Purchases and Sales Made in Q2 2023 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.64M+ 7.38% |
$75.2M - $77.6M
|
23.9M
$542M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
330KNew |
$15.1M - $15.6M
|
330K
$7.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
326K+ 1509.36% |
$15M - $15.4M
|
348K
$7.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
237K+ 8.57% |
$10.9M - $11.2M
|
3.01M
$68.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
229K+ 376.67% |
$10.5M - $10.8M
|
289K
$6.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
185KNew |
$8.47M - $8.74M
|
185K
$4.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
164K+ 19.76% |
$7.5M - $7.75M
|
992K
$22.5M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
160K+ 20.55% |
$7.34M - $7.57M
|
939K
$21.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
156KNew |
$7.15M - $7.38M
|
156K
$3.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
BUY
|
- |
144K+ 41.13% |
$6.63M - $6.84M
|
496K
$11.3M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
130K+ 7.06% |
$5.95M - $6.14M
|
1.97M
$44.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
120KNew |
$5.52M - $5.7M
|
120K
$2.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
102K+ 11.71% |
$4.68M - $4.83M
|
974K
$22.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
89.4K+ 15.37% |
$4.1M - $4.23M
|
671K
$15.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
85.9KNew |
$3.94M - $4.07M
|
85.9K
$1.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
78.3K+ 30.73% |
$3.59M - $3.71M
|
333K
$7.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
78K+ 3.27% |
$3.58M - $3.69M
|
2.46M
$55.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
73.8K+ 5.26% |
$3.39M - $3.49M
|
1.48M
$33.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
57K+ 3.71% |
$2.61M - $2.7M
|
1.59M
$36.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
55.4K+ 1.76% |
$2.54M - $2.62M
|
3.21M
$72.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
48.6K+ 19.53% |
$2.23M - $2.3M
|
298K
$6.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
43.5K+ 26.71% |
$2M - $2.06M
|
206K
$4.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.3K+ 75.07% |
$1.94M - $2M
|
98.7K
$2.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
42K+ 41.48% |
$1.92M - $1.99M
|
143K
$3.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
39.3KNew |
$1.8M - $1.86M
|
39.3K
$893K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
37.3K+ 8.0% |
$1.71M - $1.77M
|
504K
$11.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
35.3KNew |
$1.62M - $1.67M
|
35.3K
$802K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.6K+ 41.32% |
$1.59M - $1.64M
|
118K
$2.69M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
32.4K+ 8.37% |
$1.48M - $1.53M
|
419K
$9.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31.2K+ 88.37% |
$1.43M - $1.48M
|
66.6K
$1.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.7K+ 42.69% |
$1.41M - $1.45M
|
102K
$2.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
29.6K+ 38.23% |
$1.36M - $1.4M
|
107K
$2.43M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
29.5KNew |
$1.35M - $1.39M
|
29.5K
$669K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.3KNew |
$1.34M - $1.39M
|
29.3K
$665K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
29K+ 397.99% |
$1.33M - $1.37M
|
36.2K
$823K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
28.4KNew |
$1.3M - $1.34M
|
28.4K
$645K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
27.4KNew |
$1.26M - $1.3M
|
27.4K
$623K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
27KNew |
$1.24M - $1.28M
|
27K
$614K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
26.1KNew |
$1.2M - $1.24M
|
26.1K
$593K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25.5K+ 3.62% |
$1.17M - $1.21M
|
730K
$16.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
24.1K+ 2.75% |
$1.11M - $1.14M
|
902K
$20.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
23.7K+ 37.79% |
$1.09M - $1.12M
|
86.6K
$1.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
22.7KNew |
$1.04M - $1.07M
|
22.7K
$515K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
22.7KNew |
$1.04M - $1.07M
|
22.7K
$515K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
22.4K+ 11.69% |
$1.03M - $1.06M
|
214K
$4.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
21.9KNew |
$1.01M - $1.04M
|
21.9K
$499K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
19.3K+ 29.55% |
$885K - $914K
|
84.6K
$1.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
19.3K+ 15.3% |
$884K - $912K
|
145K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.5K+ 5.35% |
$848K - $875K
|
364K
$8.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17.9K+ 6.02% |
$820K - $846K
|
315K
$7.15M
|