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 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-233- 1.13% |
$10.3K - $10.8K
|
20.5K
$465K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-241- 13.5% |
$10.6K - $11.2K
|
1.54K
$35.1K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-265- 73.61% |
$11.7K - $12.3K
|
95
$2.16K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-284- 1.78% |
$12.5K - $13.2K
|
15.6K
$356K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-314- 1.12% |
$13.9K - $14.5K
|
27.7K
$629K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-342- 0.55% |
$15.1K - $15.8K
|
61.5K
$1.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-347- 3.82% |
$15.3K - $16.1K
|
8.74K
$199K
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-351- 2.2% |
$15.5K - $16.3K
|
15.6K
$355K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-366- 3.47% |
$16.2K - $17K
|
10.2K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-390- 15.78% |
$17.2K - $18.1K
|
2.08K
$47.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-395- 0.59% |
$17.4K - $18.3K
|
66.3K
$1.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-401- 18.26% |
$17.7K - $18.6K
|
1.8K
$40.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-406- 0.55% |
$17.9K - $18.8K
|
73.5K
$1.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-435- 2.04% |
$19.2K - $20.2K
|
20.8K
$474K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-454- 86.64% |
$20K - $21K
|
70
$1.59K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-485- 5.45% |
$21.4K - $22.5K
|
8.41K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-517- 16.44% |
$22.8K - $24K
|
2.63K
$59.7K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-522- 1.77% |
$23K - $24.2K
|
28.9K
$658K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-529- 66.46% |
$23.4K - $24.5K
|
267
$6.07K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-554- 0.28% |
$24.5K - $25.7K
|
201K
$4.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-556- 3.5% |
$24.5K - $25.8K
|
15.3K
$348K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-562- 2.51% |
$24.8K - $26K
|
21.8K
$496K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-563- 4.47% |
$24.9K - $26.1K
|
12K
$274K
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-565- 3.54% |
$24.9K - $26.2K
|
15.4K
$350K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-585- 1.87% |
$25.8K - $27.1K
|
30.6K
$696K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-589- 4.11% |
$26K - $27.3K
|
13.7K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-596- 2.61% |
$26.3K - $27.6K
|
22.3K
$506K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-596- 24.57% |
$26.3K - $27.6K
|
1.83K
$41.6K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-600- 4.27% |
$26.5K - $27.8K
|
13.5K
$306K
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-617- 7.98% |
$27.2K - $28.6K
|
7.11K
$162K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-635- 2.62% |
$28K - $29.4K
|
23.6K
$537K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-707- 68.84% |
$31.2K - $32.8K
|
320
$7.27K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-725- 2.68% |
$32K - $33.6K
|
26.3K
$598K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-782- 3.2% |
$34.5K - $36.2K
|
23.6K
$537K
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-790- 2.51% |
$34.9K - $36.6K
|
30.7K
$698K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-804- 6.99% |
$35.5K - $37.2K
|
10.7K
$243K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-806- 9.23% |
$35.6K - $37.3K
|
7.93K
$180K
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
SELL
|
- |
-809- 7.5% |
$35.7K - $37.5K
|
9.98K
$227K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-815- 20.03% |
$36K - $37.8K
|
3.25K
$74K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-821- 3.62% |
$36.2K - $38K
|
21.8K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-858- 11.29% |
$37.9K - $39.8K
|
6.74K
$153K
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-884- 47.81% |
$39K - $41K
|
965
$21.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-950- 0.72% |
$41.9K - $44K
|
131K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-952- 14.86% |
$42K - $44.1K
|
5.45K
$124K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-953- 1.86% |
$42.1K - $44.2K
|
50.2K
$1.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-960- 8.5% |
$42.4K - $44.5K
|
10.3K
$235K
|
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-976- 11.77% |
$43.1K - $45.2K
|
7.31K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-993- 71.54% |
$43.8K - $46K
|
395
$8.98K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-993- 2.83% |
$43.8K - $46K
|
34.1K
$776K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.03K- 1.07% |
$45.4K - $47.6K
|
94.7K
$2.15M
|