Purchases and Sales Made in Q4 2023 in Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

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
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
40.2K
+ 10180.76%
$1.73M - $1.88M
40.6K $923K
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
40.2K
+ 7.44%
$1.73M - $1.88M
580K $13.2M
Feb 13, 2024 Q4 2023
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
38.8K
New
$1.67M - $1.82M
38.8K $883K
Feb 09, 2024 Q4 2023
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
38.4K
+ 25.6%
$1.66M - $1.8M
188K $4.28M
Jan 30, 2024 Q4 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
34.9K
New
$1.5M - $1.64M
34.9K $794K
Jan 11, 2024 Q4 2023
Brookstone Capital Management

BUY
 -
34.8K
+ 279.84%
$1.5M - $1.63M
47.3K $1.07M
Feb 13, 2024 Q4 2023
Ascent Group, LLC

BUY
 -
34.6K
+ 652.36%
$1.49M - $1.62M
39.9K $908K
Feb 12, 2024 Q4 2023
Bush Investment Group, LLC

Valdosta, GA
BUY
 -
33.9K
New
$1.46M - $1.59M
33.9K $771K
Feb 06, 2024 Q4 2023
Bogart Wealth, LLC

BUY
 -
31.3K
+ 30.1%
$1.35M - $1.47M
135K $3.08M
Feb 09, 2024 Q4 2023
Girard Partners Ltd.

BUY
 -
30.9K
+ 211.19%
$1.33M - $1.45M
45.5K $1.03M
Jan 12, 2024 Q4 2023
Revolve Wealth Partners, LLC

BUY
 -
28.8K
+ 11.84%
$1.24M - $1.35M
272K $6.18M
Feb 02, 2024 Q4 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
28.5K
+ 21.54%
$1.23M - $1.34M
161K $3.66M
Jan 08, 2024 Q4 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
28.4K
+ 4.03%
$1.22M - $1.33M
733K $16.7M
Jan 22, 2024 Q4 2023
Mayflower Financial Advisors, LLC

BUY
 -
27K
+ 28.58%
$1.16M - $1.26M
121K $2.76M
Jan 26, 2024 Q4 2023
Avion Wealth

The Woodlands, TX
BUY
 -
26K
+ 1418.2%
$1.12M - $1.22M
27.8K $632K
Feb 06, 2024 Q4 2023
W Advisors, LLC

Germantown, TN
BUY
 -
25.8K
New
$1.11M - $1.21M
25.8K $585K
Feb 07, 2024 Q4 2023
Alpha Star Capital Management, LLC

BUY
 -
25.1K
+ 2.69%
$1.08M - $1.17M
955K $21.7M
Apr 30, 2024 Q4 2023
Embree Financial Group

Chicago, IL
BUY
 -
25K
New
$1.08M - $1.17M
25K $568K
Jan 16, 2024 Q4 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
24.9K
+ 5.11%
$1.07M - $1.17M
512K $11.6M
Feb 13, 2024 Q4 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
23.2K
New
$1M - $1.09M
23.2K $528K
Feb 13, 2024 Q4 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
23.2K
+ 311.47%
$998K - $1.08M
30.6K $696K
Feb 07, 2024 Q4 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
22.7K
+ 36.9%
$977K - $1.06M
84.1K $1.91M
Feb 14, 2024 Q4 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
21.9K
New
$943K - $1.03M
21.9K $498K
Feb 23, 2024 Q4 2023
Beacon Financial Group

BUY
 -
20K
New
$860K - $935K
20K $454K
Feb 08, 2024 Q4 2023
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
19.9K
New
$858K - $933K
19.9K $453K
Jan 08, 2024 Q4 2023
Guardian Financial Partners, LLC

BUY
 -
19.9K
+ 35.43%
$858K - $933K
76.1K $1.73M
Feb 08, 2024 Q4 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
19.8K
+ 15.13%
$854K - $929K
151K $3.43M
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
19.5K
+ 2029.11%
$841K - $914K
20.5K $466K
Jan 23, 2024 Q4 2023
Clear Creek Financial Management, LLC

BUY
 -
19.2K
+ 237.43%
$829K - $901K
27.4K $622K
Apr 30, 2024 Q4 2023
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
18.2K
New
$782K - $850K
18.2K $413K
Feb 13, 2024 Q4 2023
Csenge Advisory Group

BUY
 -
17.6K
+ 128.85%
$756K - $822K
31.2K $709K
Jan 24, 2024 Q4 2023
Central Trust CO

Jefferson City, MO
BUY
 -
17.5K
New
$753K - $818K
17.5K $397K
Feb 07, 2024 Q4 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
17.1K
+ 28.28%
$738K - $802K
77.7K $1.77M
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
17.1K
+ 8.36%
$737K - $801K
222K $5.04M
Jan 23, 2024 Q4 2023
Strateg Iq Financial Group, LLC

BUY
 -
16.7K
+ 61.42%
$720K - $783K
43.9K $999K
Feb 07, 2024 Q4 2023
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
16.5K
New
$709K - $770K
16.5K $374K
Jan 12, 2024 Q4 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
16.4K
+ 17.72%
$705K - $766K
109K $2.47M
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
15.9K
+ 7.94%
$686K - $745K
216K $4.92M
Feb 23, 2024 Q4 2023
Chicago Partners Investment Group LLC

BUY
 -
15.7K
New
$677K - $736K
15.7K $357K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
15.4K
+ 113.65%
$665K - $723K
29K $659K
Jan 26, 2024 Q4 2023
Signature Estate & Investment Advisors LLC

BUY
 -
14.9K
New
$642K - $698K
14.9K $339K
Jan 31, 2024 Q4 2023
Mokosak Advisory Group, LLC

BUY
 -
14.9K
+ 3.61%
$640K - $696K
426K $9.69M
Jan 16, 2024 Q4 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
14.3K
+ 6.92%
$617K - $671K
221K $5.03M
Feb 14, 2024 Q4 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
14.2K
+ 61.34%
$613K - $667K
37.4K $851K
Feb 09, 2024 Q4 2023
Betterment LLC

New York, NY
BUY
 -
13.6K
+ 120.73%
$588K - $639K
25K $567K
Feb 09, 2024 Q4 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
13.5K
New
$583K - $633K
13.5K $307K
Feb 08, 2024 Q4 2023
Greenup Street Wealth Management LLC

BUY
 -
13.1K
New
$566K - $615K
13.1K $299K
Feb 05, 2024 Q4 2023
Steele Capital Management, Inc.

Dubuque, IA
BUY
 -
12.9K
New
$555K - $603K
12.9K $293K
Feb 12, 2024 Q4 2023
F Dx Advisors, Inc.

BUY
 -
12.8K
New
$551K - $599K
12.8K $291K

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