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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-22.6K- 13.4% |
$997K - $1.05M
|
146K
$3.32M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-26.2K- 12.33% |
$1.16M - $1.21M
|
186K
$4.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-26.8K- 80.09% |
$1.18M - $1.24M
|
6.65K
$151K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-29K- 5.75% |
$1.28M - $1.34M
|
475K
$10.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-29.6K- 49.44% |
$1.31M - $1.37M
|
30.3K
$689K
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-30.1K- 56.91% |
$1.33M - $1.39M
|
22.8K
$518K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-31.6K- 22.07% |
$1.39M - $1.46M
|
112K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-31.9K- 14.76% |
$1.41M - $1.48M
|
184K
$4.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-32.5K- 19.2% |
$1.43M - $1.5M
|
137K
$3.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-34.9K- 11.72% |
$1.54M - $1.62M
|
263K
$5.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.3K- 13.56% |
$1.73M - $1.82M
|
250K
$5.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-41.3K- 22.03% |
$1.82M - $1.91M
|
146K
$3.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-48.2K- 2.51% |
$2.13M - $2.23M
|
1.87M
$42.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-55.7K- 49.34% |
$2.46M - $2.58M
|
57.2K
$1.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.3K- 31.28% |
$2.53M - $2.65M
|
126K
$2.86M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-57.6K- 33.44% |
$2.54M - $2.67M
|
115K
$2.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-61.7K- 6.22% |
$2.72M - $2.86M
|
930K
$21.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-62.5K- 40.1% |
$2.76M - $2.9M
|
93.3K
$2.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-65K- 88.53% |
$2.87M - $3.01M
|
8.43K
$192K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-87.8K- 95.93% |
$3.88M - $4.07M
|
3.73K
$84.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-89.8K- 31.05% |
$3.96M - $4.16M
|
199K
$4.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-89.8K- 43.53% |
$3.96M - $4.16M
|
117K
$2.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-92.7K- 3.86% |
$4.09M - $4.3M
|
2.31M
$52.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-110K- 11.72% |
$4.86M - $5.1M
|
829K
$18.8M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-110K- 11.72% |
$4.86M - $5.1M
|
829K
$18.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-123K- 12.16% |
$5.42M - $5.69M
|
887K
$20.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-133K- 93.55% |
$5.87M - $6.16M
|
9.17K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-222K- 11.09% |
$9.82M - $10.3M
|
1.78M
$40.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-301K- 86.56% |
$13.3M - $13.9M
|
46.7K
$1.06M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-447K- 95.42% |
$19.7M - $20.7M
|
21.5K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-527K- 97.99% |
$23.2M - $24.4M
|
10.8K
$246K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-640K- 25.53% |
$28.3M - $29.7M
|
1.87M
$42.4M
|