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 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.12K+ 12.35% |
$138K - $145K
|
28.4K
$646K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.05K+ 2.36% |
$135K - $141K
|
133K
$3.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.05K+ 17.49% |
$135K - $141K
|
20.5K
$466K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
3.05K+ 11.08% |
$134K - $141K
|
30.6K
$694K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.02K+ 11.06% |
$133K - $140K
|
30.3K
$689K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.99K+ 7.58% |
$132K - $138K
|
42.4K
$963K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.91K+ 4.83% |
$128K - $135K
|
63.1K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.75K+ 5.41% |
$122K - $128K
|
53.6K
$1.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.7K+ 5.67% |
$119K - $125K
|
50.3K
$1.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.69K+ 34.07% |
$119K - $124K
|
10.6K
$240K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.67K+ 2.34% |
$118K - $124K
|
117K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.61K+ 8.97% |
$115K - $121K
|
31.7K
$720K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
2.6K+ 2.92% |
$115K - $120K
|
91.3K
$2.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.53K+ 2.45% |
$112K - $117K
|
106K
$2.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.51K+ 12.36% |
$111K - $116K
|
22.8K
$519K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.51KNew |
$111K - $116K
|
2.51K
$57K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
2.5K+ 6.79% |
$110K - $116K
|
39.3K
$894K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.32K+ 3.08% |
$102K - $108K
|
77.7K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.25K+ 9.14% |
$99.2K - $104K
|
26.9K
$610K
|
|
|
Nov 03, 2023
Q3 2023
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
2.2K+ 12.14% |
$97.2K - $102K
|
20.3K
$462K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.1K+ 2.82% |
$92.6K - $97.2K
|
76.6K
$1.74M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
2.09KNew |
$92.3K - $96.9K
|
2.09K
$47.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.94K+ 34.24% |
$85.7K - $90K
|
7.61K
$173K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.67KNew |
$73.5K - $77.1K
|
1.67K
$37.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.63K+ 5.69% |
$71.9K - $75.5K
|
30.3K
$688K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 8.8% |
$71.9K - $75.4K
|
20.1K
$458K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 3.61% |
$71.7K - $75.3K
|
46.7K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.59K+ 31.83% |
$70.3K - $73.8K
|
6.6K
$150K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.58K+ 8.13% |
$69.5K - $73K
|
20.9K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.52K+ 6.88% |
$67.2K - $70.6K
|
23.7K
$538K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.5K+ 27.88% |
$66.2K - $69.5K
|
6.88K
$156K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.43K+ 12.03% |
$62.9K - $66K
|
13.3K
$302K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.37K+ 6.11% |
$60.5K - $63.5K
|
23.8K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.36K+ 284.34% |
$60.1K - $63.1K
|
1.84K
$41.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.32K+ 7.64% |
$58.4K - $61.2K
|
18.6K
$423K
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.3K+ 15.19% |
$57.2K - $60.1K
|
9.83K
$224K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
1.26K+ 1.81% |
$55.7K - $58.4K
|
70.8K
$1.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.26K+ 18.34% |
$55.4K - $58.2K
|
8.11K
$184K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.21K+ 2.93% |
$53.6K - $56.2K
|
42.6K
$969K
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.19K+ 1.93% |
$52.6K - $55.2K
|
62.9K
$1.43M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.15K+ 10.58% |
$50.9K - $53.4K
|
12K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.1KNew |
$48.4K - $50.8K
|
1.1K
$24.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.08K+ 4.3% |
$47.8K - $50.1K
|
26.3K
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.08K+ 11.69% |
$47.7K - $50.1K
|
10.3K
$235K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.05K+ 8.32% |
$46.2K - $48.5K
|
13.6K
$310K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 2.62% |
$44.8K - $47K
|
39.8K
$904K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
942+ 15.67% |
$41.6K - $43.6K
|
6.95K
$158K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
937New |
$41.4K - $43.4K
|
937
$21.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
898+ 3.71% |
$39.6K - $41.6K
|
25.1K
$571K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
822+ 12.81% |
$36.3K - $38.1K
|
7.24K
$165K
|