Purchases and Sales Made in Q4 2021 in Schwab Us Aggregate Bond ETF (SCHZ)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-790- 6.2% |
$42.4K - $43.1K
|
11.9K
$275K
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-809- 3.45% |
$43.4K - $44.1K
|
22.6K
$520K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-810- 39.23% |
$43.4K - $44.2K
|
1.26K
$28.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-863- 16.19% |
$46.3K - $47.1K
|
4.47K
$103K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-866- 6.48% |
$46.4K - $47.2K
|
12.5K
$287K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-955- 13.42% |
$51.2K - $52.1K
|
6.16K
$142K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-985- 8.5% |
$52.8K - $53.7K
|
10.6K
$244K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-991- 3.54% |
$53.1K - $54K
|
27K
$621K
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-999- 7.91% |
$53.6K - $54.5K
|
11.6K
$268K
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
SELL
|
- |
-1.07K- 6.06% |
$57.4K - $58.4K
|
16.6K
$382K
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.08K- 2.22% |
$58K - $59K
|
47.6K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 1.94% |
$59.6K - $60.6K
|
56.2K
$1.29M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.17K- 17.35% |
$63K - $64K
|
5.59K
$129K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.18K- 23.44% |
$63.4K - $64.5K
|
3.87K
$88.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-1.18K- 2.82% |
$63.4K - $64.5K
|
40.8K
$938K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.2K- 12.97% |
$64.4K - $65.4K
|
8.05K
$185K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.21K- 17.34% |
$64.8K - $65.9K
|
5.76K
$133K
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.21K- 2.31% |
$64.9K - $66K
|
51.2K
$1.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.22K- 10.57% |
$65.3K - $66.4K
|
10.3K
$237K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.24K- 4.98% |
$66.6K - $67.7K
|
23.7K
$544K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.26K- 3.18% |
$67.8K - $68.9K
|
38.5K
$884K
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.33K- 9.85% |
$71.1K - $72.3K
|
12.1K
$279K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.38K- 1.95% |
$74.1K - $75.3K
|
69.6K
$1.6M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.45KClosed |
$77.9K - $79.2K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.48K- 1.53% |
$79.4K - $80.7K
|
95.5K
$2.19M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.49K- 4.76% |
$80.1K - $81.4K
|
29.9K
$687K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.5K- 5.6% |
$80.4K - $81.7K
|
25.3K
$580K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.56K- 5.98% |
$83.4K - $84.8K
|
24.4K
$562K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.58K- 21.24% |
$84.5K - $85.9K
|
5.84K
$134K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.58K- 21.74% |
$84.9K - $86.4K
|
5.7K
$131K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.6K- 30.69% |
$85.6K - $87K
|
3.6K
$82.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.6K- 5.2% |
$85.8K - $87.2K
|
29.1K
$670K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.68K- 1.67% |
$89.8K - $91.3K
|
98.9K
$2.27M
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.69K- 1.15% |
$90.5K - $92K
|
145K
$3.33M
|
|
|
Jan 31, 2022
Q4 2021
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.74K- 8.25% |
$93K - $94.6K
|
19.3K
$444K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-1.8K- 15.19% |
$96.5K - $98.1K
|
10.1K
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.82K- 15.46% |
$97.7K - $99.3K
|
9.96K
$229K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.83K- 20.82% |
$98K - $99.7K
|
6.95K
$160K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.86K- 5.23% |
$99.7K - $101K
|
33.7K
$775K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.9K- 1.22% |
$102K - $103K
|
153K
$3.53M
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.98K- 10.64% |
$106K - $108K
|
16.7K
$383K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.99KClosed |
$107K - $109K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.99KClosed |
$107K - $109K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 7.71% |
$114K - $116K
|
25.5K
$587K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.18K- 13.01% |
$117K - $119K
|
14.5K
$334K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.18K- 3.23% |
$117K - $119K
|
65.2K
$1.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.19KClosed |
$117K - $119K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.2K- 20.59% |
$118K - $120K
|
8.49K
$195K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.25K- 45.69% |
$121K - $123K
|
2.67K
$61.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.27K- 3.94% |
$122K - $124K
|
55.3K
$1.27M
|