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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
23.3K+ 22.08% |
$1.03M - $1.08M
|
129K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
23.2KNew |
$1.02M - $1.08M
|
23.2K
$527K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22.9K+ 50.96% |
$1.01M - $1.06M
|
67.9K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
22.8K+ 4.05% |
$1.01M - $1.06M
|
585K
$13.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
22.3K+ 18.04% |
$986K - $1.03M
|
146K
$3.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
20.3K+ 34.9% |
$895K - $940K
|
78.4K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.8K+ 4.73% |
$874K - $918K
|
439K
$9.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
19.1K+ 10.18% |
$844K - $886K
|
207K
$4.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
17.1K+ 70.02% |
$753K - $790K
|
41.4K
$942K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
17.1KNew |
$753K - $790K
|
17.1K
$388K
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
15.8K+ 129.19% |
$698K - $733K
|
28.1K
$638K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.4K+ 204.55% |
$679K - $713K
|
22.9K
$521K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15K+ 102.01% |
$662K - $695K
|
29.7K
$675K
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
15K+ 100.81% |
$661K - $694K
|
29.9K
$679K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
14.6KNew |
$646K - $678K
|
14.6K
$332K
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
14.5KNew |
$639K - $671K
|
14.5K
$329K
|
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
14.2K+ 4.25% |
$626K - $657K
|
348K
$7.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
13.9K+ 2.68% |
$615K - $646K
|
535K
$12.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
13.5K+ 3.4% |
$597K - $627K
|
412K
$9.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
13.2K+ 17.32% |
$583K - $611K
|
89.4K
$2.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13K+ 16.31% |
$572K - $600K
|
92.3K
$2.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
12.5KNew |
$551K - $579K
|
12.5K
$284K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.5K+ 31.75% |
$551K - $578K
|
51.8K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.2K+ 131.34% |
$541K - $567K
|
21.6K
$490K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.9K+ 11.58% |
$524K - $550K
|
114K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.8K+ 13.32% |
$520K - $545K
|
100K
$2.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.6K+ 1.2% |
$512K - $537K
|
977K
$22.2M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.7K+ 72.67% |
$473K - $496K
|
25.5K
$579K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10.7K+ 64.41% |
$471K - $494K
|
27.2K
$619K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
10.5KNew |
$461K - $484K
|
10.5K
$238K
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
10.4K+ 8.68% |
$461K - $483K
|
131K
$2.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.2KNew |
$452K - $474K
|
10.2K
$233K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.91K+ 5.36% |
$437K - $459K
|
195K
$4.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
9.86KNew |
$435K - $457K
|
9.86K
$224K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.83K+ 5.28% |
$434K - $455K
|
196K
$4.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9.41KNew |
$415K - $436K
|
9.41K
$214K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.21K+ 13.82% |
$406K - $427K
|
75.8K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.19K+ 4.91% |
$406K - $426K
|
197K
$4.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
8.79KNew |
$388K - $407K
|
8.79K
$200K
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
8.3K+ 2.41% |
$366K - $385K
|
353K
$8.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8.28K+ 12.96% |
$365K - $383K
|
72.1K
$1.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.06K+ 7.54% |
$356K - $374K
|
115K
$2.61M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
8.06KNew |
$356K - $373K
|
8.06K
$183K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.04KNew |
$355K - $372K
|
8.04K
$183K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.04KNew |
$355K - $372K
|
8.04K
$183K
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
7.9K+ 6.66% |
$349K - $366K
|
126K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.83K+ 9.05% |
$346K - $363K
|
94.4K
$2.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.42KNew |
$327K - $344K
|
7.42K
$169K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.03KNew |
$310K - $326K
|
7.03K
$160K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
7KNew |
$309K - $324K
|
7K
$159K
|