Purchases and Sales Made in Q3 2022 in Schwab Us Aggregate Bond ETF (SCHZ)
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 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.32K- 18.99% |
$59.2K - $64.7K
|
5.62K
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.32K- 17.1% |
$59.4K - $64.8K
|
6.4K
$148K
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.34K- 17.65% |
$60.4K - $65.9K
|
6.26K
$145K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.43K- 64.39% |
$64.3K - $70.2K
|
791
$18.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.43K- 3.74% |
$64.5K - $70.4K
|
37K
$854K
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.55K- 4.94% |
$69.5K - $75.9K
|
29.7K
$687K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.58K- 7.18% |
$70.9K - $77.4K
|
20.4K
$471K
|
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.66K- 18.58% |
$74.8K - $81.6K
|
7.29K
$168K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.68K- 27.06% |
$75.7K - $82.6K
|
4.54K
$105K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 7.16% |
$76.3K - $83.3K
|
22K
$509K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.71K- 7.37% |
$76.7K - $83.7K
|
21.4K
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.74K- 12.7% |
$78.2K - $85.3K
|
11.9K
$276K
|
|
|
Nov 02, 2022
Q3 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-1.76K- 17.67% |
$79K - $86.2K
|
8.18K
$189K
|
|
|
Oct 27, 2022
Q3 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-1.78K- 1.94% |
$80.2K - $87.5K
|
90K
$2.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-1.78K- 26.18% |
$80.2K - $87.5K
|
5.03K
$116K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.82K- 20.85% |
$81.8K - $89.2K
|
6.9K
$160K
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.85K- 6.84% |
$83.3K - $90.9K
|
25.2K
$583K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.9K- 2.76% |
$85.6K - $93.5K
|
67.1K
$1.55M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.03K- 5.85% |
$91.1K - $99.5K
|
32.6K
$753K
|
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.04K- 11.01% |
$91.9K - $100K
|
16.5K
$382K
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-2.06K- 1.76% |
$92.6K - $101K
|
115K
$2.65M
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.12K- 10.22% |
$95.5K - $104K
|
18.6K
$431K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2.13K- 3.05% |
$96K - $105K
|
67.8K
$1.57M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.14K- 11.47% |
$96K - $105K
|
16.5K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.17K- 16.95% |
$97.7K - $107K
|
10.6K
$246K
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2.25K- 32.69% |
$101K - $111K
|
4.64K
$107K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.36K- 98.75% |
$106K - $116K
|
30
$693
|
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.4K- 8.9% |
$108K - $118K
|
24.5K
$567K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.42K- 21.94% |
$109K - $119K
|
8.61K
$199K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.54K- 31.06% |
$114K - $125K
|
5.64K
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.59K- 5.23% |
$116K - $127K
|
46.9K
$1.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.61K- 7.47% |
$117K - $128K
|
32.3K
$746K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.69K- 14.33% |
$121K - $132K
|
16.1K
$372K
|
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-2.76K- 6.54% |
$124K - $136K
|
39.5K
$913K
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-2.87K- 32.96% |
$129K - $141K
|
5.83K
$135K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.92K- 4.13% |
$131K - $143K
|
67.8K
$1.57M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.93K- 1.44% |
$132K - $144K
|
200K
$4.62M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.05K- 37.89% |
$137K - $150K
|
5K
$116K
|
|
|
Nov 08, 2022
Q3 2022
|
Appleton Group, LLC
|
SELL
|
- |
-3.3K- 6.63% |
$149K - $162K
|
46.5K
$1.08M
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-3.35K- 10.33% |
$151K - $165K
|
29.1K
$673K
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.42K- 4.0% |
$154K - $168K
|
82.2K
$1.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-3.48K- 22.83% |
$156K - $171K
|
11.7K
$271K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.52K- 9.48% |
$158K - $173K
|
33.6K
$778K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.18K- 96.14% |
$188K - $205K
|
168
$3.88K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.42K- 31.12% |
$199K - $217K
|
9.78K
$226K
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.51K- 4.44% |
$203K - $221K
|
97.1K
$2.24M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.64K- 22.68% |
$208K - $228K
|
15.8K
$365K
|
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-4.68K- 89.76% |
$210K - $230K
|
534
$12.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.77K- 44.43% |
$215K - $234K
|
5.97K
$138K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.78K- 17.59% |
$215K - $235K
|
22.4K
$517K
|