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 15, 2022 Q4 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
58
+ 0.16%
$3.11K - $3.16K
36.7K $845K
Feb 08, 2022 Q4 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
48
+ 0.7%
$2.57K - $2.62K
6.89K $158K
Feb 14, 2022 Q4 2021
Bsw Wealth Partners

Boulder, CO
BUY
 -
43
+ 0.62%
$2.31K - $2.34K
6.99K $161K
Feb 16, 2022 Q4 2021
Sja Financial Advisory, LLC

BUY
 -
39
+ 0.69%
$2.09K - $2.13K
5.73K $132K
Feb 07, 2022 Q4 2021
Redw Wealth LLC

BUY
 -
38
+ 0.36%
$2.04K - $2.07K
10.5K $241K
Feb 11, 2022 Q4 2021
Hoyle Cohen, LLC

BUY
 -
37
+ 0.48%
$1.98K - $2.02K
7.79K $179K
Jan 18, 2022 Q4 2021
Alpha Omega Wealth Management LLC

BUY
 -
37
+ 0.19%
$1.98K - $2.02K
20K $460K
Feb 10, 2022 Q4 2021
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
31
+ 0.69%
$1.66K - $1.69K
4.54K $104K
Jan 27, 2022 Q4 2021
Meridian Wealth Management, LLC

BUY
 -
30
+ 0.7%
$1.61K - $1.64K
4.31K $99.1K
Jan 19, 2022 Q4 2021
Aevitas Wealth Management, Inc.

BUY
 -
30
+ 0.69%
$1.61K - $1.64K
4.35K $100K
Feb 15, 2022 Q4 2021
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
15
+ 1.73%
$804 - $818
884 $20.3K
Feb 07, 2022 Q4 2021
Mc Carthy Asset Management, Inc.

BUY
 -
15
+ 1.99%
$804 - $818
767 $17.6K
Jan 24, 2022 Q4 2021
Cordasco Financial Network

BUY
 -
15
New
$804 - $818
15 $345
Feb 14, 2022 Q4 2021
Barry Investment Advisors, LLC

BUY
 -
14
+ 0.35%
$751 - $763
3.99K $91.7K
Jan 26, 2022 Q4 2021
Lincoln National Corp

BUY
 -
14
+ 0.05%
$751 - $763
26.8K $617K
Feb 09, 2022 Q4 2021
Aquire Wealth Advisors, LLC

BUY
 -
13
New
$697 - $709
13 $299
Feb 02, 2022 Q4 2021
Townsend Asset Management Corp

BUY
 -
10
+ 0.51%
$536 - $545
1.96K $45K
Feb 15, 2022 Q4 2021
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
10
New
$536 - $545
10 $230
Feb 14, 2022 Q4 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
8
+ 0.73%
$429 - $436
1.11K $25.4K
Feb 14, 2022 Q4 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
8
+ 0.75%
$429 - $436
1.07K $24.6K
Feb 07, 2022 Q4 2021
Wfa Of San Diego, LLC

BUY
 -
6
+ 0.27%
$322 - $327
2.22K $51.1K
Jan 25, 2022 Q4 2021
Macroview Investment Management LLC

BUY
 -
5
+ 0.7%
$268 - $273
717 $16.5K
Feb 11, 2022 Q4 2021
Cutler Investment Counsel LLC

BUY
 -
2
+ 0.02%
$107 - $109
11.7K $269K
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
2
+ 1.63%
$107 - $109
125 $2.87K
Mar 14, 2022 Q4 2021
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
2
New
$107 - $109
2 $46
Feb 14, 2022 Q4 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2
+ 0.49%
$107 - $109
411 $9.45K
Feb 14, 2022 Q4 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
1
+ 0.02%
$53.6 - $54.5
5.78K $133K
Feb 11, 2022 Q4 2021
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
1
+ 0.01%
$53.6 - $54.5
10.1K $233K
Mar 09, 2022 Q4 2021
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1
+ 0.03%
$53.6 - $54.5
2.92K $67.1K
Jan 25, 2022 Q4 2021
All Season Financial Advisors, Inc.

SELL
 -
-1
- 0.01%
$53.6 - $54.5
7.05K $162K
Feb 08, 2022 Q4 2021
Goldstein Munger & Associates

San Ramon, CA
SELL
 -
-10
- 0.19%
$536 - $545
5.23K $120K
Jan 28, 2022 Q4 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-12
Closed
$644 - $654
0 $0
Jan 27, 2022 Q4 2021
Signet Investment Advisory Group, Inc.

SELL
 -
-15
- 0.1%
$804 - $818
15.4K $355K
Feb 14, 2022 Q4 2021
Tradition Wealth Management, LLC

SELL
 -
-17
- 0.28%
$912 - $927
6.09K $140K
Feb 09, 2022 Q4 2021
Plante Moran Financial Advisors, LLC

SELL
 -
-19
Closed
$1.02K - $1.04K
0 $0
Jan 19, 2022 Q4 2021
West Financial Advisors, LLC

SELL
 -
-21
- 0.31%
$1.13K - $1.14K
6.75K $155K
Jan 26, 2022 Q4 2021
Aj Wealth Strategies, LLC

SELL
 -
-22
- 0.02%
$1.18K - $1.2K
96.6K $2.22M
Feb 02, 2022 Q4 2021
Aptus Capital Advisors, LLC

SELL
 -
-30
- 13.64%
$1.61K - $1.64K
190 $4.37K
Jan 19, 2022 Q4 2021
Marquette Asset Management, LLC

SELL
 -
-36
- 0.15%
$1.93K - $1.96K
24.3K $558K
Feb 14, 2022 Q4 2021
Blair William & CO

Chicago, IL
SELL
 -
-46
- 7.84%
$2.47K - $2.51K
541 $12.4K
Feb 15, 2022 Q4 2021
Zacks Investment Management

Chicago, IL
SELL
 -
-51
- 0.75%
$2.74K - $2.78K
6.72K $154K
Feb 07, 2022 Q4 2021
Financial Consulate, Inc

SELL
 -
-52
- 0.53%
$2.79K - $2.84K
9.83K $226K
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-58
Closed
$3.11K - $3.16K
0 $0
Jan 19, 2022 Q4 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-58
Closed
$3.11K - $3.16K
0 $0
Jan 24, 2022 Q4 2021
Tompkins Financial Corp

SELL
 -
-60
Closed
$3.22K - $3.27K
0 $0
Jan 19, 2022 Q4 2021
Vista Wealth Management Group, LLC

SELL
 -
-72
- 0.19%
$3.86K - $3.93K
38K $873K
Feb 14, 2022 Q4 2021
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-78
- 5.29%
$4.18K - $4.25K
1.4K $32.1K
Feb 14, 2022 Q4 2021
Alterity Financial Group, LLC

Bangor, ME
SELL
 -
-84
- 1.78%
$4.5K - $4.58K
4.65K $107K
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

SELL
 -
-94
- 4.56%
$5.04K - $5.12K
1.97K $45.2K

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