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
Wbh Advisory Inc

SELL
 -
-393
- 2.5%
$17.7K - $19.3K
15.3K $351K
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-415
- 2.12%
$18.7K - $20.4K
19.2K $440K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

SELL
 -
-473
- 1.28%
$21.3K - $23.2K
36.6K $839K
Nov 15, 2022 Q3 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-475
- 21.44%
$21.4K - $23.3K
1.74K $39.9K
Oct 21, 2022 Q3 2022
Summit Financial Strategies, Inc.

SELL
 -
-483
- 0.45%
$21.7K - $23.7K
107K $2.46M
Oct 11, 2022 Q3 2022
Cedar Mountain Advisors, LLC

SELL
 -
-489
- 10.5%
$22K - $24K
4.17K $95.5K
Nov 14, 2022 Q3 2022
Arbor Capital Management Inc

Anchorage, AK
SELL
 -
-516
- 3.49%
$23.2K - $25.3K
14.3K $327K
Oct 21, 2022 Q3 2022
Blossom Wealth Management

SELL
 -
-556
- 2.51%
$25K - $27.3K
21.6K $495K
Nov 01, 2022 Q3 2022
Lee Financial CO

Dallas, TX
SELL
 -
-566
- 8.44%
$25.5K - $27.8K
6.14K $141K
Oct 20, 2022 Q3 2022
Brand Asset Management Group, Inc.

SELL
 -
-572
- 4.2%
$25.7K - $28.1K
13.1K $299K
Oct 27, 2022 Q3 2022
Appleton Partners Inc

SELL
 -
-592
- 10.63%
$26.6K - $29.1K
4.98K $114K
Oct 28, 2022 Q3 2022
Savant Capital, LLC

SELL
 -
-610
- 1.43%
$27.4K - $29.9K
41.9K $961K
Oct 12, 2022 Q3 2022
Horan Securities, Inc.

SELL
 -
-621
- 27.61%
$27.9K - $30.5K
1.63K $37.3K
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

SELL
 -
-632
- 17.33%
$28.4K - $31K
3.01K $69.1K
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

SELL
 -
-633
- 0.5%
$28.5K - $31.1K
125K $2.87M
Nov 10, 2022 Q3 2022
Mirae Asset Global Investments Co., Ltd.

SELL
 -
-644
- 5.55%
$29K - $31.6K
11K $251K
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-675
- 5.43%
$30.4K - $33.1K
11.8K $269K
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

SELL
 -
-694
- 3.56%
$31.2K - $34.1K
18.8K $431K
Oct 26, 2022 Q3 2022
Tilia Fiduciary Partners, Inc.

SELL
 -
-705
- 68.78%
$31.7K - $34.6K
320 $7.34K
Oct 11, 2022 Q3 2022
Anderson Hoagland & CO

SELL
 -
-715
- 5.24%
$32.2K - $35.1K
12.9K $297K
Nov 10, 2022 Q3 2022
Rkl Wealth Management LLC

SELL
 -
-720
- 0.95%
$32.4K - $35.3K
75.2K $1.72M
Nov 22, 2022 Q3 2022
Cva Family Office, LLC

SELL
 -
-760
- 89.94%
$34.2K - $37.3K
85 $1.95K
Oct 25, 2022 Q3 2022
Friedenthal Financial

SELL
 -
-779
- 0.59%
$35K - $38.2K
132K $3.02M
Oct 28, 2022 Q3 2022
Redw Wealth LLC

SELL
 -
-793
- 8.31%
$35.7K - $38.9K
8.75K $201K
Nov 07, 2022 Q3 2022
Spire Wealth Management

SELL
 -
-801
- 20.49%
$36K - $39.3K
3.11K $71.3K
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-853
- 16.4%
$38.4K - $41.9K
4.35K $99.7K
Nov 08, 2022 Q3 2022
Nbt Bank N A

SELL
 -
-860
- 1.99%
$38.7K - $42.2K
42.3K $970K
Oct 26, 2022 Q3 2022
Blue Barn Wealth, LLC

SELL
 -
-874
- 1.5%
$39.3K - $42.9K
57.4K $1.32M
Nov 14, 2022 Q3 2022
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-886
- 12.15%
$39.9K - $43.5K
6.41K $147K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

SELL
 -
-890
- 2.53%
$40K - $43.7K
34.3K $788K
Oct 21, 2022 Q3 2022
Midwest Heritage Bank, Fsb

SELL
 -
-890
- 4.82%
$40K - $43.7K
17.6K $403K
Oct 21, 2022 Q3 2022
Rosenberg Matthew Hamilton

SELL
 -
-935
- 66.69%
$42.1K - $45.9K
467 $10.7K
Oct 19, 2022 Q3 2022
Evensky & Katz LLC

SELL
 -
-949
- 2.06%
$42.7K - $46.6K
45K $1.03M
Nov 07, 2022 Q3 2022
Personal Capital Advisors Corp

SELL
 -
-980
- 4.61%
$44.1K - $48.1K
20.3K $465K
Oct 18, 2022 Q3 2022
Acr Alpine Capital Research, LLC

SELL
 -
-990
- 4.33%
$44.5K - $48.6K
21.9K $502K
Oct 14, 2022 Q3 2022
Phocas Financial Corp.

Alameda, CA
SELL
 -
-1K
- 5.76%
$45K - $49.1K
16.4K $375K
Oct 07, 2022 Q3 2022
Bcs Wealth Management

SELL
 -
-1K
- 8.66%
$45.1K - $49.2K
10.6K $242K
Oct 31, 2022 Q3 2022
Exchange Capital Management, Inc.

SELL
 -
-1.02K
- 2.79%
$46K - $50.2K
35.6K $816K
Nov 10, 2022 Q3 2022
Landmark Financial Advisors, LLC

SELL
 -
-1.03K
- 5.76%
$46.3K - $50.6K
16.9K $386K
Nov 08, 2022 Q3 2022
Barden Capital Management, Inc.

SELL
 -
-1.05K
- 1.75%
$47.4K - $51.7K
59K $1.35M
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

SELL
 -
-1.11K
- 73.06%
$49.9K - $54.4K
409 $9.38K
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

SELL
 -
-1.14K
- 1.63%
$51.3K - $56K
69K $1.58M
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-1.15K
- 99.05%
$51.5K - $56.3K
11 $252
Oct 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

SELL
 -
-1.17K
- 23.12%
$52.5K - $57.3K
3.88K $89K
Nov 09, 2022 Q3 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-1.2K
- 6.88%
$53.8K - $58.7K
16.2K $371K
Oct 05, 2022 Q3 2022
Time Scale Financial, Inc.

SELL
 -
-1.25K
- 6.06%
$56.2K - $61.3K
19.4K $444K
Dec 13, 2022 Q3 2022
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
SELL
 -
-1.28K
Closed
$57.4K - $62.7K
0 $0
Nov 07, 2022 Q3 2022
Northwest Capital Management Inc

SELL
 -
-1.29K
- 10.84%
$58.1K - $63.4K
10.6K $244K
Nov 14, 2022 Q3 2022
Vaughan David Investments LLC

Peoria, IL
SELL
 -
-1.3K
- 8.94%
$58.5K - $63.8K
13.2K $304K

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