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 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-3.09K- 27.81% |
$140K - $147K
|
8.03K
$184K
|
|
|
Apr 11, 2023
Q1 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-3.16K- 32.64% |
$143K - $150K
|
6.52K
$150K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.3K- 3.37% |
$150K - $157K
|
94.7K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.45K- 4.48% |
$156K - $164K
|
73.6K
$1.69M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-3.52K- 8.48% |
$159K - $167K
|
38K
$872K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.59K- 2.63% |
$163K - $170K
|
133K
$3.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-3.61K- 25.86% |
$164K - $171K
|
10.4K
$238K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.8K- 4.67% |
$172K - $180K
|
77.5K
$1.78M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.87K- 17.46% |
$175K - $183K
|
18.3K
$420K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-3.99K- 51.01% |
$181K - $189K
|
3.83K
$87.9K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.99K- 23.91% |
$181K - $189K
|
12.7K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-4.01K- 3.64% |
$182K - $190K
|
106K
$2.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.13K- 22.6% |
$187K - $196K
|
14.1K
$325K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.38K- 1.81% |
$198K - $208K
|
237K
$5.45M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.51K- 37.26% |
$205K - $214K
|
7.6K
$175K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-4.59K- 8.51% |
$208K - $218K
|
49.3K
$1.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-4.64K- 39.1% |
$210K - $220K
|
7.23K
$166K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.74K- 2.69% |
$215K - $225K
|
171K
$3.93M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.77K- 99.02% |
$216K - $226K
|
47
$1.08K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.78K- 11.06% |
$216K - $227K
|
38.4K
$883K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.98K- 8.74% |
$226K - $236K
|
52K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-5K- 9.31% |
$227K - $237K
|
48.7K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-5.01K- 27.13% |
$227K - $238K
|
13.5K
$309K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-5.26K- 35.48% |
$239K - $250K
|
9.57K
$220K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.39K- 49.26% |
$244K - $256K
|
5.55K
$128K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.44K- 16.73% |
$247K - $258K
|
27.1K
$622K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.57K- 27.24% |
$252K - $264K
|
14.9K
$342K
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-5.74K- 22.35% |
$260K - $272K
|
20K
$458K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.97K- 42.11% |
$271K - $283K
|
8.21K
$189K
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-6.2K- 53.81% |
$281K - $294K
|
5.32K
$122K
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-7.62K- 49.27% |
$346K - $362K
|
7.85K
$180K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-7.84K- 9.77% |
$355K - $372K
|
72.4K
$1.66M
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-8.01K- 4.34% |
$363K - $380K
|
177K
$4.06M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-8.37K- 12.99% |
$380K - $397K
|
56.1K
$1.29M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8.52K- 45.0% |
$386K - $404K
|
10.4K
$239K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.13K- 8.62% |
$414K - $433K
|
96.7K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.66K- 35.78% |
$438K - $458K
|
17.3K
$398K
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-10K- 67.12% |
$454K - $475K
|
4.9K
$113K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.3K- 33.96% |
$465K - $487K
|
20K
$458K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10.9K- 22.04% |
$494K - $516K
|
38.5K
$885K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11.1K- 4.46% |
$501K - $524K
|
237K
$5.44M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.2K- 8.38% |
$509K - $533K
|
123K
$2.82M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-11.7K- 13.33% |
$529K - $554K
|
75.9K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.2K- 16.61% |
$552K - $577K
|
61.1K
$1.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-12.3K- 4.22% |
$556K - $581K
|
278K
$6.38M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-12.5K- 45.25% |
$566K - $592K
|
15.1K
$347K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12.7K- 26.66% |
$576K - $603K
|
34.9K
$802K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-12.8K- 2.28% |
$578K - $605K
|
547K
$12.6M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-13.1K- 24.94% |
$592K - $619K
|
39.3K
$902K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-13.1K- 29.73% |
$594K - $621K
|
31K
$711K
|