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 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
2.17K+ 16.77% |
$93.3K - $101K
|
15.1K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.06K+ 5.23% |
$88.6K - $96.3K
|
41.4K
$940K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 2.07% |
$85.2K - $92.6K
|
97.4K
$2.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.77K+ 3.31% |
$76.4K - $83K
|
55.4K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
1.76K+ 5.76% |
$75.8K - $82.4K
|
32.3K
$734K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.73K+ 31.97% |
$74.4K - $80.8K
|
7.12K
$162K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.71K+ 13.42% |
$73.5K - $79.8K
|
14.4K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.7K+ 5.91% |
$73.3K - $79.7K
|
30.5K
$693K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
1.55K+ 5.91% |
$67K - $72.8K
|
27.9K
$633K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.46K+ 228.28% |
$63K - $68.4K
|
2.1K
$47.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.44KNew |
$61.8K - $67.2K
|
1.44K
$32.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.43K+ 14.52% |
$61.5K - $66.9K
|
11.3K
$256K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.35KNew |
$58.2K - $63.2K
|
1.35K
$30.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.3K+ 33.7% |
$56.1K - $60.9K
|
5.16K
$117K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 6.46% |
$56K - $60.9K
|
21.4K
$487K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.27KNew |
$54.8K - $59.5K
|
1.27K
$28.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.26K+ 12.35% |
$54.5K - $59.2K
|
11.5K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.22KNew |
$52.6K - $57.2K
|
1.22K
$27.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.18K+ 1025.22% |
$50.8K - $55.2K
|
1.29K
$29.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.18K+ 11.83% |
$50.7K - $55.1K
|
11.1K
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 63.34% |
$50.2K - $54.6K
|
3.01K
$68.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.14KNew |
$49.1K - $53.3K
|
1.14K
$25.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.09K+ 159.44% |
$46.9K - $51K
|
1.77K
$40.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.08K+ 9.06% |
$46.7K - $50.7K
|
13K
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.03K+ 4.54% |
$44.3K - $48.2K
|
23.7K
$539K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
991+ 14.69% |
$42.7K - $46.4K
|
7.74K
$176K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
863+ 3.52% |
$37.2K - $40.4K
|
25.4K
$577K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
862+ 0.73% |
$37.1K - $40.4K
|
119K
$2.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
857+ 7.92% |
$36.9K - $40.1K
|
11.7K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
836+ 2.5% |
$36K - $39.1K
|
34.3K
$780K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
821+ 9.38% |
$35.4K - $38.4K
|
9.57K
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
800New |
$34.5K - $37.5K
|
800
$18.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
696+ 10.53% |
$30K - $32.6K
|
7.3K
$166K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
575+ 275.12% |
$24.8K - $26.9K
|
784
$17.8K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
575+ 76.67% |
$24.8K - $26.9K
|
1.33K
$30.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
557+ 12.23% |
$24K - $26.1K
|
5.11K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
514+ 1.21% |
$22.1K - $24.1K
|
42.8K
$973K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
512+ 38.79% |
$22.1K - $24K
|
1.83K
$41.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
510+ 1.68% |
$22K - $23.9K
|
30.8K
$700K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
501+ 0.55% |
$21.6K - $23.5K
|
91.8K
$2.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
499+ 7.25% |
$21.5K - $23.4K
|
7.38K
$168K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
486+ 3.17% |
$20.9K - $22.8K
|
15.8K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
434+ 1.76% |
$18.7K - $20.3K
|
25.2K
$572K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
397+ 6.74% |
$17.1K - $18.6K
|
6.29K
$143K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
371+ 37.32% |
$16K - $17.4K
|
1.37K
$31K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
354+ 1.42% |
$15.3K - $16.6K
|
25.3K
$576K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
338+ 4.26% |
$14.6K - $15.8K
|
8.27K
$188K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
332+ 1.24% |
$14.3K - $15.5K
|
27.1K
$617K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
325+ 2.08% |
$14K - $15.2K
|
16K
$363K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
307+ 0.19% |
$13.2K - $14.4K
|
160K
$3.64M
|