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 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
12.8KNew |
$549K - $597K
|
12.8K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 61.78% |
$542K - $589K
|
32.9K
$748K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
11.8K+ 19.44% |
$508K - $552K
|
72.5K
$1.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 179.75% |
$492K - $535K
|
17.8K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.3K+ 13.3% |
$487K - $529K
|
96.3K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.1K+ 35.05% |
$478K - $520K
|
42.8K
$972K
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
11.1KNew |
$477K - $519K
|
11.1K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
10.8KNew |
$464K - $504K
|
10.8K
$245K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 35.74% |
$460K - $500K
|
40.5K
$921K
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
10.5KNew |
$454K - $494K
|
10.5K
$240K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.5K+ 15.5% |
$454K - $493K
|
78.4K
$1.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.5K+ 4.33% |
$451K - $490K
|
252K
$5.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10.4K+ 5.32% |
$447K - $486K
|
205K
$4.67M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
10.3KNew |
$445K - $483K
|
10.3K
$235K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.2K+ 11.89% |
$441K - $480K
|
96.4K
$2.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.84KNew |
$424K - $461K
|
9.84K
$224K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9.83KNew |
$423K - $460K
|
9.83K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.82KNew |
$423K - $460K
|
9.82K
$223K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.78K+ 169.19% |
$422K - $458K
|
15.6K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.67K+ 0.71% |
$417K - $453K
|
1.37M
$31.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.02K+ 10.71% |
$389K - $422K
|
93.2K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.8KNew |
$379K - $412K
|
8.8K
$200K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8.79K+ 12.18% |
$379K - $411K
|
80.9K
$1.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.73KNew |
$376K - $409K
|
8.73K
$198K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
8.36K+ 3.7% |
$360K - $391K
|
234K
$5.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8.31K+ 8.8% |
$358K - $389K
|
103K
$2.34M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.23KNew |
$355K - $386K
|
8.23K
$187K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
8.17K+ 8.63% |
$352K - $383K
|
103K
$2.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.14K+ 19.22% |
$351K - $381K
|
50.5K
$1.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.1K+ 32.29% |
$349K - $380K
|
33.2K
$755K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.88K+ 41.98% |
$340K - $369K
|
26.6K
$606K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.81K+ 2.51% |
$336K - $366K
|
319K
$7.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.78K+ 1978.63% |
$335K - $364K
|
8.17K
$186K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.51K+ 11.94% |
$324K - $352K
|
70.4K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
7.43KNew |
$320K - $348K
|
7.43K
$169K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.4K+ 63.15% |
$319K - $346K
|
19.1K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.27K+ 3.7% |
$313K - $341K
|
204K
$4.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
6.96K+ 10.28% |
$300K - $326K
|
74.7K
$1.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.91KNew |
$298K - $324K
|
6.91K
$157K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.87K+ 67.38% |
$296K - $322K
|
17.1K
$388K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.85KNew |
$295K - $321K
|
6.85K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
6.76K+ 616.5% |
$291K - $317K
|
7.86K
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.68KNew |
$288K - $313K
|
6.68K
$152K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
6.11KNew |
$263K - $286K
|
6.11K
$139K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.09K+ 20.08% |
$262K - $285K
|
36.4K
$827K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.03K+ 22.54% |
$260K - $282K
|
32.8K
$745K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.98KNew |
$258K - $280K
|
5.98K
$136K
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
5.7K+ 78.76% |
$246K - $267K
|
12.9K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
5.65K+ 21.03% |
$243K - $265K
|
32.5K
$739K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5.64K+ 23.66% |
$243K - $264K
|
29.5K
$670K
|