Purchases and Sales Made in Q1 2022 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 Q1 2022. 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
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

SELL
 -
-9.96K
- 15.67%
$499K - $533K
53.6K $1.21M
May 13, 2022 Q1 2022
Fca Corp

Houston, TX
SELL
 -
-10.1K
Closed
$505K - $540K
0 $0
Apr 25, 2022 Q1 2022
Orcam Financial Group

Encinitas, CA
SELL
 -
-10.3K
- 21.81%
$515K - $550K
36.9K $829K
Apr 12, 2022 Q1 2022
Market Street Wealth Management Advisors LLC

SELL
 -
-10.3K
Closed
$516K - $551K
0 $0
Apr 14, 2022 Q1 2022
Rhs Financial, LLC

SELL
 -
-10.4K
- 23.55%
$521K - $557K
33.8K $760K
May 13, 2022 Q1 2022
Trinity Point Wealth, LLC

SELL
 -
-10.5K
Closed
$523K - $559K
0 $0
Apr 22, 2022 Q1 2022
Kovitz Investment Group Partners, LLC

SELL
 -
-10.9K
Closed
$546K - $583K
0 $0
May 04, 2022 Q1 2022
True Wealth Advisors, LLC

SELL
 -
-11.2K
Closed
$561K - $600K
0 $0
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

SELL
 -
-11.2K
- 42.78%
$563K - $602K
15K $338K
Aug 23, 2023 Q1 2022
Rappaport Reiches Capital Management, LLC

Skokie`, IL
SELL
 -
-11.6K
- 19.69%
$583K - $623K
47.5K $1.07M
Apr 05, 2022 Q1 2022
Modus Advisors, LLC

SELL
 -
-12.5K
- 9.31%
$627K - $670K
122K $2.74M
Apr 27, 2022 Q1 2022
1900 Wealth Management LLC

SELL
 -
-13.1K
- 16.09%
$656K - $701K
68.3K $1.54M
Apr 27, 2022 Q1 2022
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-13.7K
- 2.7%
$686K - $734K
494K $11.1M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-14.4K
- 32.61%
$721K - $771K
29.8K $669K
May 06, 2022 Q1 2022
Valley Forge Investment Consultants Inc Adv

SELL
 -
-14.4K
- 28.17%
$722K - $772K
36.8K $827K
May 03, 2022 Q1 2022
Fort Pitt Capital Group, LLC

SELL
 -
-15K
Closed
$749K - $801K
0 $0
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

SELL
 -
-15K
- 85.53%
$750K - $802K
2.54K $57K
Apr 29, 2022 Q1 2022
Columbia Advisory Partners LLC

SELL
 -
-15.5K
Closed
$776K - $830K
0 $0
May 10, 2022 Q1 2022
Lowery Thomas, LLC

San Francisco, CA
SELL
 -
-15.7K
- 32.07%
$788K - $842K
33.3K $750K
May 13, 2022 Q1 2022
Sequoia Financial Advisors, LLC

SELL
 -
-16.5K
- 1.86%
$825K - $883K
869K $19.6M
May 05, 2022 Q1 2022
Prestige Wealth Management Group LLC

SELL
 -
-18.1K
- 90.25%
$905K - $967K
1.95K $43.9K
May 12, 2022 Q1 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-18.1K
- 0.88%
$906K - $969K
2.03M $45.7M
May 13, 2022 Q1 2022
Fiduciary Group LLC

Savannah, GA
SELL
 -
-18.5K
Closed
$923K - $987K
0 $0
Apr 12, 2022 Q1 2022
Eidelman Virant Capital

SELL
 -
-18.5K
Closed
$924K - $988K
0 $0
May 12, 2022 Q1 2022
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-19.5K
- 32.26%
$978K - $1.05M
41K $923K
May 10, 2022 Q1 2022
Spinnaker Investment Group, LLC

SELL
 -
-19.9K
- 83.06%
$995K - $1.06M
4.05K $91.2K
May 16, 2022 Q1 2022
Blueprint Investment Partners LLC

Greensboro, NC
SELL
 -
-20.1K
- 37.56%
$1M - $1.07M
33.3K $750K
May 02, 2022 Q1 2022
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-20.4K
Closed
$1.02M - $1.09M
0 $0
May 12, 2022 Q1 2022
True North Advisors, LLC

SELL
 -
-20.5K
- 34.2%
$1.03M - $1.1M
39.5K $889K
Apr 14, 2022 Q1 2022
Bangor Savings Bank

Bangor, ME
SELL
 -
-20.7K
- 8.23%
$1.04M - $1.11M
231K $5.2M
Apr 26, 2022 Q1 2022
First National Corp

SELL
 -
-20.8K
Closed
$1.04M - $1.11M
0 $0
Apr 11, 2022 Q1 2022
Verity Wealth Advisors

SELL
 -
-21.2K
- 16.83%
$1.06M - $1.14M
105K $2.36M
Apr 27, 2022 Q1 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-21.4K
- 10.55%
$1.07M - $1.14M
181K $4.07M
May 13, 2022 Q1 2022
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-21.5K
Closed
$1.07M - $1.15M
0 $0
Apr 28, 2022 Q1 2022
Bcs Wealth Management

SELL
 -
-22.7K
- 62.67%
$1.14M - $1.21M
13.5K $304K
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-22.8K
- 4.34%
$1.14M - $1.22M
504K $11.3M
May 09, 2022 Q1 2022
Commerce Bank

Kansas City, MO
SELL
 -
-25.3K
Closed
$1.26M - $1.35M
0 $0
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-25.6K
- 17.83%
$1.28M - $1.37M
118K $2.66M
May 04, 2022 Q1 2022
Bfsg, LLC

SELL
 -
-27.2K
- 9.94%
$1.36M - $1.45M
246K $5.53M
May 10, 2022 Q1 2022
Apriem Advisors

Irvine, CA
SELL
 -
-27.8K
- 4.14%
$1.39M - $1.49M
643K $14.5M
May 06, 2022 Q1 2022
Crabel Capital Management, LLC

Milwaukee, WI
SELL
 -
-28.7K
- 49.38%
$1.44M - $1.54M
29.4K $662K
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-30.3K
- 23.23%
$1.52M - $1.62M
100K $2.25M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-33.2K
- 12.06%
$1.66M - $1.78M
242K $5.45M
Apr 19, 2022 Q1 2022
Burt Wealth Advisors

SELL
 -
-33.3K
- 54.6%
$1.67M - $1.78M
27.7K $623K
May 09, 2022 Q1 2022
Cooper/Haims Advisors, LLC

SELL
 -
-35K
- 17.8%
$1.75M - $1.88M
162K $3.64M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-39.1K
- 22.37%
$1.96M - $2.09M
136K $3.05M
Jul 18, 2022 Q1 2022
Retirement Guys Formula LLC

SELL
 -
-39.9K
- 84.13%
$2M - $2.14M
7.54K $169K
Apr 22, 2022 Q1 2022
Cva Family Office, LLC

SELL
 -
-42.5K
- 98.05%
$2.13M - $2.28M
845 $19K
Apr 29, 2022 Q1 2022
Bigelow Investment Advisors, LLC

SELL
 -
-45.4K
- 25.72%
$2.27M - $2.43M
131K $2.95M

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