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 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
300+ 1.43% |
$12.9K - $14K
|
21.2K
$483K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
295+ 1.25% |
$12.7K - $13.8K
|
23.9K
$544K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
286New |
$12.3K - $13.4K
|
286
$6.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
272New |
$11.7K - $12.7K
|
272
$6.18K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
269New |
$11.6K - $12.6K
|
269
$6.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
253New |
$10.9K - $11.8K
|
253
$5.75K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
243+ 0.17% |
$10.5K - $11.4K
|
140K
$3.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
240New |
$10.3K - $11.2K
|
240
$5.46K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
235New |
$10.1K - $11K
|
235
$5.34K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
219+ 3.78% |
$9.44K - $10.3K
|
6.01K
$137K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
202+ 20.32% |
$8.7K - $9.46K
|
1.2K
$27.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
201+ 0.3% |
$8.66K - $9.41K
|
66.5K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
172+ 3.22% |
$7.41K - $8.05K
|
5.51K
$125K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
162+ 1.28% |
$6.98K - $7.59K
|
12.8K
$290K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
156+ 0.68% |
$6.72K - $7.31K
|
22.9K
$521K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
151+ 1.44% |
$6.51K - $7.07K
|
10.6K
$241K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
151New |
$6.51K - $7.07K
|
151
$3.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
139+ 1.26% |
$5.99K - $6.51K
|
11.1K
$253K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
133+ 3.05% |
$5.73K - $6.23K
|
4.5K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
132+ 1.43% |
$5.69K - $6.18K
|
9.35K
$213K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
129+ 1.23% |
$5.56K - $6.04K
|
10.6K
$241K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
118+ 0.1% |
$5.08K - $5.53K
|
119K
$2.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
111New |
$4.78K - $5.2K
|
111
$2.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
102+ 1.23% |
$4.4K - $4.78K
|
8.37K
$190K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
84+ 2100.0% |
$3.62K - $3.93K
|
88
$2K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
83+ 0.33% |
$3.58K - $3.89K
|
25.5K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
70+ 1.22% |
$3.02K - $3.28K
|
5.82K
$132K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
59New |
$2.54K - $2.76K
|
59
$1.34K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
52+ 0.72% |
$2.24K - $2.44K
|
7.24K
$165K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
52New |
$2.24K - $2.44K
|
52
$1.18K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
50New |
$2.15K - $2.34K
|
50
$1.14K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50+ 1.22% |
$2.15K - $2.34K
|
4.16K
$94.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
50+ 1.08% |
$2.15K - $2.34K
|
4.69K
$107K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
39New |
$1.68K - $1.83K
|
39
$886
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
30New |
$1.29K - $1.4K
|
30
$682
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
26New |
$1.12K - $1.22K
|
26
$591
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
23+ 0.46% |
$991 - $1.08K
|
5.01K
$114K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
17+ 0.87% |
$733 - $796
|
1.96K
$44.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
17+ 0.18% |
$733 - $796
|
9.28K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
15+ 0.23% |
$646 - $702
|
6.61K
$150K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
13+ 1.41% |
$560 - $609
|
938
$21.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
13New |
$560 - $609
|
13
$295
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 0.12% |
$517 - $562
|
9.61K
$219K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7+ 0.07% |
$302 - $328
|
10.5K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
6+ 1.85% |
$259 - $281
|
331
$7.52K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6+ 0.64% |
$259 - $281
|
943
$21.4K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6New |
$259 - $281
|
6
$136
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
6+ 1.85% |
$259 - $281
|
331
$7.52K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
5+ 0.03% |
$215 - $234
|
14.4K
$327K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 1.06% |
$215 - $234
|
475
$10.8K
|