Purchases and Sales Made in Q3 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 Q3 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
Oct 18, 2022 Q3 2022
Charles Schwab Trust CO

BUY
 -
320K
+ 3116.03%
$14.4M - $15.7M
330K $7.57M
Nov 14, 2022 Q3 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
265K
New
$11.9M - $13M
265K $6.09M
Nov 08, 2022 Q3 2022
Valley National Advisers Inc

BUY
 -
179K
+ 662451.88%
$8.05M - $8.78M
179K $4.1M
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
177K
+ 492038.88%
$7.97M - $8.7M
177K $4.06M
Nov 14, 2022 Q3 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
144K
+ 2576.16%
$6.47M - $7.06M
149K $3.42M
Nov 14, 2022 Q3 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
144K
+ 2576.16%
$6.47M - $7.06M
149K $3.42M
Nov 14, 2022 Q3 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
143K
+ 0.77%
$6.44M - $7.03M
18.8M $431M
Nov 01, 2022 Q3 2022
James J. Burns & Company, LLC

Melville, NY
BUY
 -
135K
New
$6.07M - $6.63M
135K $3.1M
Oct 13, 2022 Q3 2022
Retirement Planning Group

BUY
 -
135K
+ 202.05%
$6.06M - $6.62M
201K $4.62M
May 03, 2023 Q3 2022
Kilter Howling LLC

Boulder, CO
BUY
 -
118K
+ 63.33%
$5.29M - $5.77M
303K $6.95M
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
105K
+ 1.66%
$4.72M - $5.15M
6.43M $147M
Nov 08, 2022 Q3 2022
Fort Pitt Capital Group, LLC

BUY
 -
89.8K
New
$4.04M - $4.41M
89.8K $2.06M
Oct 05, 2022 Q3 2022
Econ Financial Services Corp

BUY
 -
87.9K
+ 167.85%
$3.96M - $4.32M
140K $3.22M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
77.1K
+ 63.61%
$3.47M - $3.78M
198K $4.54M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
75K
+ 164.59%
$3.37M - $3.68M
121K $2.76M
Oct 13, 2022 Q3 2022
Kohmann Bosshard Financial Services, LLC

BUY
 -
68.3K
+ 16.66%
$3.07M - $3.35M
478K $11M
Oct 28, 2022 Q3 2022
Financial Life Advisors

BUY
 -
60.9K
New
$2.74M - $2.99M
60.9K $1.4M
Nov 03, 2022 Q3 2022
Jones Financial Companies Lllp

BUY
 -
58.3K
+ 138.93%
$2.62M - $2.86M
100K $2.3M
Oct 19, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
58.3K
New
$2.62M - $2.86M
58.3K $1.34M
Nov 08, 2022 Q3 2022
Curi Wealth Management, LLC

BUY
 -
53.6K
+ 626.01%
$2.41M - $2.63M
62.2K $1.43M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
52.8K
New
$2.37M - $2.59M
52.8K $1.21M
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
52.1K
New
$2.34M - $2.56M
52.1K $1.2M
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
48.7K
+ 3.11%
$2.19M - $2.39M
1.61M $37M
Nov 10, 2022 Q3 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
48.5K
+ 2.1%
$2.18M - $2.38M
2.36M $54.2M
Nov 14, 2022 Q3 2022
Hrt Financial LP

New York, NY
BUY
 -
47.2K
+ 433.04%
$2.12M - $2.32M
58.1K $1.33M
Nov 14, 2022 Q3 2022
Reston Wealth Management LLC

BUY
 -
47.2K
+ 47.17%
$2.12M - $2.32M
147K $3.38M
Nov 14, 2022 Q3 2022
Total Wealth Planning, LLC

BUY
 -
46.4K
+ 7.45%
$2.09M - $2.28M
668K $15.3M
Nov 03, 2022 Q3 2022
Blue Sky Wealth Advisors, LLC

BUY
 -
45.3K
+ 5.53%
$2.04M - $2.23M
865K $19.8M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
43.8K
+ 65.06%
$1.97M - $2.15M
111K $2.55M
Oct 28, 2022 Q3 2022
Austin Private Wealth, LLC

BUY
 -
42.9K
+ 17.33%
$1.93M - $2.1M
290K $6.65M
Oct 20, 2022 Q3 2022
Financial Advisory Service, Inc.

BUY
 -
39.7K
+ 23.4%
$1.78M - $1.95M
209K $4.8M
Nov 09, 2022 Q3 2022
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
37.1K
New
$1.67M - $1.82M
37.1K $852K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
27.9K
+ 36.8%
$1.25M - $1.37M
104K $2.38M
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
25.2K
New
$1.13M - $1.24M
25.2K $577K
Oct 24, 2022 Q3 2022
Horst & Graben Wealth Management LLC

BUY
 -
23.7K
+ 4.94%
$1.07M - $1.16M
503K $11.5M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
21.7K
New
$974K - $1.06M
21.7K $496K
Dec 12, 2022 Q3 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
19.9K
+ 68.9%
$893K - $975K
48.7K $1.12M
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
16.8K
New
$756K - $825K
16.8K $386K
Oct 26, 2022 Q3 2022
Sightline Wealth Advisors, LLC

BUY
 -
16.5K
New
$742K - $810K
16.5K $378K
Nov 09, 2022 Q3 2022
Liberty Capital Management, Inc.

BUY
 -
16.2K
New
$729K - $796K
16.2K $372K
Oct 17, 2022 Q3 2022
My Legacy Advisors, LLC

BUY
 -
15K
+ 136.68%
$675K - $737K
26K $596K
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
13.9K
+ 110.5%
$626K - $683K
26.5K $608K
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
13.7K
+ 1.53%
$617K - $673K
911K $20.9M
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
13.6K
+ 33.43%
$612K - $668K
54.3K $1.24M
Nov 14, 2022 Q3 2022
Ascent Group, LLC

BUY
 -
13.1K
New
$590K - $643K
13.1K $301K
Oct 18, 2022 Q3 2022
Bond & Devick Financial Network, Inc.

BUY
 -
13.1K
+ 7.67%
$589K - $643K
184K $4.22M
Oct 26, 2022 Q3 2022
Benedetti & Gucer, Inc.

BUY
 -
12.2K
New
$548K - $598K
12.2K $279K
Nov 16, 2022 Q3 2022
Wealth Advisory Solutions, LLC

BUY
 -
11.3K
New
$509K - $556K
11.3K $260K
Oct 27, 2022 Q3 2022
Sage Financial Group Inc

BUY
 -
10.8K
+ 217.79%
$484K - $528K
15.7K $360K

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