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
Nov 23, 2022 Q3 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
1.84K
+ 1.05%
$82.6K - $90.1K
176K $4.05M
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
1.7K
+ 8.49%
$76.3K - $83.3K
21.7K $498K
Nov 09, 2022 Q3 2022
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
1.65K
+ 11.46%
$74.3K - $81.1K
16.1K $368K
Oct 28, 2022 Q3 2022
Northwest Investment Counselors, LLC

BUY
 -
1.58K
+ 1.06%
$71.2K - $77.8K
152K $3.48M
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
1.51K
+ 16.07%
$68K - $74.2K
10.9K $250K
Nov 09, 2022 Q3 2022
Nyl Investors LLC

New York, NY
BUY
 -
1.5K
+ 2.3%
$67.5K - $73.6K
66.8K $1.53M
Nov 14, 2022 Q3 2022
Meridian Wealth Management, LLC

BUY
 -
1.48K
+ 27.74%
$66.3K - $72.4K
6.79K $156K
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
1.44K
+ 11.81%
$64.9K - $70.8K
13.7K $313K
Nov 02, 2022 Q3 2022
Retirement Guys Formula LLC

BUY
 -
1.38K
+ 10.97%
$62.3K - $67.9K
14K $321K
Oct 12, 2022 Q3 2022
Rba Wealth Management, LLC

BUY
 -
1.23K
+ 21.41%
$55.2K - $60.2K
6.96K $160K
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.1K
+ 3.23%
$49.6K - $54.1K
35.2K $807K
Oct 13, 2022 Q3 2022
Cooper Financial Group

BUY
 -
1.02K
+ 6.96%
$45.8K - $50K
15.6K $359K
Sep 01, 2023 Q3 2022
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
1.02K
+ 1.35%
$45.7K - $49.9K
76.2K $1.75M
Nov 10, 2022 Q3 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
1.01K
+ 2.82%
$45.2K - $49.4K
36.7K $842K
Oct 25, 2022 Q3 2022
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
963
+ 9.5%
$43.3K - $47.3K
11.1K $255K
Nov 03, 2022 Q3 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
887
New
$39.9K - $43.5K
887 $20.3K
Nov 10, 2022 Q3 2022
Momentum Advisors, LLC

BUY
 -
884
+ 4.93%
$39.8K - $43.4K
18.8K $432K
Oct 13, 2022 Q3 2022
Lvw Advisors, LLC

BUY
 -
834
+ 0.64%
$37.5K - $40.9K
132K $3.03M
Nov 01, 2022 Q3 2022
Blooom, Inc.

BUY
 -
793
+ 4.62%
$35.7K - $38.9K
18K $412K
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
785
+ 5.56%
$35.3K - $38.5K
14.9K $342K
Oct 13, 2022 Q3 2022
Baldrige Asset Management LLC

BUY
 -
763
+ 2.97%
$34.3K - $37.5K
26.4K $606K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
707
+ 2.17%
$31.8K - $34.7K
33.2K $762K
Oct 11, 2022 Q3 2022
Rda Financial Network

BUY
 -
673
+ 9.82%
$30.3K - $33K
7.52K $173K
Oct 18, 2022 Q3 2022
Apeiron Ria LLC

BUY
 -
655
+ 1.14%
$29.5K - $32.2K
58K $1.33M
Nov 04, 2022 Q3 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
652
+ 2.09%
$29.3K - $32K
31.8K $729K
Nov 08, 2022 Q3 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
604
+ 2.73%
$27.2K - $29.7K
22.7K $521K
Oct 06, 2022 Q3 2022
Pure Financial Advisors, LLC

BUY
 -
580
+ 2.79%
$26.1K - $28.5K
21.4K $490K
Nov 14, 2022 Q3 2022
Manchester Financial Inc

BUY
 -
575
+ 2.1%
$25.9K - $28.2K
27.9K $640K
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
556
+ 1.56%
$25K - $27.3K
36.1K $828K
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
548
+ 39.26%
$24.6K - $26.9K
1.94K $44.6K
Nov 04, 2022 Q3 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
525
+ 5.06%
$23.6K - $25.8K
10.9K $250K
Nov 10, 2022 Q3 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
506
+ 8.52%
$22.8K - $24.8K
6.44K $148K
Oct 21, 2022 Q3 2022
Beacon Financial Advisory LLC

BUY
 -
493
+ 4.37%
$22.2K - $24.2K
11.8K $270K
Oct 21, 2022 Q3 2022
Rhs Financial, LLC

BUY
 -
492
+ 1.2%
$22.1K - $24.2K
41.6K $954K
Nov 04, 2022 Q3 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
468
+ 8.97%
$21.1K - $23K
5.68K $130K
Nov 01, 2022 Q3 2022
Sheets Smith Wealth Management

BUY
 -
462
+ 10.3%
$20.8K - $22.7K
4.95K $113K
Jan 19, 2023 Q3 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
455
New
$20.5K - $22.3K
455 $10.4K
Oct 27, 2022 Q3 2022
Diversified Investment Strategies, LLC

BUY
 -
440
+ 3.83%
$19.8K - $21.6K
11.9K $274K
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
430
+ 16.9%
$19.3K - $21.1K
2.98K $68.2K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
425
+ 4.24%
$19.1K - $20.9K
10.5K $240K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
410
+ 0.45%
$18.4K - $20.1K
90.6K $2.08M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
402
+ 3.67%
$18.1K - $19.7K
11.4K $260K
Oct 11, 2022 Q3 2022
Boenning & Scattergood, Inc.

BUY
 -
400
+ 5.0%
$18K - $19.6K
8.4K $193K
Nov 10, 2022 Q3 2022
True North Advisors, LLC

BUY
 -
385
+ 1.14%
$17.3K - $18.9K
34.1K $783K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
373
+ 0.62%
$16.8K - $18.3K
60.1K $1.38M
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
368
+ 9.88%
$16.6K - $18.1K
4.09K $93.8K
Nov 07, 2022 Q3 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
343
+ 1.82%
$15.4K - $16.8K
19.2K $441K
Oct 18, 2022 Q3 2022
Courage Miller Partners, LLC

BUY
 -
314
+ 0.49%
$14.1K - $15.4K
64.2K $1.47M
Nov 03, 2022 Q3 2022
Western Financial Corporation

BUY
 -
279
+ 1.15%
$12.5K - $13.7K
24.5K $562K

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