Purchases and Sales Made in Q1 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 Q1 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
May 27, 2022 Q1 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
13.7M
+ 5033.46%
$686M - $734M
14M $320M
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.19M
+ 35.95%
$59.4M - $63.5M
4.49M $103M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
1.06M
+ 2732.14%
$52.9M - $56.6M
1.1M $25.1M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
753K
+ 206.06%
$37.7M - $40.3M
1.12M $25.6M
Apr 27, 2022 Q1 2022
Legacy Wealth Management, Inc

BUY
 -
575K
+ 12877.0%
$28.8M - $30.8M
580K $13.3M
Apr 27, 2022 Q1 2022
Horst & Graben Wealth Management LLC

BUY
 -
440K
New
$22M - $23.5M
440K $10.1M
Jun 08, 2022 Q1 2022
American Trust

Lexington, KY
BUY
 -
429K
New
$21.5M - $23M
429K $9.82M
May 06, 2022 Q1 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
399K
New
$20M - $21.4M
399K $9.13M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
342K
New
$17.1M - $18.3M
342K $7.83M
Apr 18, 2022 Q1 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
338K
+ 6.1%
$16.9M - $18.1M
5.89M $135M
May 03, 2023 Q1 2022
Kilter Howling LLC

Boulder, CO
BUY
 -
239K
+ 71.54%
$12M - $12.8M
573K $13.1M
May 05, 2022 Q1 2022
West Wealth Group, LLC

BUY
 -
228K
New
$11.4M - $12.2M
228K $5.22M
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
223K
New
$11.2M - $12M
223K $5.11M
May 16, 2022 Q1 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
209K
New
$10.5M - $11.2M
209K $4.79M
Apr 13, 2022 Q1 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
209K
New
$10.4M - $11.2M
209K $4.78M
May 13, 2022 Q1 2022
Total Wealth Planning, LLC

BUY
 -
178K
+ 37.16%
$8.92M - $9.54M
658K $15.1M
May 06, 2022 Q1 2022
Austin Private Wealth, LLC

BUY
 -
171K
New
$8.54M - $9.13M
171K $3.9M
Apr 29, 2022 Q1 2022
Clearview Wealth Advisors LLC

BUY
 -
170K
New
$8.49M - $9.08M
170K $3.88M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
165K
New
$8.24M - $8.81M
165K $3.77M
Apr 27, 2022 Q1 2022
Jmg Financial Group, Ltd.

BUY
 -
164K
+ 500.61%
$8.19M - $8.76M
196K $4.49M
Apr 25, 2022 Q1 2022
Flc Capital Advisors

BUY
 -
147K
New
$7.33M - $7.84M
147K $3.35M
Apr 25, 2022 Q1 2022
Tnf LLC

BUY
 -
129K
New
$6.45M - $6.9M
129K $2.95M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
123K
+ 3077.74%
$6.16M - $6.59M
127K $2.91M
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
115K
+ 3.12%
$5.78M - $6.18M
3.81M $87.2M
Apr 19, 2022 Q1 2022
Security Financial Services, Inc.

BUY
 -
114K
New
$5.71M - $6.1M
114K $2.61M
Apr 22, 2022 Q1 2022
Econ Financial Services Corp

BUY
 -
113K
+ 413.62%
$5.65M - $6.05M
140K $3.21M
Apr 18, 2022 Q1 2022
Spectrum Planning & Advisory Services Inc.

BUY
 -
108K
New
$5.4M - $5.78M
108K $2.47M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
107K
+ 85.48%
$5.34M - $5.71M
231K $5.3M
Apr 25, 2022 Q1 2022
Aries Wealth Management

BUY
 -
104K
New
$5.2M - $5.57M
104K $2.38M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
96.9K
New
$4.85M - $5.18M
96.9K $2.22M
May 12, 2022 Q1 2022
Fund Evaluation Group, LLC

Cincinnati, OH
BUY
 -
93.5K
New
$4.68M - $5M
93.5K $2.14M
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
92.2K
+ 20.97%
$4.61M - $4.93M
532K $12.2M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
90.3K
+ 46.75%
$4.52M - $4.83M
283K $6.49M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
84.8K
New
$4.25M - $4.54M
84.8K $1.94M
May 13, 2022 Q1 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
84K
New
$4.2M - $4.49M
84K $1.92M
May 16, 2022 Q1 2022
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
72.9K
New
$3.65M - $3.9M
72.9K $1.67M
May 10, 2022 Q1 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
68.4K
New
$3.42M - $3.66M
68.4K $1.57M
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
64K
+ 42.35%
$3.2M - $3.42M
215K $4.92M
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

BUY
 -
63.7K
+ 106.98%
$3.19M - $3.41M
123K $2.82M
Apr 29, 2022 Q1 2022
Fidelis I M, LLC

Medford, OR
BUY
 -
57.5K
New
$2.88M - $3.07M
57.5K $1.32M
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
52.5K
New
$2.63M - $2.81M
52.5K $1.2M
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

BUY
 -
48.2K
New
$2.41M - $2.58M
48.2K $1.1M
Apr 19, 2022 Q1 2022
Apeiron Ria LLC

BUY
 -
44.9K
New
$2.25M - $2.4M
44.9K $1.03M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
42.5K
New
$2.13M - $2.27M
42.5K $973K
May 17, 2022 Q1 2022
Laraway Financial Advisors Inc

Saint Cloud, MN
BUY
 -
40.8K
+ 246.55%
$2.04M - $2.18M
57.3K $1.31M
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
38.9K
+ 2.92%
$1.94M - $2.08M
1.37M $31.4M
May 05, 2022 Q1 2022
Integrity Advisory, LLC

BUY
 -
37.8K
New
$1.89M - $2.02M
37.8K $865K
May 16, 2022 Q1 2022
Adamsbrown Wealth Consultants LLC

BUY
 -
37.6K
+ 14.53%
$1.88M - $2.01M
297K $6.79M
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
37.1K
+ 712.11%
$1.86M - $1.99M
42.3K $968K

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