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
|
Whelan Financial
|
SELL
|
- |
-1.05K- 14.2% |
$46.4K - $48.7K
|
6.36K
$144K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 72.97% |
$46.8K - $49.2K
|
393
$8.93K
|
|
|
Oct 25, 2023
Q3 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.08K- 9.42% |
$47.5K - $49.8K
|
10.3K
$235K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-1.09K- 7.18% |
$47.9K - $50.3K
|
14K
$319K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.1K- 3.36% |
$48.3K - $50.7K
|
31.5K
$716K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 6.89% |
$55.4K - $58.2K
|
17K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.32K- 1.86% |
$58.2K - $61.1K
|
69.6K
$1.58M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.32K- 0.57% |
$58.4K - $61.3K
|
230K
$5.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.36K- 12.08% |
$60.1K - $63.1K
|
9.92K
$225K
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.37K- 1.9% |
$60.4K - $63.4K
|
70.6K
$1.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.39K- 6.81% |
$61.2K - $64.2K
|
19K
$431K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.42K- 10.06% |
$62.9K - $66K
|
12.7K
$289K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.54K- 2.3% |
$68.1K - $71.4K
|
65.5K
$1.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
SELL
|
- |
-1.56K- 3.44% |
$68.7K - $72.1K
|
43.7K
$994K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.56K- 1.48% |
$68.9K - $72.3K
|
104K
$2.36M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.61K- 19.23% |
$71K - $74.5K
|
6.76K
$154K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.63K- 1.49% |
$71.8K - $75.4K
|
108K
$2.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.68K- 6.22% |
$74K - $77.6K
|
25.3K
$574K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.69K- 42.24% |
$74.5K - $78.2K
|
2.31K
$52.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.7K- 14.16% |
$74.8K - $78.5K
|
10.3K
$234K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.76K- 15.5% |
$77.7K - $81.6K
|
9.6K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.76K- 0.35% |
$77.7K - $81.6K
|
496K
$11.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.83K- 1.29% |
$80.6K - $84.6K
|
140K
$3.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 8.4% |
$82.7K - $86.8K
|
20.4K
$464K
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.89K- 6.83% |
$83.4K - $87.5K
|
25.8K
$586K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.98K- 6.95% |
$87.3K - $91.6K
|
26.5K
$602K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.99K- 19.42% |
$87.7K - $92.1K
|
8.25K
$187K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-2K- 7.38% |
$88.3K - $92.7K
|
25.1K
$571K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.03K- 9.39% |
$89.8K - $94.2K
|
19.6K
$446K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.04K- 7.63% |
$90.2K - $94.7K
|
24.7K
$562K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.14K- 1.78% |
$94.4K - $99.1K
|
118K
$2.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.16K- 75.95% |
$95.2K - $99.9K
|
683
$15.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.17K- 9.5% |
$95.9K - $101K
|
20.7K
$470K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.38K- 10.84% |
$105K - $110K
|
19.6K
$445K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-2.39K- 19.54% |
$105K - $111K
|
9.84K
$224K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.54K- 1.11% |
$112K - $118K
|
226K
$5.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.75K- 7.59% |
$121K - $127K
|
33.5K
$761K
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.85K- 8.34% |
$126K - $132K
|
31.3K
$711K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.06K- 39.75% |
$135K - $142K
|
4.64K
$105K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-3.16K- 19.65% |
$139K - $146K
|
12.9K
$294K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.17K- 83.2% |
$140K - $147K
|
640
$14.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.17K- 10.01% |
$140K - $147K
|
28.5K
$648K
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.24K- 27.01% |
$143K - $150K
|
8.75K
$199K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.28K- 7.04% |
$145K - $152K
|
43.3K
$985K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.37K- 3.97% |
$149K - $156K
|
81.5K
$1.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.52K- 12.01% |
$155K - $163K
|
25.8K
$586K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.55K- 3.29% |
$157K - $164K
|
104K
$2.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-3.57K- 5.16% |
$158K - $165K
|
65.7K
$1.49M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.69K- 4.5% |
$163K - $171K
|
78.5K
$1.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.69K- 4.5% |
$163K - $171K
|
78.5K
$1.78M
|