K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
6.82K
+ 33.95%
$301K - $316K
26.9K $618K
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
6.79K
+ 23.91%
$300K - $315K
35.2K $808K
Oct 27, 2023 Q3 2023
Midwest Heritage Bank, Fsb

BUY
 -
6.67K
+ 151.78%
$294K - $309K
11.1K $254K
Feb 15, 2024 Q3 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
6.61K
New
$292K - $306K
6.61K $152K
Nov 07, 2023 Q3 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
6.49K
+ 3.2%
$286K - $300K
209K $4.79M
Nov 03, 2023 Q3 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
6.38K
+ 39.19%
$282K - $296K
22.7K $520K
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
6.36K
New
$281K - $294K
6.36K $146K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
6.35K
+ 136.31%
$280K - $294K
11K $253K
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
6.34K
+ 8.14%
$280K - $294K
84.2K $1.93M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
6.22K
+ 109.0%
$275K - $288K
11.9K $274K
Oct 31, 2023 Q3 2023
Tci Wealth Advisors, Inc.

BUY
 -
5.78K
New
$255K - $268K
5.78K $133K
Oct 10, 2023 Q3 2023
Richard P Slaughter Associates Inc

BUY
 -
5.78K
New
$255K - $268K
5.78K $133K
Oct 10, 2023 Q3 2023
Anderson Hoagland & CO

BUY
 -
5.55K
+ 34.78%
$245K - $257K
21.5K $494K
Oct 31, 2023 Q3 2023
Annex Advisory Services, LLC

BUY
 -
5.53K
New
$244K - $256K
5.53K $127K
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
5.51K
+ 68.34%
$243K - $255K
13.6K $312K
Oct 24, 2023 Q3 2023
Clearwater Capital Advisors, LLC

BUY
 -
5.48K
New
$242K - $254K
5.48K $126K
Oct 04, 2023 Q3 2023
Bowman & CO S.C.

BUY
 -
5.48K
+ 25.72%
$242K - $254K
26.8K $615K
Nov 09, 2023 Q3 2023
Cooper/Haims Advisors, LLC

BUY
 -
5.44K
+ 21.69%
$240K - $252K
30.5K $701K
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
5.4K
New
$238K - $250K
5.4K $124K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
5.26K
+ 24.49%
$232K - $244K
26.7K $614K
Nov 01, 2023 Q3 2023
Empirical Asset Management, LLC

BUY
 -
5.23K
+ 57.24%
$231K - $242K
14.4K $330K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
5.09K
+ 5.98%
$224K - $236K
90.1K $2.07M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
5.02K
New
$221K - $232K
5.02K $115K
Nov 02, 2023 Q3 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
4.96K
New
$219K - $230K
4.96K $114K
Oct 25, 2023 Q3 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
4.95K
+ 17.29%
$218K - $229K
33.6K $771K
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
4.95K
+ 25.25%
$218K - $229K
24.5K $563K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
4.91K
New
$217K - $227K
4.91K $113K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
4.79K
+ 4.04%
$211K - $222K
123K $2.83M
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
4.76K
+ 13.55%
$210K - $221K
39.9K $916K
Nov 02, 2023 Q3 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
4.67K
+ 8.23%
$206K - $216K
61.4K $1.41M
Nov 07, 2023 Q3 2023
Fort Pitt Capital Group, LLC

BUY
 -
4.61K
New
$204K - $214K
4.61K $106K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
4.61K
+ 2.68%
$203K - $213K
177K $4.06M
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
4.53K
+ 5.55%
$200K - $210K
86.2K $1.98M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
4.45K
+ 2.18%
$197K - $206K
209K $4.79M
Oct 20, 2023 Q3 2023
Bfsg, LLC

BUY
 -
4.38K
+ 6.13%
$193K - $203K
75.8K $1.74M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
4.26K
+ 60.49%
$188K - $197K
11.3K $260K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
4.08K
+ 4.82%
$180K - $189K
88.7K $2.04M
Oct 11, 2023 Q3 2023
Marotta Asset Management

BUY
 -
3.93K
+ 2.89%
$174K - $182K
140K $3.21M
Nov 13, 2023 Q3 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
3.89K
+ 18.12%
$172K - $180K
25.3K $582K
Oct 12, 2023 Q3 2023
Northwest Investment Counselors, LLC

BUY
 -
3.86K
+ 2.48%
$171K - $179K
160K $3.67M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
3.82K
+ 31.1%
$169K - $177K
16.1K $370K
Nov 09, 2023 Q3 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
3.77K
+ 9.7%
$167K - $175K
42.7K $980K
Oct 26, 2023 Q3 2023
Verity Wealth Advisors

BUY
 -
3.68K
+ 6.59%
$163K - $171K
59.6K $1.37M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
3.66K
+ 41.6%
$161K - $169K
12.4K $286K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
3.48K
+ 63.97%
$154K - $161K
8.92K $205K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
3.38K
+ 4.42%
$149K - $157K
80K $1.84M
Oct 10, 2023 Q3 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
3.12K
+ 12.35%
$138K - $145K
28.4K $652K

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