Purchases and Sales Made in Q4 2023 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-8.36K- 38.87% |
$360K - $392K
|
13.2K
$302K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-8.97K- 7.86% |
$386K - $420K
|
105K
$2.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-9.24K- 20.87% |
$398K - $433K
|
35K
$804K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.38K- 11.73% |
$404K - $439K
|
70.6K
$1.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-9.61K- 13.07% |
$414K - $450K
|
63.9K
$1.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-9.79K- 67.59% |
$422K - $458K
|
4.69K
$108K
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-10K- 4.31% |
$433K - $471K
|
223K
$5.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.1K- 10.09% |
$435K - $473K
|
90K
$2.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-10.2K- 13.32% |
$440K - $478K
|
66.4K
$1.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-10.3K- 9.23% |
$443K - $481K
|
101K
$2.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-10.7K- 2.01% |
$463K - $503K
|
524K
$12M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-12.4K- 39.17% |
$533K - $580K
|
19.2K
$441K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.7K- 7.6% |
$546K - $593K
|
154K
$3.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-12.8K- 9.76% |
$550K - $598K
|
118K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13.6K- 6.18% |
$585K - $636K
|
206K
$4.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-13.7K- 5.96% |
$591K - $643K
|
217K
$4.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-14.2K- 61.77% |
$614K - $667K
|
8.81K
$202K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-14.3K- 10.1% |
$614K - $668K
|
127K
$2.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-14.7K- 10.11% |
$635K - $691K
|
131K
$3.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15.5K- 10.63% |
$669K - $727K
|
131K
$3M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16.8K- 12.27% |
$723K - $785K
|
120K
$2.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
SELL
|
- |
-18.1K- 5.43% |
$778K - $845K
|
315K
$7.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-18.3K- 14.04% |
$788K - $856K
|
112K
$2.57M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-18.4K- 9.85% |
$791K - $860K
|
168K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-19K- 19.01% |
$817K - $888K
|
80.7K
$1.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-19.6K- 67.25% |
$842K - $916K
|
9.52K
$219K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19.7K- 24.17% |
$849K - $923K
|
61.8K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-19.7K- 71.07% |
$850K - $924K
|
8.03K
$184K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-20.2K- 16.63% |
$872K - $947K
|
101K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-20.3K- 33.87% |
$875K - $951K
|
39.7K
$911K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-20.9K- 26.63% |
$899K - $977K
|
57.5K
$1.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-21K- 18.02% |
$905K - $983K
|
95.5K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21K- 26.77% |
$905K - $984K
|
57.4K
$1.32M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-21K- 26.77% |
$905K - $984K
|
57.4K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-21.7K- 35.23% |
$933K - $1.01M
|
39.8K
$914K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-22.2K- 3.76% |
$957K - $1.04M
|
568K
$13M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-23.1K- 6.73% |
$993K - $1.08M
|
320K
$7.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.6K- 13.32% |
$1.01M - $1.1M
|
153K
$3.52M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-23.6K- 46.96% |
$1.02M - $1.1M
|
26.6K
$612K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-23.6K- 22.29% |
$1.02M - $1.1M
|
82.2K
$1.89M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-23.9K- 26.53% |
$1.03M - $1.12M
|
66.2K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26K- 46.59% |
$1.12M - $1.22M
|
29.8K
$685K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-26.1K- 3.64% |
$1.12M - $1.22M
|
690K
$15.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-27.5K- 41.99% |
$1.18M - $1.29M
|
38K
$872K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27.7K- 22.46% |
$1.19M - $1.3M
|
95.5K
$2.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-27.7K- 2.83% |
$1.19M - $1.3M
|
950K
$21.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-28.4K- 98.39% |
$1.22M - $1.33M
|
464
$10.7K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-37.2K- 62.46% |
$1.6M - $1.74M
|
22.4K
$514K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-41.5K- 80.08% |
$1.79M - $1.94M
|
10.3K
$237K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-46.4K- 40.47% |
$2M - $2.17M
|
68.3K
$1.57M
|