Purchases and Sales Made in Q3 2023 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.36M+ 4218.18% |
$104M - $110M
|
2.42M
$55.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
761K+ 47.32% |
$33.6M - $35.2M
|
2.37M
$54M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
743K+ 3.11% |
$32.8M - $34.4M
|
24.6M
$561M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
429K+ 183.73% |
$18.9M - $19.9M
|
663K
$15.1M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
328K+ 31.71% |
$14.5M - $15.2M
|
1.36M
$31.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
249K+ 8.28% |
$11M - $11.5M
|
3.26M
$74.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
219K+ 1573.3% |
$9.68M - $10.2M
|
233K
$5.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
175K+ 9.83% |
$7.73M - $8.11M
|
1.96M
$44.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
150KNew |
$6.62M - $6.95M
|
150K
$3.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
137KNew |
$6.06M - $6.36M
|
137K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
131KNew |
$5.78M - $6.07M
|
131K
$2.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
126K+ 5.13% |
$5.57M - $5.84M
|
2.59M
$59M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
125K+ 12.84% |
$5.52M - $5.79M
|
1.1M
$25.1M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
114KNew |
$5.03M - $5.28M
|
114K
$2.6M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
107K+ 5.45% |
$4.74M - $4.97M
|
2.07M
$47.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
103K+ 6.49% |
$4.56M - $4.79M
|
1.7M
$38.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
94.5K+ 37.17% |
$4.17M - $4.38M
|
349K
$7.96M
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
93.3K+ 10.34% |
$4.12M - $4.32M
|
995K
$22.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
85.2K+ 94.0% |
$3.76M - $3.95M
|
176K
$4.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
84.8K+ 76.14% |
$3.74M - $3.93M
|
196K
$4.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
78.9K+ 2.46% |
$3.48M - $3.66M
|
3.29M
$75M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
76.4KNew |
$3.37M - $3.54M
|
76.4K
$1.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
72.1KNew |
$3.18M - $3.34M
|
72.1K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
71.1K+ 512.1% |
$3.14M - $3.29M
|
85K
$1.94M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
60.7KNew |
$2.68M - $2.81M
|
60.7K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
60.5KNew |
$2.67M - $2.81M
|
60.5K
$1.38M
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
56.2KNew |
$2.48M - $2.6M
|
56.2K
$1.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
55.6K+ 3.77% |
$2.45M - $2.58M
|
1.53M
$34.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
51.5K+ 117.44% |
$2.27M - $2.39M
|
95.4K
$2.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
50.9K+ 6.52% |
$2.25M - $2.36M
|
832K
$19M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
48.4K+ 11.04% |
$2.14M - $2.24M
|
487K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.4K+ 15.28% |
$2.09M - $2.2M
|
358K
$8.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.8K+ 516.13% |
$2.06M - $2.17M
|
55.8K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.2K+ 32.57% |
$1.73M - $1.82M
|
160K
$3.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
35.7K+ 10.99% |
$1.58M - $1.66M
|
361K
$8.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
35.6K+ 96.61% |
$1.57M - $1.65M
|
72.4K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.5K+ 12.16% |
$1.48M - $1.55M
|
309K
$7.05M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
32.9K+ 4.91% |
$1.45M - $1.53M
|
704K
$16.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32K+ 9.59% |
$1.41M - $1.48M
|
365K
$8.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
31.5K+ 15.0% |
$1.39M - $1.46M
|
242K
$5.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
BUY
|
- |
31K+ 6.25% |
$1.37M - $1.44M
|
527K
$12M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
29.2K+ 13.65% |
$1.29M - $1.35M
|
243K
$5.54M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29K+ 11.49% |
$1.28M - $1.34M
|
282K
$6.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.9K+ 5.65% |
$1.27M - $1.34M
|
540K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
28.4K+ 6241.54% |
$1.25M - $1.32M
|
28.9K
$658K
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
28.2K+ 33.92% |
$1.24M - $1.31M
|
111K
$2.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
28.1KNew |
$1.24M - $1.3M
|
28.1K
$641K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
27K+ 42.19% |
$1.19M - $1.25M
|
91K
$2.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
26.8K+ 152.84% |
$1.18M - $1.24M
|
44.3K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
25KNew |
$1.1M - $1.16M
|
25K
$570K
|