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 $319M
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.19M
+ 35.95%
$59.4M - $63.5M
4.49M $102M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
1.06M
+ 2732.14%
$52.9M - $56.6M
1.1M $25M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
753K
+ 206.06%
$37.7M - $40.3M
1.12M $25.5M
Apr 27, 2022 Q1 2022
Legacy Wealth Management, Inc

BUY
 -
575K
+ 12877.0%
$28.8M - $30.8M
580K $13.2M
Apr 27, 2022 Q1 2022
Horst & Graben Wealth Management LLC

BUY
 -
440K
New
$22M - $23.5M
440K $10M
Jun 08, 2022 Q1 2022
American Trust

Lexington, KY
BUY
 -
429K
New
$21.5M - $23M
429K $9.79M
May 06, 2022 Q1 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
399K
New
$20M - $21.4M
399K $9.1M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
342K
New
$17.1M - $18.3M
342K $7.81M
Apr 18, 2022 Q1 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
338K
+ 6.1%
$16.9M - $18.1M
5.89M $134M
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 $5.2M
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
223K
New
$11.2M - $12M
223K $5.09M
May 16, 2022 Q1 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
209K
New
$10.5M - $11.2M
209K $4.77M
Apr 13, 2022 Q1 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
209K
New
$10.4M - $11.2M
209K $4.76M
May 13, 2022 Q1 2022
Total Wealth Planning, LLC

BUY
 -
178K
+ 37.16%
$8.92M - $9.54M
658K $15M
May 06, 2022 Q1 2022
Austin Private Wealth, LLC

BUY
 -
171K
New
$8.54M - $9.13M
171K $3.89M
Apr 29, 2022 Q1 2022
Clearview Wealth Advisors LLC

BUY
 -
170K
New
$8.49M - $9.08M
170K $3.87M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
165K
New
$8.24M - $8.81M
165K $3.75M
Apr 27, 2022 Q1 2022
Jmg Financial Group, Ltd.

BUY
 -
164K
+ 500.61%
$8.19M - $8.76M
196K $4.48M
Apr 25, 2022 Q1 2022
Flc Capital Advisors

BUY
 -
147K
New
$7.33M - $7.84M
147K $3.34M
Apr 25, 2022 Q1 2022
Tnf LLC

BUY
 -
129K
New
$6.45M - $6.9M
129K $2.94M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
123K
+ 3077.74%
$6.16M - $6.59M
127K $2.9M
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
115K
+ 3.12%
$5.78M - $6.18M
3.81M $86.9M
Apr 19, 2022 Q1 2022
Security Financial Services, Inc.

BUY
 -
114K
New
$5.71M - $6.1M
114K $2.6M
Apr 22, 2022 Q1 2022
Econ Financial Services Corp

BUY
 -
113K
+ 413.62%
$5.65M - $6.05M
140K $3.2M
Apr 18, 2022 Q1 2022
Spectrum Planning & Advisory Services Inc.

BUY
 -
108K
New
$5.4M - $5.78M
108K $2.46M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
107K
+ 85.48%
$5.34M - $5.71M
231K $5.28M
Apr 25, 2022 Q1 2022
Aries Wealth Management

BUY
 -
104K
New
$5.2M - $5.57M
104K $2.37M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
96.9K
New
$4.85M - $5.18M
96.9K $2.21M
May 12, 2022 Q1 2022
Fund Evaluation Group, LLC

Cincinnati, OH
BUY
 -
93.5K
New
$4.68M - $5M
93.5K $2.13M
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
92.2K
+ 20.97%
$4.61M - $4.93M
532K $12.1M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
90.3K
+ 46.75%
$4.52M - $4.83M
283K $6.46M
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 $1.66M
May 10, 2022 Q1 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
68.4K
New
$3.42M - $3.66M
68.4K $1.56M
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
64K
+ 42.35%
$3.2M - $3.42M
215K $4.9M
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

BUY
 -
63.7K
+ 106.98%
$3.19M - $3.41M
123K $2.81M
Apr 29, 2022 Q1 2022
Fidelis I M, LLC

Medford, OR
BUY
 -
57.5K
New
$2.88M - $3.07M
57.5K $1.31M
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 $1.02M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
42.5K
New
$2.13M - $2.27M
42.5K $970K
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 $31.3M
May 05, 2022 Q1 2022
Integrity Advisory, LLC

BUY
 -
37.8K
New
$1.89M - $2.02M
37.8K $862K
May 16, 2022 Q1 2022
Adamsbrown Wealth Consultants LLC

BUY
 -
37.6K
+ 14.53%
$1.88M - $2.01M
297K $6.77M
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
37.1K
+ 712.11%
$1.86M - $1.99M
42.3K $965K

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