Purchases and Sales Made in Q1 2022 in Schwab Us Aggregate Bond ETF (SCHZ)
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 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-47.9K- 32.45% |
$2.4M - $2.56M
|
99.8K
$2.29M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-59.7KClosed |
$2.99M - $3.19M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-60.2K- 52.16% |
$3.01M - $3.22M
|
55.2K
$1.27M
|
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-63.6KClosed |
$3.18M - $3.4M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-68.9K- 50.96% |
$3.45M - $3.69M
|
66.3K
$1.52M
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
SELL
|
- |
-75.8K- 84.55% |
$3.79M - $4.05M
|
13.8K
$318K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-79.6KClosed |
$3.98M - $4.26M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-80.7K- 26.32% |
$4.04M - $4.32M
|
226K
$5.19M
|
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
SELL
|
- |
-86.2KClosed |
$4.31M - $4.61M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-105K- 51.21% |
$5.26M - $5.63M
|
100K
$2.3M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-107K- 10.76% |
$5.35M - $5.72M
|
887K
$20.4M
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-107K- 91.94% |
$5.37M - $5.74M
|
9.4K
$216K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-112KClosed |
$5.62M - $6.01M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-117K- 21.99% |
$5.85M - $6.26M
|
415K
$9.53M
|
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-119K- 12.69% |
$5.96M - $6.38M
|
820K
$18.8M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-121K- 42.87% |
$6.03M - $6.45M
|
161K
$3.69M
|
|
|
May 09, 2022
Q1 2022
|
Tenret CO LLC
|
SELL
|
- |
-143K- 55.59% |
$7.18M - $7.67M
|
115K
$2.63M
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-152K- 90.56% |
$7.61M - $8.13M
|
15.8K
$364K
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-191K- 71.2% |
$9.58M - $10.2M
|
77.4K
$1.78M
|
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-200KClosed |
$10M - $10.7M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-233K- 84.27% |
$11.7M - $12.5M
|
43.6K
$1M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-387K- 82.85% |
$19.3M - $20.7M
|
80K
$1.84M
|
|
|
May 16, 2022
Q1 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-400KClosed |
$20M - $21.4M
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-404K- 30.59% |
$20.2M - $21.6M
|
917K
$21.1M
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-550KClosed |
$27.5M - $29.4M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-625K- 68.77% |
$31.3M - $33.5M
|
284K
$6.53M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-924K- 37.95% |
$46.2M - $49.4M
|
1.51M
$34.7M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-970K- 48.36% |
$48.5M - $51.9M
|
1.04M
$23.8M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.1M- 5.38% |
$55.3M - $59.1M
|
19.4M
$446M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.79M- 48.28% |
$89.5M - $95.8M
|
1.92M
$44M
|
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.87MClosed |
$144M - $154M
|
0
$0
|