Purchases and Sales Made in Q4 2023 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.21M+ 4670.79% |
$181M - $197M
|
4.3M
$97.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.21M+ 8.96% |
$95.1M - $103M
|
26.8M
$610M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
1.64M+ 185.37% |
$70.8M - $77M
|
2.53M
$57.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.49M+ 61.42% |
$64M - $69.6M
|
3.91M
$88.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
835K+ 59.4% |
$36M - $39.1M
|
2.24M
$50.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
640K+ 34.28% |
$27.6M - $30M
|
2.51M
$57M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
473K+ 376.13% |
$20.4M - $22.2M
|
599K
$13.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
402KNew |
$17.3M - $18.8M
|
402K
$9.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
395K+ 20.2% |
$17M - $18.5M
|
2.35M
$53.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
394K+ 163.79% |
$17M - $18.4M
|
634K
$14.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
288K+ 6253.69% |
$12.4M - $13.5M
|
293K
$6.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
269K+ 1207.66% |
$11.6M - $12.6M
|
291K
$6.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
256KNew |
$11M - $12M
|
256K
$5.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
253K+ 541.38% |
$10.9M - $11.8M
|
300K
$6.81M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
249KNew |
$10.7M - $11.7M
|
249K
$5.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
249KNew |
$10.7M - $11.7M
|
249K
$5.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
172K+ 751.1% |
$7.42M - $8.06M
|
195K
$4.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
167KNew |
$7.2M - $7.82M
|
167K
$3.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
158KNew |
$6.81M - $7.4M
|
158K
$3.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
158KNew |
$6.79M - $7.38M
|
158K
$3.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
146K+ 17.57% |
$6.3M - $6.85M
|
978K
$22.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
130KNew |
$5.61M - $6.1M
|
130K
$2.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
115K+ 32.93% |
$4.95M - $5.38M
|
464K
$10.5M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
103KNew |
$4.42M - $4.8M
|
103K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
102KNew |
$4.41M - $4.79M
|
102K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
102KNew |
$4.41M - $4.79M
|
102K
$2.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
90.4KNew |
$3.9M - $4.23M
|
90.4K
$2.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
87.9K+ 2358.75% |
$3.79M - $4.12M
|
91.6K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
87.6K+ 287.18% |
$3.78M - $4.1M
|
118K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
84.2K+ 14.78% |
$3.63M - $3.94M
|
653K
$14.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.8K+ 14.7% |
$3.31M - $3.6M
|
599K
$13.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
75.6KNew |
$3.26M - $3.54M
|
75.6K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
74.5K+ 35.68% |
$3.21M - $3.49M
|
283K
$6.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
70.9K+ 61.97% |
$3.05M - $3.32M
|
185K
$4.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
69.9K+ 66.92% |
$3.01M - $3.27M
|
174K
$3.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
69.6K+ 6.34% |
$3M - $3.26M
|
1.17M
$26.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
69K+ 3.87% |
$2.97M - $3.23M
|
1.85M
$42.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66.3K+ 18.15% |
$2.86M - $3.1M
|
431K
$9.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
64.9KNew |
$2.8M - $3.04M
|
64.9K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.2K+ 25.63% |
$2.76M - $3M
|
315K
$7.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
61.2K+ 44.55% |
$2.64M - $2.87M
|
199K
$4.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
61K+ 53.03% |
$2.63M - $2.85M
|
176K
$4M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
56.5KNew |
$2.43M - $2.64M
|
56.5K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
53.3K+ 47.84% |
$2.3M - $2.5M
|
165K
$3.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
52K+ 141.21% |
$2.24M - $2.44M
|
88.9K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
47.8KNew |
$2.06M - $2.24M
|
47.8K
$1.09M
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
47.7KNew |
$2.06M - $2.24M
|
47.7K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
45.4KNew |
$1.96M - $2.13M
|
45.4K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
42.6KNew |
$1.83M - $1.99M
|
42.6K
$967K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.5K+ 11.6% |
$1.79M - $1.94M
|
399K
$9.07M
|