Purchases and Sales Made in Q1 2023 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.45MNew |
$111M - $116M
|
2.45M
$55.8M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.32M+ 11.67% |
$105M - $110M
|
22.2M
$507M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.47MNew |
$66.9M - $70M
|
1.47M
$33.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.38M+ 78.22% |
$62.8M - $65.7M
|
3.15M
$72M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
995KNew |
$45.1M - $47.2M
|
995K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
616K+ 28.63% |
$27.9M - $29.2M
|
2.77M
$63.2M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
458KNew |
$20.7M - $21.7M
|
458K
$10.4M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
315K+ 61.4% |
$14.3M - $14.9M
|
828K
$18.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
224K+ 616.43% |
$10.2M - $10.6M
|
260K
$5.94M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
186KNew |
$8.41M - $8.8M
|
186K
$4.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
180K+ 34.21% |
$8.14M - $8.52M
|
705K
$16.1M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
162K+ 9.67% |
$7.35M - $7.69M
|
1.84M
$41.9M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
161KNew |
$7.28M - $7.61M
|
161K
$3.66M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
148K+ 46.31% |
$6.69M - $7M
|
466K
$10.6M
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
142K+ 86.77% |
$6.46M - $6.76M
|
307K
$6.99M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
137KNew |
$6.22M - $6.51M
|
137K
$3.13M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
126K+ 98.09% |
$5.72M - $5.99M
|
255K
$5.81M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117K+ 15.23% |
$5.32M - $5.56M
|
887K
$20.2M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
114K+ 12.65% |
$5.19M - $5.43M
|
1.02M
$23.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
114K+ 59.03% |
$5.15M - $5.39M
|
306K
$6.98M
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
111K+ 80.79% |
$5.04M - $5.28M
|
249K
$5.68M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
108K+ 45.26% |
$4.88M - $5.11M
|
345K
$7.88M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
91.1K+ 78.83% |
$4.13M - $4.32M
|
207K
$4.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
80.8K+ 84.29% |
$3.66M - $3.83M
|
177K
$4.03M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
80KNew |
$3.63M - $3.8M
|
80K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
78.9K+ 204.47% |
$3.58M - $3.74M
|
118K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
78.8K+ 39.62% |
$3.57M - $3.74M
|
278K
$6.33M
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
75KNew |
$3.4M - $3.56M
|
75K
$1.71M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
60.4K+ 42.56% |
$2.74M - $2.87M
|
202K
$4.62M
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
58.8KNew |
$2.66M - $2.79M
|
58.8K
$1.34M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
57K+ 35.99% |
$2.59M - $2.71M
|
216K
$4.92M
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
54K+ 10.89% |
$2.45M - $2.56M
|
550K
$12.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
52K+ 71.61% |
$2.36M - $2.46M
|
125K
$2.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
48.2K+ 386.04% |
$2.18M - $2.29M
|
60.7K
$1.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
46K+ 8.58% |
$2.08M - $2.18M
|
582K
$13.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
43.9K+ 72.17% |
$1.99M - $2.08M
|
105K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.5K+ 474.49% |
$1.97M - $2.06M
|
52.7K
$1.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
43.1K+ 14.7% |
$1.95M - $2.04M
|
336K
$7.66M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
41.3K+ 109.99% |
$1.87M - $1.96M
|
78.9K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
41.3K+ 16.16% |
$1.87M - $1.96M
|
297K
$6.77M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39.5KNew |
$1.79M - $1.88M
|
39.5K
$902K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
38.8K+ 21.33% |
$1.76M - $1.84M
|
221K
$5.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
37.8K+ 4.53% |
$1.71M - $1.79M
|
872K
$19.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
37.8K+ 5.19% |
$1.71M - $1.79M
|
765K
$17.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
37.4K+ 258.52% |
$1.7M - $1.78M
|
51.9K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
37.4K+ 1.6% |
$1.7M - $1.77M
|
2.38M
$54.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
37.3KNew |
$1.69M - $1.77M
|
37.3K
$852K
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
36.8K+ 141.14% |
$1.67M - $1.74M
|
62.8K
$1.43M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
35.5KNew |
$1.61M - $1.69M
|
35.5K
$811K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
35.4KNew |
$1.6M - $1.68M
|
35.4K
$806K
|