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 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.74K- 1.19% |
$165K - $173K
|
311K
$7.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.84K- 16.08% |
$170K - $178K
|
20.1K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.09K- 7.75% |
$180K - $189K
|
48.6K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.13K- 10.58% |
$182K - $191K
|
34.9K
$793K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.15K- 2.86% |
$183K - $192K
|
141K
$3.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.2K- 18.27% |
$185K - $194K
|
18.8K
$427K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-4.2K- 93.84% |
$185K - $195K
|
276
$6.27K
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.37K- 21.06% |
$193K - $202K
|
16.4K
$372K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-4.44K- 34.97% |
$196K - $205K
|
8.25K
$187K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.46K- 3.79% |
$197K - $206K
|
113K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-4.57K- 4.38% |
$202K - $212K
|
99.7K
$2.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.71K- 37.56% |
$208K - $218K
|
7.82K
$178K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-4.94K- 4.92% |
$218K - $229K
|
95.4K
$2.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.48K- 24.98% |
$242K - $254K
|
16.5K
$374K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.79K- 84.96% |
$255K - $268K
|
1.03K
$23.3K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5.81K- 56.85% |
$256K - $269K
|
4.41K
$100K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5.81K- 56.85% |
$256K - $269K
|
4.41K
$100K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.99K- 2.67% |
$264K - $278K
|
218K
$4.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.03K- 12.48% |
$266K - $279K
|
42.3K
$962K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-6.29K- 1.8% |
$278K - $291K
|
343K
$7.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-6.46K- 13.59% |
$285K - $299K
|
41K
$933K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-6.68K- 7.2% |
$295K - $309K
|
86.1K
$1.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.69K- 38.87% |
$295K - $310K
|
10.5K
$239K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-7.47K- 56.92% |
$330K - $346K
|
5.66K
$129K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.52K- 17.26% |
$332K - $348K
|
36.1K
$819K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.83K- 31.12% |
$346K - $363K
|
17.3K
$394K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-7.84K- 6.05% |
$346K - $363K
|
122K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.56K- 8.68% |
$378K - $397K
|
90.1K
$2.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.3K- 5.28% |
$410K - $431K
|
167K
$3.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.35K- 4.08% |
$413K - $433K
|
220K
$4.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-9.36K- 50.21% |
$413K - $434K
|
9.28K
$211K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-9.91K- 25.67% |
$437K - $459K
|
28.7K
$652K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.3K- 91.43% |
$453K - $476K
|
962
$21.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-10.3K- 14.71% |
$456K - $479K
|
60K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-10.4K- 27.27% |
$459K - $482K
|
27.8K
$631K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-10.7K- 27.22% |
$473K - $497K
|
28.7K
$652K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 10.59% |
$493K - $518K
|
94.4K
$2.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-11.3K- 7.97% |
$498K - $522K
|
130K
$2.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11.4K- 43.55% |
$502K - $527K
|
14.7K
$335K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.5K- 1.9% |
$506K - $531K
|
590K
$13.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-11.6K- 8.9% |
$511K - $536K
|
119K
$2.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-12.2K- 34.67% |
$540K - $567K
|
23.1K
$524K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.8K- 3.53% |
$566K - $595K
|
351K
$7.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-14.4K- 1.98% |
$638K - $669K
|
716K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16.2K- 7.32% |
$713K - $749K
|
205K
$4.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-16.5K- 5.62% |
$728K - $764K
|
277K
$6.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-16.8K- 34.65% |
$740K - $776K
|
31.6K
$718K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-17.4K- 37.4% |
$767K - $805K
|
29.1K
$661K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17.9K- 17.08% |
$789K - $828K
|
86.8K
$1.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-18.3K- 7.63% |
$806K - $846K
|
221K
$5.03M
|