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 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-416- 4.05% |
$17.9K - $19.5K
|
9.86K
$224K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-432- 4.18% |
$18.6K - $20.2K
|
9.9K
$225K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-450- 3.74% |
$19.4K - $21.1K
|
11.6K
$264K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-512- 1.29% |
$22.1K - $24K
|
39.3K
$892K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-595- 12.14% |
$25.6K - $27.9K
|
4.31K
$97.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-599- 1.4% |
$25.8K - $28.1K
|
42.1K
$957K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-616- 3.55% |
$26.5K - $28.8K
|
16.7K
$381K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-649- 6.88% |
$28K - $30.4K
|
8.78K
$200K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-654- 2.44% |
$28.2K - $30.6K
|
26.1K
$594K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-659- 4.16% |
$28.4K - $30.9K
|
15.2K
$346K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-678- 4.34% |
$29.2K - $31.8K
|
15K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-694- 7.57% |
$29.9K - $32.5K
|
8.47K
$193K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-766- 12.63% |
$33K - $35.9K
|
5.3K
$120K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-772- 5.86% |
$33.3K - $36.2K
|
12.4K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-846- 0.98% |
$36.5K - $39.6K
|
85.3K
$1.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-867- 12.26% |
$37.4K - $40.6K
|
6.21K
$141K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-878- 3.31% |
$37.8K - $41.1K
|
25.6K
$582K
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-950- 9.19% |
$40.9K - $44.5K
|
9.38K
$213K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-965- 12.34% |
$41.6K - $45.2K
|
6.86K
$156K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-967- 9.15% |
$41.7K - $45.3K
|
9.6K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-979- 2.78% |
$42.2K - $45.8K
|
34.2K
$778K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-1.01K- 11.56% |
$43.5K - $47.3K
|
7.73K
$176K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.05K- 7.81% |
$45.2K - $49.2K
|
12.4K
$282K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.11K- 16.39% |
$47.7K - $51.9K
|
5.65K
$128K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.14K- 2.77% |
$49K - $53.2K
|
39.9K
$907K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.18K- 8.73% |
$50.6K - $55K
|
12.3K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.19K- 4.69% |
$51.4K - $55.9K
|
24.3K
$551K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.23K- 4.3% |
$53.1K - $57.7K
|
27.4K
$624K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.36K- 2.71% |
$58.7K - $63.8K
|
48.9K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.41K- 4.96% |
$60.9K - $66.2K
|
27.1K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.42K- 6.86% |
$61.2K - $66.5K
|
19.3K
$438K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.46K- 4.75% |
$62.7K - $68.2K
|
29.2K
$663K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.47K- 7.53% |
$63.5K - $69K
|
18.1K
$411K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.49K- 4.28% |
$64.3K - $69.9K
|
33.4K
$759K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.51K- 19.85% |
$65.1K - $70.8K
|
6.1K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.52K- 1.95% |
$65.4K - $71.1K
|
76.2K
$1.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.52K- 84.57% |
$65.4K - $71.1K
|
277
$6.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.57K- 3.4% |
$67.8K - $73.7K
|
44.7K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.67K- 1.88% |
$71.8K - $78K
|
87K
$1.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.69K- 5.37% |
$72.9K - $79.2K
|
29.8K
$678K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.7K- 3.55% |
$73.3K - $79.6K
|
46.3K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.72K- 11.18% |
$74.1K - $80.5K
|
13.7K
$310K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.8K- 70.18% |
$77.6K - $84.3K
|
765
$17.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-1.81K- 7.19% |
$77.9K - $84.6K
|
23.3K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.88K- 7.95% |
$81.1K - $88.1K
|
21.8K
$495K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.91K- 14.98% |
$82.2K - $89.4K
|
10.8K
$246K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.99K- 12.32% |
$85.6K - $93K
|
14.1K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2K- 28.79% |
$86.3K - $93.8K
|
4.95K
$113K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-2.12K- 1.67% |
$91.1K - $99K
|
124K
$2.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-2.2K- 3.25% |
$94.8K - $103K
|
65.5K
$1.49M
|