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 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2.22K- 0.14% |
$95.6K - $104K
|
1.53M
$34.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.35K- 9.1% |
$101K - $110K
|
23.4K
$533K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.4K- 21.45% |
$103K - $112K
|
8.78K
$200K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.43K- 0.42% |
$105K - $114K
|
582K
$13.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.45K- 24.75% |
$106K - $115K
|
7.46K
$170K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.47K- 15.06% |
$106K - $116K
|
13.9K
$316K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.52K- 1.14% |
$109K - $118K
|
219K
$4.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.57K- 60.23% |
$111K - $120K
|
1.7K
$38.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.58K- 6.46% |
$111K - $121K
|
37.3K
$848K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-2.68K- 21.48% |
$116K - $126K
|
9.81K
$223K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.72K- 20.15% |
$117K - $127K
|
10.8K
$245K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.74K- 15.08% |
$118K - $128K
|
15.4K
$351K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.82K- 8.25% |
$121K - $132K
|
31.3K
$712K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.88K- 14.0% |
$124K - $135K
|
17.7K
$403K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-2.96K- 2.11% |
$127K - $138K
|
137K
$3.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-3K- 22.6% |
$129K - $140K
|
10.3K
$234K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-3.02K- 8.44% |
$130K - $141K
|
32.8K
$744K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.02K- 9.0% |
$130K - $142K
|
30.5K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3.18K- 29.4% |
$137K - $149K
|
7.63K
$173K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3.4K- 2.91% |
$146K - $159K
|
113K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.52K- 35.64% |
$151K - $165K
|
6.35K
$144K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-3.52K- 12.81% |
$152K - $165K
|
24K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.63K- 16.83% |
$156K - $170K
|
17.9K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.64K- 7.48% |
$157K - $170K
|
45K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-3.71K- 30.89% |
$160K - $174K
|
8.29K
$188K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-3.9K- 41.47% |
$168K - $183K
|
5.51K
$125K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.95K- 19.27% |
$170K - $185K
|
16.5K
$376K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4K- 5.23% |
$172K - $187K
|
72.4K
$1.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4.04K- 15.4% |
$174K - $189K
|
22.2K
$505K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.13K- 14.4% |
$178K - $193K
|
24.6K
$558K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-4.16K- 2.85% |
$179K - $195K
|
142K
$3.23M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-4.44K- 15.36% |
$191K - $208K
|
24.5K
$557K
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-4.46K- 15.87% |
$192K - $209K
|
23.6K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-4.5K- 1.62% |
$194K - $211K
|
272K
$6.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.58K- 31.82% |
$197K - $215K
|
9.82K
$223K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.73K- 15.94% |
$204K - $222K
|
25K
$567K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4.82K- 11.64% |
$208K - $226K
|
36.6K
$832K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.86K- 23.8% |
$209K - $228K
|
15.6K
$354K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.89K- 15.93% |
$211K - $229K
|
25.8K
$586K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-5.18K- 7.15% |
$223K - $243K
|
67.2K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-5.39K- 8.22% |
$232K - $253K
|
60.3K
$1.37M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-6.21K- 28.44% |
$268K - $291K
|
15.6K
$355K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-6.68K- 11.67% |
$288K - $313K
|
50.5K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.29K- 10.47% |
$314K - $341K
|
62.3K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.44K- 27.64% |
$321K - $349K
|
19.5K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.48K- 9.87% |
$322K - $350K
|
68.3K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-7.85K- 16.8% |
$338K - $368K
|
38.9K
$884K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.88K- 36.14% |
$340K - $369K
|
13.9K
$317K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.93K- 7.37% |
$342K - $371K
|
99.7K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-8.06K- 72.36% |
$347K - $377K
|
3.08K
$69.9K
|