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 23, 2023 Q3 2023
Cedar Mountain Advisors, LLC

BUY
 -
29
+ 0.68%
$1.28K - $1.34K
4.27K $98K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
28
New
$1.24K - $1.3K
28 $643
Oct 27, 2023 Q3 2023
Alley Investment Management Company, LLC

BUY
 -
25
+ 0.35%
$1.1K - $1.16K
7.08K $162K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
20
+ 0.05%
$883 - $927
36.9K $846K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
18
+ 0.4%
$795 - $834
4.55K $105K
Oct 23, 2023 Q3 2023
Moneywise, Inc.

BUY
 -
16
+ 0.17%
$706 - $741
9.43K $216K
Oct 13, 2023 Q3 2023
Landmark Financial Advisors, LLC

BUY
 -
14
+ 0.1%
$618 - $649
14.7K $337K
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
9
+ 0.17%
$397 - $417
5.16K $118K
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
8
+ 0.15%
$353 - $371
5.2K $119K
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
5
+ 0.84%
$221 - $232
603 $13.8K
Oct 31, 2023 Q3 2023
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
4
+ 12.12%
$177 - $185
37 $850
Nov 01, 2023 Q3 2023
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
3
+ 0.03%
$132 - $139
12K $274K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3
+ 300.0%
$132 - $139
4 $91.8
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
2
+ 0.76%
$88.3 - $92.7
266 $6.11K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
2
+ 0.04%
$88.3 - $92.7
5.37K $123K
Nov 08, 2023 Q3 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
1
+ 1.33%
$44.1 - $46.3
76 $1.74K
Nov 09, 2023 Q3 2023
Rinkey Investments

San Diego, CA
BUY
 -
1
+ 0.01%
$44.1 - $46.3
8.95K $205K
Aug 06, 2024 Q3 2023
Hantz Financial Services, Inc.

BUY
 -
1
+ 0.21%
$44.1 - $46.3
473 $10.9K
Nov 13, 2023 Q3 2023
Hollencrest Capital Management

BUY
 -
1
+ 0.63%
$44.1 - $46.3
160 $3.67K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
1
+ 0.66%
$44.1 - $46.3
153 $3.51K
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
0
New
$0 - $0
0 $0
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
0
New
$0 - $0
0 $0
Oct 11, 2023 Q3 2023
Walker Financial Services, Inc.

Bowling Green, KY
SELL
 -
-1
- 0.01%
$44.1 - $46.3
9.87K $227K
Nov 07, 2023 Q3 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-4
- 0.07%
$177 - $185
5.99K $137K
Oct 23, 2023 Q3 2023
Rhs Financial, LLC

SELL
 -
-16
- 0.17%
$706 - $741
9.26K $213K
Nov 13, 2023 Q3 2023
Resource Planning Group

SELL
 -
-19
- 0.1%
$839 - $880
18.2K $417K
Oct 13, 2023 Q3 2023
Retirement Guys Formula LLC

SELL
 -
-22
- 0.2%
$971 - $1.02K
10.8K $248K
Nov 07, 2023 Q3 2023
Vaughan David Investments LLC

Peoria, IL
SELL
 -
-30
- 0.25%
$1.32K - $1.39K
12K $275K
Oct 13, 2023 Q3 2023
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-37
- 41.11%
$1.63K - $1.71K
53 $1.22K
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-46
- 0.34%
$2.03K - $2.13K
13.5K $309K
Oct 20, 2023 Q3 2023
Townsend Asset Management Corp

SELL
 -
-62
- 3.09%
$2.74K - $2.87K
1.95K $44.7K
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
SELL
 -
-72
- 0.77%
$3.18K - $3.34K
9.22K $212K
Nov 03, 2023 Q3 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
SELL
 -
-81
- 0.51%
$3.58K - $3.75K
15.9K $364K
Nov 08, 2023 Q3 2023
Amg National Trust Bank

SELL
 -
-85
- 1.12%
$3.75K - $3.94K
7.5K $172K
Nov 02, 2023 Q3 2023
Wfa Of San Diego, LLC

SELL
 -
-89
- 6.2%
$3.93K - $4.12K
1.35K $30.9K
Nov 13, 2023 Q3 2023
Sawgrass Asset Management LLC

SELL
 -
-100
- 0.86%
$4.41K - $4.63K
11.6K $266K
Oct 11, 2023 Q3 2023
Gpwm LLC

SELL
 -
-106
- 40.15%
$4.68K - $4.91K
158 $3.63K
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-107
- 0.37%
$4.72K - $4.96K
28.8K $661K
Oct 27, 2023 Q3 2023
Arbor Capital Management Inc

Anchorage, AK
SELL
 -
-115
- 1.02%
$5.08K - $5.33K
11.2K $256K
Oct 30, 2023 Q3 2023
Clearview Wealth Advisors LLC

SELL
 -
-134
- 0.36%
$5.91K - $6.21K
37.1K $853K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

SELL
 -
-135
- 0.29%
$5.96K - $6.25K
46.2K $1.06M
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-137
- 1.16%
$6.05K - $6.35K
11.7K $269K
Nov 14, 2023 Q3 2023
Triton Wealth Management, Pllc

SELL
 -
-144
- 2.06%
$6.36K - $6.67K
6.86K $158K
Oct 12, 2023 Q3 2023
Geometric Wealth Advisors

SELL
 -
-162
- 2.45%
$7.15K - $7.51K
6.44K $148K
Oct 10, 2023 Q3 2023
Juncture Wealth Strategies, LLC

SELL
 -
-170
- 0.82%
$7.5K - $7.88K
20.6K $473K
Oct 17, 2023 Q3 2023
Aspiriant, LLC

SELL
 -
-175
- 1.31%
$7.72K - $8.11K
13.2K $302K
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-177
- 16.06%
$7.81K - $8.2K
925 $21.2K
Nov 08, 2023 Q3 2023
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-204
- 0.19%
$9K - $9.45K
105K $2.4M
Oct 24, 2023 Q3 2023
Gradient Capital Advisors, LLC

SELL
 -
-233
- 1.13%
$10.3K - $10.8K
20.5K $470K

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