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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
5.58KNew |
$240K - $261K
|
5.58K
$127K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.41K+ 19.55% |
$233K - $253K
|
33.1K
$752K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
5.39K+ 558.13% |
$232K - $252K
|
6.35K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.38K+ 13.85% |
$232K - $252K
|
44.3K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.36K+ 6.09% |
$231K - $251K
|
93.4K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.34KNew |
$230K - $250K
|
5.34K
$121K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5.28KNew |
$228K - $247K
|
5.28K
$120K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.89K+ 4.67% |
$211K - $229K
|
110K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.88KNew |
$210K - $228K
|
4.88K
$111K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
4.78K+ 22.19% |
$206K - $224K
|
26.3K
$598K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.77KNew |
$205K - $223K
|
4.77K
$108K
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
4.75KNew |
$205K - $222K
|
4.75K
$108K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.75KNew |
$205K - $222K
|
4.75K
$108K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.75K+ 17.19% |
$205K - $222K
|
32.4K
$735K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.66KNew |
$201K - $218K
|
4.66K
$106K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
4.62KNew |
$199K - $216K
|
4.62K
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.58K+ 7.26% |
$197K - $215K
|
67.7K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
4.56K+ 34.92% |
$196K - $213K
|
17.6K
$400K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.55K+ 10.49% |
$196K - $213K
|
47.9K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.51KNew |
$194K - $211K
|
4.51K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.5K+ 90.65% |
$194K - $211K
|
9.46K
$215K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
4.36KNew |
$188K - $204K
|
4.36K
$99.1K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.24K+ 96.26% |
$183K - $199K
|
8.65K
$197K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.24K+ 96.26% |
$183K - $199K
|
8.65K
$197K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.19KNew |
$180K - $196K
|
4.19K
$95.2K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
3.95K+ 16.73% |
$170K - $185K
|
27.6K
$627K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.95K+ 13.89% |
$170K - $185K
|
32.4K
$736K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
3.94K+ 5.56% |
$170K - $184K
|
74.7K
$1.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.85K+ 4.3% |
$166K - $180K
|
93.3K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.81K+ 36.84% |
$164K - $178K
|
14.1K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.78K+ 26.27% |
$163K - $177K
|
18.2K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.72K+ 2.33% |
$160K - $174K
|
163K
$3.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.61K+ 21.94% |
$156K - $169K
|
20.1K
$456K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.59KNew |
$155K - $168K
|
3.59K
$81.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.28K+ 12.97% |
$141K - $154K
|
28.6K
$649K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.17K+ 8.78% |
$136K - $148K
|
39.2K
$891K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.13K+ 0.62% |
$135K - $147K
|
510K
$11.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3.05KNew |
$132K - $143K
|
3.05K
$69.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.99K+ 25.04% |
$129K - $140K
|
14.9K
$339K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.94K+ 3.15% |
$127K - $137K
|
96.3K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.83K+ 15.18% |
$122K - $132K
|
21.4K
$487K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
2.61K+ 8.62% |
$113K - $122K
|
32.9K
$748K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
2.54K+ 3.35% |
$109K - $119K
|
78.3K
$1.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.47K+ 20.51% |
$106K - $116K
|
14.5K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.45K+ 550.56% |
$106K - $115K
|
2.9K
$65.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.38K+ 9.23% |
$103K - $111K
|
28.2K
$640K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.36K+ 1.83% |
$102K - $110K
|
131K
$2.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.28K+ 6.14% |
$98.2K - $107K
|
39.4K
$896K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2.21K+ 67.95% |
$95.3K - $104K
|
5.47K
$124K
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.19K+ 7.01% |
$94.5K - $103K
|
33.5K
$761K
|