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 14, 2024 Q4 2023
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
3
+ 8.11%
$129 - $140
40 $909
Feb 07, 2024 Q4 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
3
+ 1.13%
$129 - $140
269 $6.11K
Feb 09, 2024 Q4 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
2
+ 1.31%
$86.2 - $93.7
155 $3.52K
Feb 14, 2024 Q4 2023
Hollencrest Capital Management

BUY
 -
1
+ 0.63%
$43.1 - $46.8
161 $3.66K
Feb 14, 2024 Q4 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
1
+ 1.32%
$43.1 - $46.8
77 $1.75K
Feb 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
0
New
$0 - $0
0 $0
Feb 12, 2024 Q4 2023
Equita Financial Network, Inc.

Fort Washington, PA
SELL
 -
-4
- 0.05%
$172 - $187
8.78K $200K
Feb 06, 2024 Q4 2023
Tci Wealth Advisors, Inc.

SELL
 -
-19
- 0.33%
$819 - $890
5.76K $131K
Jan 22, 2024 Q4 2023
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-21
- 0.37%
$905 - $983
5.64K $128K
Feb 07, 2024 Q4 2023
Empower Advisory Group, LLC

Greenwood Village, CO
SELL
 -
-22
- 0.11%
$948 - $1.03K
19.6K $446K
Feb 21, 2024 Q4 2023
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-24
- 0.29%
$1.03K - $1.12K
8.39K $191K
Feb 13, 2024 Q4 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
SELL
 -
-26
- 0.99%
$1.12K - $1.22K
2.6K $59.1K
Jan 09, 2024 Q4 2023
Walker Financial Services, Inc.

Bowling Green, KY
SELL
 -
-29
- 0.29%
$1.25K - $1.36K
9.84K $224K
Jan 31, 2024 Q4 2023
Cutler Investment Counsel LLC

SELL
 -
-37
- 0.16%
$1.59K - $1.73K
22.8K $518K
Feb 09, 2024 Q4 2023
Certus Wealth Management, LLC

Redwood City, CA
SELL
 -
-44
- 0.66%
$1.9K - $2.06K
6.6K $150K
Jan 22, 2024 Q4 2023
Cordant, Inc.

Portland, OR
SELL
 -
-49
- 17.75%
$2.11K - $2.29K
227 $5.16K
Feb 06, 2024 Q4 2023
Spire Wealth Management

SELL
 -
-52
- 0.97%
$2.24K - $2.44K
5.32K $121K
Feb 09, 2024 Q4 2023
Citigroup Inc

SELL
 -
-57
- 64.04%
$2.46K - $2.67K
32 $727
Jan 23, 2024 Q4 2023
Midwest Heritage Bank, Fsb

SELL
 -
-58
- 0.52%
$2.5K - $2.72K
11K $250K
Jan 12, 2024 Q4 2023
Rda Financial Network

SELL
 -
-67
- 0.68%
$2.89K - $3.14K
9.77K $222K
Feb 01, 2024 Q4 2023
Cwm, LLC

SELL
 -
-80
- 0.9%
$3.45K - $3.75K
8.84K $201K
Feb 13, 2024 Q4 2023
Landmark Financial Advisors, LLC

SELL
 -
-83
- 0.57%
$3.58K - $3.89K
14.6K $332K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-95
- 15.75%
$4.09K - $4.45K
508 $11.5K
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-99
- 6.41%
$4.27K - $4.64K
1.45K $32.8K
Feb 06, 2024 Q4 2023
Acr Alpine Capital Research, LLC

SELL
 -
-102
- 0.5%
$4.4K - $4.78K
20.2K $460K
Jan 18, 2024 Q4 2023
Geometric Wealth Advisors

SELL
 -
-105
- 1.63%
$4.52K - $4.92K
6.34K $144K
Jan 30, 2024 Q4 2023
Investors Research Corp

SELL
 -
-112
- 2.85%
$4.83K - $5.24K
3.81K $86.6K
Feb 13, 2024 Q4 2023
Black Rock Inc.

New York, NY
SELL
 -
-112
- 5.38%
$4.83K - $5.24K
1.97K $44.8K
Jan 31, 2024 Q4 2023
Gradient Capital Advisors, LLC

SELL
 -
-135
- 0.66%
$5.82K - $6.32K
20.3K $462K
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-136
- 0.8%
$5.86K - $6.37K
16.8K $383K
Feb 06, 2024 Q4 2023
Lincoln National Corp

SELL
 -
-147
- 0.46%
$6.33K - $6.88K
32.1K $731K
Jan 10, 2024 Q4 2023
Baker Tilly Wealth Management, LLC

SELL
 -
-159
- 1.71%
$6.85K - $7.45K
9.13K $207K
Feb 13, 2024 Q4 2023
Arbor Capital Management Inc

Anchorage, AK
SELL
 -
-168
- 1.5%
$7.24K - $7.87K
11K $250K
Jan 11, 2024 Q4 2023
Joule Financial, LLC

SELL
 -
-169
- 1.69%
$7.28K - $7.91K
9.81K $223K
Feb 09, 2024 Q4 2023
Quantum Capital Management, LLC

Northfield, NJ
SELL
 -
-174
- 2.68%
$7.5K - $8.15K
6.32K $144K
Jan 30, 2024 Q4 2023
Ballast Advisors LLC

SELL
 -
-189
- 0.44%
$8.14K - $8.85K
42.4K $965K
Feb 14, 2024 Q4 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-214
- 3.05%
$9.22K - $10K
6.81K $155K
Jan 29, 2024 Q4 2023
Consolidated Portfolio Review Corp

Woodbury, NY
SELL
 -
-221
- 2.65%
$9.52K - $10.3K
8.13K $185K
Jan 18, 2024 Q4 2023
Whelan Financial

SELL
 -
-236
- 3.71%
$10.2K - $11.1K
6.12K $139K
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-275
- 54.67%
$11.8K - $12.9K
228 $5.18K
Feb 06, 2024 Q4 2023
Clearwater Capital Advisors, LLC

SELL
 -
-276
- 5.03%
$11.9K - $12.9K
5.21K $118K
Feb 14, 2024 Q4 2023
Evensky & Katz LLC

SELL
 -
-286
- 3.47%
$12.3K - $13.4K
7.96K $181K
Feb 09, 2024 Q4 2023
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-290
- 4.36%
$12.5K - $13.6K
6.36K $145K
Feb 06, 2024 Q4 2023
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-300
- 66.23%
$12.9K - $14K
153 $3.48K
Jan 17, 2024 Q4 2023
Powers Advisory Group, LLC

SELL
 -
-301
- 2.81%
$13K - $14.1K
10.4K $237K
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

SELL
 -
-314
- 1.67%
$13.5K - $14.7K
18.5K $421K
Feb 07, 2024 Q4 2023
Laraway Financial Advisors Inc

Saint Cloud, MN
SELL
 -
-317
- 2.31%
$13.7K - $14.8K
13.4K $305K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-376
- 8.21%
$16.2K - $17.6K
4.21K $95.6K
Feb 13, 2024 Q4 2023
Per Stirling Capital Management, Llc.

Austin, TX
SELL
 -
-395
- 7.6%
$17K - $18.5K
4.8K $109K

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