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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.91K+ 0.23% |
$146K - $156K
|
1.26M
$28.7M
|
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
2.82K+ 2.67% |
$141K - $151K
|
108K
$2.47M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.78K+ 51.51% |
$139K - $149K
|
8.18K
$186K
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.7K+ 2.27% |
$135K - $145K
|
122K
$2.77M
|
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.43K+ 4.54% |
$122K - $130K
|
55.9K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.39K+ 15.32% |
$120K - $128K
|
18K
$409K
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
BUY
|
- |
2.35KNew |
$118K - $126K
|
2.35K
$53.4K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2.33K+ 458.66% |
$117K - $125K
|
2.84K
$64.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.25KNew |
$112K - $120K
|
2.25K
$51.1K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.16K+ 8.91% |
$108K - $116K
|
26.4K
$601K
|
|
|
Apr 22, 2022
Q1 2022
|
Blossom Wealth Management
|
BUY
|
- |
2.1K+ 10.79% |
$105K - $112K
|
21.5K
$490K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.08K+ 12.65% |
$104K - $111K
|
18.5K
$421K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.05K+ 12.03% |
$103K - $110K
|
19.1K
$434K
|
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
BUY
|
- |
2.01K+ 4.98% |
$101K - $108K
|
42.4K
$964K
|
|
|
Apr 26, 2022
Q1 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.96K+ 4.41% |
$98.1K - $105K
|
46.4K
$1.06M
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
BUY
|
- |
1.92K+ 7.45% |
$95.8K - $102K
|
27.6K
$628K
|
|
|
May 11, 2022
Q1 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
1.84K+ 22.86% |
$92K - $98.4K
|
9.88K
$225K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.79K+ 89250.0% |
$89.3K - $95.5K
|
1.79K
$40.6K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.63K+ 35.02% |
$81.6K - $87.2K
|
6.28K
$143K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.61K+ 8.06% |
$80.8K - $86.4K
|
21.6K
$492K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.6K+ 41.07% |
$80.1K - $85.7K
|
5.5K
$125K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.59K+ 5.28% |
$79.7K - $85.3K
|
31.8K
$723K
|
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.55K+ 19.18% |
$77.4K - $82.7K
|
9.61K
$218K
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.52K+ 16.97% |
$76K - $81.3K
|
10.5K
$238K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.48K+ 18.58% |
$74.1K - $79.3K
|
9.45K
$215K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.45KNew |
$72.4K - $77.4K
|
1.45K
$32.9K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 4.26% |
$67.6K - $72.3K
|
33.1K
$752K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.33K+ 15.71% |
$66.5K - $71.1K
|
9.79K
$223K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.29K+ 2.17% |
$64.7K - $69.2K
|
60.9K
$1.38M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.23K+ 6.07% |
$61.4K - $65.6K
|
21.4K
$487K
|
|
|
May 12, 2022
Q1 2022
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.2K+ 1.86% |
$60.1K - $64.2K
|
65.7K
$1.49M
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.2K+ 21.41% |
$59.9K - $64.1K
|
6.79K
$154K
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.16K+ 5.47% |
$58.2K - $62.2K
|
22.4K
$509K
|
|
|
May 03, 2022
Q1 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.14K+ 7.4% |
$57.2K - $61.1K
|
16.6K
$377K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.07K+ 4.05% |
$53.8K - $57.5K
|
27.6K
$627K
|
|
|
May 06, 2022
Q1 2022
|
Blooom, Inc.
|
BUY
|
- |
1.07K+ 5.68% |
$53.7K - $57.4K
|
19.9K
$453K
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.02K+ 17.84% |
$51.2K - $54.7K
|
6.75K
$154K
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
998+ 6.67% |
$49.9K - $53.4K
|
16K
$363K
|
|
|
Apr 18, 2022
Q1 2022
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
985+ 9.21% |
$49.3K - $52.7K
|
11.7K
$266K
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
967+ 8.14% |
$48.4K - $51.8K
|
12.8K
$292K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
933+ 13.89% |
$46.7K - $49.9K
|
7.65K
$174K
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
876+ 0.6% |
$43.8K - $46.9K
|
146K
$3.33M
|
|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
BUY
|
- |
869+ 2.09% |
$43.5K - $46.5K
|
42.4K
$965K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
664+ 140.68% |
$33.2K - $35.5K
|
1.14K
$25.8K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
646+ 11.64% |
$32.3K - $34.6K
|
6.2K
$141K
|
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
642+ 1.69% |
$32.1K - $34.4K
|
38.7K
$881K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
625+ 5.88% |
$31.3K - $33.5K
|
11.2K
$256K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
619+ 1.69% |
$31K - $33.1K
|
37.2K
$846K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
602New |
$30.1K - $32.2K
|
602
$13.7K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
585New |
$29.3K - $31.3K
|
585
$13.3K
|