Purchases and Sales Made in Q4 2021 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 Q4 2021. 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
Feb 08, 2022 Q4 2021
Advisory Services & Investments, LLC

SELL
 -
-7.73K
- 1.63%
$415K - $421K
467K $10.7M
Feb 17, 2022 Q4 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-7.8K
- 24.15%
$419K - $425K
24.5K $564K
Feb 14, 2022 Q4 2021
Hrt Financial LP

New York, NY
SELL
 -
-7.81K
Closed
$419K - $426K
0 $0
Feb 14, 2022 Q4 2021
Liberty Capital Management, Inc.

SELL
 -
-7.82K
- 57.23%
$419K - $426K
5.84K $134K
Feb 11, 2022 Q4 2021
Trinity Point Wealth, LLC

SELL
 -
-8.16K
- 43.83%
$438K - $445K
10.5K $240K
Feb 14, 2022 Q4 2021
Financial Architects, Inc

Marlton, NJ
SELL
 -
-8.32K
- 2.99%
$446K - $453K
270K $6.2M
Feb 10, 2022 Q4 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-8.48K
- 0.41%
$455K - $462K
2.05M $47.1M
Jan 19, 2022 Q4 2021
Time Scale Financial, Inc.

SELL
 -
-9.55K
- 26.59%
$512K - $521K
26.4K $606K
Feb 11, 2022 Q4 2021
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-9.82K
- 26.86%
$527K - $535K
26.7K $615K
Jan 27, 2022 Q4 2021
Tap Consulting, LLC

SELL
 -
-10K
- 3.16%
$538K - $547K
307K $7.05M
Feb 14, 2022 Q4 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-11.2K
Closed
$602K - $612K
0 $0
Jan 14, 2022 Q4 2021
Fundamentun, LLC

Beachwood, OH
SELL
 -
-11.4K
Closed
$613K - $623K
0 $0
Feb 11, 2022 Q4 2021
Financial Advisory Service, Inc.

SELL
 -
-12.1K
- 4.74%
$650K - $661K
244K $5.6M
Jan 19, 2022 Q4 2021
Advisor Net Financial, Inc

SELL
 -
-13.8K
- 12.48%
$742K - $754K
97K $2.23M
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

SELL
 -
-14.9K
- 36.06%
$801K - $815K
26.5K $609K
Feb 14, 2022 Q4 2021
Fca Corp

Houston, TX
SELL
 -
-15.4K
- 60.47%
$828K - $842K
10.1K $232K
Feb 14, 2022 Q4 2021
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-15.6K
- 9.77%
$834K - $848K
144K $3.3M
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-15.7K
- 1.56%
$844K - $858K
993K $22.8M
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-16.2K
Closed
$871K - $886K
0 $0
Feb 14, 2022 Q4 2021
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-17.7K
- 6.03%
$947K - $963K
275K $6.33M
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-18.4K
- 4.8%
$989K - $1.01M
365K $8.4M
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-22.9K
- 49.03%
$1.23M - $1.25M
23.8K $548K
Jan 20, 2022 Q4 2021
Bangor Savings Bank

Bangor, ME
SELL
 -
-24.1K
- 8.72%
$1.29M - $1.31M
252K $5.8M
Jan 21, 2022 Q4 2021
Columbus Macro, LLC

SELL
 -
-26K
Closed
$1.39M - $1.42M
0 $0
Jan 24, 2022 Q4 2021
Omega Financial Group, LLC

SELL
 -
-26.6K
- 20.19%
$1.43M - $1.45M
105K $2.42M
Jan 28, 2022 Q4 2021
Ota Financial Group L.P.

SELL
 -
-27.5K
Closed
$1.47M - $1.5M
0 $0
Jan 18, 2022 Q4 2021
Newman Dignan & Sheerar, Inc.

SELL
 -
-32.4K
- 19.3%
$1.73M - $1.76M
135K $3.11M
Jan 18, 2022 Q4 2021
Sargent Bickham Lagudis LLC

SELL
 -
-32.4K
- 33.77%
$1.74M - $1.77M
63.6K $1.46M
Feb 14, 2022 Q4 2021
Mariner, LLC

Overland Park, KS
SELL
 -
-32.6K
- 2.53%
$1.75M - $1.78M
1.26M $28.9M
Feb 14, 2022 Q4 2021
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-33.7K
- 7.13%
$1.81M - $1.84M
440K $10.1M
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-37.1K
Closed
$1.99M - $2.02M
0 $0
Jan 21, 2022 Q4 2021
Ewg Elevate Inc.

SELL
 -
-42.7K
Closed
$2.29M - $2.33M
0 $0
Jan 31, 2022 Q4 2021
1900 Wealth Management LLC

SELL
 -
-55.5K
- 40.53%
$2.98M - $3.03M
81.4K $1.87M
Jan 31, 2022 Q4 2021
Pring Turner Capital Group Inc

Walnut Creek, CA
SELL
 -
-66.9K
Closed
$3.59M - $3.65M
0 $0
Feb 14, 2022 Q4 2021
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-70.3K
- 49.99%
$3.77M - $3.83M
70.3K $1.62M
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-77.3K
Closed
$4.14M - $4.21M
0 $0
Jan 27, 2022 Q4 2021
Krilogy Financial LLC

SELL
 -
-105K
- 10.4%
$5.66M - $5.75M
909K $20.9M
Feb 01, 2022 Q4 2021
D.B. Root & Company, LLC

SELL
 -
-176K
- 54.42%
$9.46M - $9.61M
148K $3.4M
Jan 12, 2022 Q4 2021
Kohmann Bosshard Financial Services, LLC

SELL
 -
-186K
- 27.9%
$9.97M - $10.1M
480K $11M
Feb 09, 2022 Q4 2021
Total Wealth Planning, LLC

SELL
 -
-189K
- 28.28%
$10.1M - $10.3M
480K $11M
Feb 10, 2022 Q4 2021
Old Mission Capital LLC

SELL
 -
-203K
Closed
$10.9M - $11.1M
0 $0
Feb 09, 2022 Q4 2021
Apriem Advisors

Irvine, CA
SELL
 -
-264K
- 28.2%
$14.1M - $14.4M
671K $15.4M
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

SELL
 -
-268K
- 93.22%
$14.3M - $14.6M
19.4K $447K
Feb 08, 2022 Q4 2021
Bank Of America Corp

Charlotte, NC
SELL
 -
-283K
- 39.96%
$15.2M - $15.4M
425K $9.77M
Feb 15, 2022 Q4 2021
Jane Street Group, LLC

New York, NY
SELL
 -
-325K
Closed
$17.4M - $17.7M
0 $0
Feb 09, 2022 Q4 2021
Connectus Wealth, LLC

Cincinnati, OH
SELL
 -
-395K
Closed
$21.2M - $21.5M
0 $0
Feb 04, 2022 Q4 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-643K
- 32.54%
$34.5M - $35M
1.33M $30.6M
Jan 25, 2022 Q4 2021
Blue Sky Wealth Advisors, LLC

SELL
 -
-4.69M
- 83.33%
$252M - $256M
939K $21.6M

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