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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
68+ 0.52% |
$3.08K - $3.23K
|
13.2K
$304K
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
67+ 0.34% |
$3.04K - $3.18K
|
19.7K
$452K
|
|
|
May 10, 2023
Q1 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
64+ 1.12% |
$2.9K - $3.04K
|
5.8K
$133K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
62New |
$2.81K - $2.94K
|
62
$1.42K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
61New |
$2.77K - $2.89K
|
61
$1.4K
|
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
57+ 0.19% |
$2.58K - $2.7K
|
29.8K
$684K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
53+ 143.24% |
$2.4K - $2.51K
|
90
$2.07K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
49New |
$2.22K - $2.32K
|
49
$1.13K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43+ 1.66% |
$1.95K - $2.04K
|
2.63K
$60.4K
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
40+ 0.58% |
$1.81K - $1.9K
|
6.99K
$161K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
36New |
$1.63K - $1.71K
|
36
$827
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
34+ 0.37% |
$1.54K - $1.61K
|
9.35K
$215K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
30+ 0.34% |
$1.36K - $1.42K
|
8.94K
$205K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
29+ 0.28% |
$1.31K - $1.38K
|
10.4K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
29+ 0.52% |
$1.31K - $1.38K
|
5.66K
$130K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
27New |
$1.22K - $1.28K
|
27
$620
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
27+ 0.35% |
$1.22K - $1.28K
|
7.8K
$179K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
26+ 1.09% |
$1.18K - $1.23K
|
2.42K
$55.5K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
19+ 2.09% |
$861 - $901
|
929
$21.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
17+ 0.4% |
$771 - $806
|
4.22K
$96.8K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16New |
$725 - $759
|
16
$368
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10New |
$453 - $474
|
10
$230
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
10+ 0.09% |
$453 - $474
|
11K
$253K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5New |
$227 - $237
|
5
$115
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
5+ 0.05% |
$227 - $237
|
9.16K
$210K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
BUY
|
- |
4+ 0.02% |
$181 - $190
|
18.3K
$420K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.23% |
$181 - $190
|
1.78K
$40.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.41% |
$136 - $142
|
738
$17K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3New |
$136 - $142
|
3
$68.9
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.02% |
$90.7 - $94.9
|
12K
$274K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
2+ 0.38% |
$90.7 - $94.9
|
531
$12.2K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.77% |
$90.7 - $94.9
|
262
$6.02K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 7.41% |
$90.7 - $94.9
|
29
$666
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1+ 0.02% |
$45.3 - $47.4
|
5.81K
$133K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$45.3 - $47.4
|
12.9K
$296K
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6- 0.13% |
$272 - $285
|
4.48K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 11.83% |
$499 - $522
|
82
$1.88K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40- 0.18% |
$1.81K - $1.9K
|
22.6K
$519K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-48- 0.05% |
$2.18K - $2.28K
|
104K
$2.39M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-49- 0.34% |
$2.22K - $2.32K
|
14.3K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-52- 0.79% |
$2.36K - $2.47K
|
6.54K
$150K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-60- 1.69% |
$2.72K - $2.85K
|
3.48K
$80K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-64- 1.46% |
$2.9K - $3.04K
|
4.32K
$99.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-71- 0.85% |
$3.22K - $3.37K
|
8.26K
$190K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-86- 1.27% |
$3.9K - $4.08K
|
6.69K
$154K
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-90- 1.81% |
$4.08K - $4.27K
|
4.9K
$112K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-96- 0.43% |
$4.35K - $4.55K
|
22.1K
$507K
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-100- 1.8% |
$4.53K - $4.74K
|
5.45K
$125K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-113- 76.87% |
$5.12K - $5.36K
|
34
$781
|