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 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33+ 40.24% |
$1.46K - $1.53K
|
115
$2.61K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
29+ 0.68% |
$1.28K - $1.34K
|
4.27K
$97.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
28New |
$1.24K - $1.3K
|
28
$636
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
25+ 0.35% |
$1.1K - $1.16K
|
7.08K
$161K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20+ 0.05% |
$883 - $927
|
36.9K
$838K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
18+ 0.4% |
$795 - $834
|
4.55K
$104K
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
16+ 0.17% |
$706 - $741
|
9.43K
$214K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
14+ 0.1% |
$618 - $649
|
14.7K
$334K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$397 - $417
|
5.16K
$117K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8+ 0.15% |
$353 - $371
|
5.2K
$118K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 0.84% |
$221 - $232
|
603
$13.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.86% |
$177 - $185
|
470
$10.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 12.12% |
$177 - $185
|
37
$841
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 300.0% |
$132 - $139
|
4
$90.9
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.03% |
$132 - $139
|
12K
$272K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.04% |
$88.3 - $92.7
|
5.37K
$122K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.76% |
$88.3 - $92.7
|
266
$6.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.63% |
$44.1 - $46.3
|
160
$3.64K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1+ 0.66% |
$44.1 - $46.3
|
153
$3.48K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 1.33% |
$44.1 - $46.3
|
76
$1.73K
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$44.1 - $46.3
|
8.95K
$203K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 0.21% |
$44.1 - $46.3
|
473
$10.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-1- 0.01% |
$44.1 - $46.3
|
9.87K
$224K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4- 0.07% |
$177 - $185
|
5.99K
$136K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-16- 0.17% |
$706 - $741
|
9.26K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-19- 0.1% |
$839 - $880
|
18.2K
$413K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-22- 0.2% |
$971 - $1.02K
|
10.8K
$246K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-30- 0.25% |
$1.32K - $1.39K
|
12K
$273K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-37- 41.11% |
$1.63K - $1.71K
|
53
$1.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-46- 0.34% |
$2.03K - $2.13K
|
13.5K
$306K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-62- 3.09% |
$2.74K - $2.87K
|
1.95K
$44.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-72- 0.77% |
$3.18K - $3.34K
|
9.22K
$210K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-81- 0.51% |
$3.58K - $3.75K
|
15.9K
$360K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-85- 1.12% |
$3.75K - $3.94K
|
7.5K
$170K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-89- 6.2% |
$3.93K - $4.12K
|
1.35K
$30.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-100- 0.86% |
$4.41K - $4.63K
|
11.6K
$263K
|
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
SELL
|
- |
-106- 40.15% |
$4.68K - $4.91K
|
158
$3.59K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-107- 0.37% |
$4.72K - $4.96K
|
28.8K
$654K
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-115- 1.02% |
$5.08K - $5.33K
|
11.2K
$254K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-134- 0.36% |
$5.91K - $6.21K
|
37.1K
$844K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-135- 0.29% |
$5.96K - $6.25K
|
46.2K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-137- 1.16% |
$6.05K - $6.35K
|
11.7K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-144- 2.06% |
$6.36K - $6.67K
|
6.86K
$156K
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-162- 2.45% |
$7.15K - $7.51K
|
6.44K
$146K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-170- 0.82% |
$7.5K - $7.88K
|
20.6K
$468K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-175- 1.31% |
$7.72K - $8.11K
|
13.2K
$299K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-177- 16.06% |
$7.81K - $8.2K
|
925
$21K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-204- 0.19% |
$9K - $9.45K
|
105K
$2.38M
|