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 24, 2022
Q1 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.27K- 4.34% |
$63.5K - $67.9K
|
27.9K
$628K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.28K- 22.21% |
$64.1K - $68.5K
|
4.48K
$101K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.29K- 18.11% |
$64.8K - $69.3K
|
5.85K
$132K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.31K- 3.89% |
$65.6K - $70.1K
|
32.4K
$728K
|
|
|
Apr 28, 2022
Q1 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.39K- 10.07% |
$69.7K - $74.6K
|
12.4K
$280K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.4K- 2.75% |
$70K - $74.9K
|
49.4K
$1.11M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 3.92% |
$72K - $77K
|
35.3K
$794K
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.51K- 2.31% |
$75.4K - $80.6K
|
63.7K
$1.43M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.51K- 7.87% |
$75.7K - $81K
|
17.7K
$399K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.53KClosed |
$76.8K - $82.1K
|
0
$0
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.57K- 15.75% |
$78.5K - $83.9K
|
8.39K
$189K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.61K- 14.03% |
$80.8K - $86.4K
|
9.89K
$222K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.69K- 21.4% |
$84.6K - $90.4K
|
6.21K
$140K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.72K- 29.41% |
$86K - $91.9K
|
4.12K
$92.7K
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.72K- 14.13% |
$86.1K - $92.1K
|
10.5K
$235K
|
|
|
Apr 27, 2022
Q1 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.89K- 11.44% |
$94.5K - $101K
|
14.6K
$329K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.92K- 5.48% |
$95.9K - $103K
|
33.1K
$744K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.93K- 0.71% |
$96.4K - $103K
|
268K
$6.02M
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.94K- 2.09% |
$97.2K - $104K
|
91.2K
$2.05M
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2K- 14.85% |
$100K - $107K
|
11.5K
$258K
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.01K- 6.73% |
$101K - $108K
|
27.9K
$627K
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.1K- 2.75% |
$105K - $113K
|
74.4K
$1.67M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.15K- 5.48% |
$108K - $115K
|
37K
$833K
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.22KClosed |
$111K - $119K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.25K- 5.86% |
$113K - $121K
|
36.2K
$814K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.28K- 2.84% |
$114K - $122K
|
78K
$1.75M
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
SELL
|
- |
-2.36K- 2.14% |
$118K - $126K
|
108K
$2.42M
|
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.4K- 32.14% |
$120K - $128K
|
5.07K
$114K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.44K- 40.09% |
$122K - $131K
|
3.65K
$82K
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.45K- 21.02% |
$122K - $131K
|
9.19K
$207K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-2.54K- 98.95% |
$127K - $136K
|
27
$607
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.59K- 21.33% |
$130K - $139K
|
9.55K
$215K
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-2.59K- 20.15% |
$130K - $139K
|
10.3K
$231K
|
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-2.65K- 12.99% |
$132K - $142K
|
17.7K
$399K
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.65K- 0.55% |
$133K - $142K
|
478K
$10.7M
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.71K- 10.12% |
$135K - $145K
|
24K
$541K
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-2.79KClosed |
$139K - $149K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2.88K- 28.17% |
$144K - $154K
|
7.35K
$165K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.9K- 3.04% |
$145K - $155K
|
92.6K
$2.08M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-3KClosed |
$150K - $161K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-3.17K- 20.29% |
$159K - $170K
|
12.5K
$280K
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.32K- 15.55% |
$166K - $178K
|
18K
$405K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.34K- 1.72% |
$167K - $179K
|
191K
$4.3M
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.36K- 2.77% |
$168K - $180K
|
118K
$2.65M
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.43K- 7.07% |
$171K - $183K
|
45K
$1.01M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-3.67K- 15.88% |
$184K - $196K
|
19.4K
$437K
|
|
|
Apr 14, 2022
Q1 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-3.72K- 28.44% |
$186K - $199K
|
9.37K
$211K
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.74K- 19.57% |
$187K - $200K
|
15.4K
$345K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.87KClosed |
$193K - $207K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.91KClosed |
$195K - $209K
|
0
$0
|