Purchases and Sales Made in Q1 2022 in Schwab Us Aggregate Bond ETF (SCHZ)
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 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
11.1K+ 307.21% |
$554K - $593K
|
14.7K
$330K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11K+ 159.93% |
$551K - $590K
|
17.9K
$403K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10.8K+ 66.75% |
$538K - $576K
|
26.9K
$604K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7K+ 18.97% |
$533K - $570K
|
66.8K
$1.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
9.28K+ 31.82% |
$464K - $496K
|
38.4K
$864K
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8.96KNew |
$448K - $479K
|
8.96K
$201K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
8.68K+ 692.82% |
$434K - $465K
|
9.93K
$223K
|
|
|
May 06, 2022
Q1 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
8.57K+ 19.51% |
$429K - $458K
|
52.5K
$1.18M
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
8.5K+ 38.09% |
$425K - $455K
|
30.8K
$693K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8.08K+ 38.96% |
$404K - $432K
|
28.8K
$648K
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.62K+ 26.95% |
$381K - $408K
|
35.9K
$807K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.55K+ 11.13% |
$378K - $404K
|
75.3K
$1.69M
|
|
|
May 10, 2022
Q1 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.51KNew |
$376K - $402K
|
7.51K
$169K
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
BUY
|
- |
7.44KNew |
$373K - $398K
|
7.44K
$167K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.38K+ 59.04% |
$369K - $395K
|
19.9K
$447K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
7.37K+ 5.27% |
$369K - $394K
|
147K
$3.31M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.13KNew |
$357K - $382K
|
7.13K
$160K
|
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
7.1KNew |
$355K - $380K
|
7.1K
$160K
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
7.06KNew |
$353K - $378K
|
7.06K
$159K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.96K+ 70.69% |
$348K - $372K
|
16.8K
$378K
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.76KNew |
$338K - $362K
|
6.76K
$152K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
6.67K+ 7.87% |
$334K - $357K
|
91.3K
$2.05M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
6.64K+ 6.1% |
$332K - $355K
|
115K
$2.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
6.62K+ 46.27% |
$331K - $354K
|
20.9K
$470K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.27K+ 85.49% |
$314K - $336K
|
13.6K
$306K
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
6.27K+ 75.1% |
$314K - $336K
|
14.6K
$329K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.2K+ 32.67% |
$310K - $332K
|
25.2K
$566K
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
6.11K+ 34.99% |
$306K - $327K
|
23.6K
$530K
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.93K+ 82.65% |
$297K - $317K
|
13.1K
$295K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.48K+ 16.25% |
$274K - $293K
|
39.2K
$881K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
5.11KNew |
$256K - $273K
|
5.11K
$115K
|
|
|
Jun 06, 2023
Q1 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
5.04K+ 50.93% |
$252K - $270K
|
14.9K
$336K
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.91KNew |
$246K - $263K
|
4.91K
$110K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
4.75KNew |
$238K - $254K
|
4.75K
$107K
|
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
4.67K+ 4.34% |
$234K - $250K
|
112K
$2.53M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
4.62K+ 18.99% |
$231K - $247K
|
28.9K
$650K
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.59K+ 4.24% |
$230K - $246K
|
113K
$2.54M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.57KNew |
$229K - $245K
|
4.57K
$103K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.53K+ 39.86% |
$227K - $242K
|
15.9K
$357K
|
|
|
May 10, 2022
Q1 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.34KNew |
$217K - $232K
|
4.34K
$97.7K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.33KNew |
$217K - $232K
|
4.33K
$97.4K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
4.29KNew |
$215K - $229K
|
4.29K
$96.4K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.15K+ 4.81% |
$208K - $222K
|
90.5K
$2.04M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.08KNew |
$204K - $218K
|
4.08K
$91.7K
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.72K+ 5.14% |
$186K - $199K
|
76.1K
$1.71M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.62K+ 3.73% |
$181K - $194K
|
101K
$2.26M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.44K+ 10.54% |
$172K - $184K
|
36K
$811K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.28K+ 0.77% |
$164K - $176K
|
428K
$9.63M
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
3.21K+ 4.58% |
$161K - $172K
|
73.3K
$1.65M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
3.17K+ 7.77% |
$159K - $170K
|
44K
$989K
|