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
Apr 21, 2022 Q1 2022
Bck Partners, Inc.

BUY
 -
36.5K
New
$1.83M - $1.96M
36.5K $839K
Aug 18, 2023 Q1 2022
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
35.5K
+ 10.3%
$1.78M - $1.9M
380K $8.74M
May 10, 2022 Q1 2022
Ledge Wealth Management, Inc.

BUY
 -
35.5K
New
$1.78M - $1.9M
35.5K $815K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
33.8K
+ 27038.4%
$1.69M - $1.81M
33.9K $779K
May 16, 2022 Q1 2022
Hrt Financial LP

New York, NY
BUY
 -
33.3K
New
$1.67M - $1.78M
33.3K $765K
Apr 21, 2022 Q1 2022
Zhang Financial LLC

BUY
 -
32.9K
+ 143.56%
$1.65M - $1.76M
55.8K $1.28M
May 05, 2022 Q1 2022
Mokosak Advisory Group, LLC

BUY
 -
29.3K
+ 7.43%
$1.46M - $1.57M
423K $9.72M
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
28.8K
New
$1.44M - $1.54M
28.8K $662K
Apr 25, 2022 Q1 2022
Capital Cs Group, LLC

BUY
 -
27.9K
New
$1.4M - $1.5M
27.9K $642K
May 17, 2022 Q1 2022
Milliman Financial Risk Management LLC

Chicago, IL
BUY
 -
27K
+ 0.8%
$1.35M - $1.44M
3.41M $78.3M
May 10, 2022 Q1 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
26.9K
+ 23.61%
$1.35M - $1.44M
141K $3.23M
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

BUY
 -
26.9K
+ 1366.5%
$1.35M - $1.44M
28.8K $663K
Apr 22, 2022 Q1 2022
Morgan Rosel Wealth Management, LLC

BUY
 -
25.4K
+ 9.25%
$1.27M - $1.36M
300K $6.89M
May 03, 2022 Q1 2022
Firethorn Wealth Partners, LLC

BUY
 -
25.2K
+ 221.69%
$1.26M - $1.35M
36.5K $838K
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

BUY
 -
24.1K
+ 138.43%
$1.21M - $1.29M
41.5K $954K
May 02, 2022 Q1 2022
Patriot Investment Management Inc.

BUY
 -
23.9K
+ 8.79%
$1.2M - $1.28M
295K $6.79M
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
23.6K
New
$1.18M - $1.26M
23.6K $542K
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

BUY
 -
23.2K
+ 40.68%
$1.16M - $1.24M
80.3K $1.84M
Apr 06, 2022 Q1 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
23.2K
+ 42.17%
$1.16M - $1.24M
78.3K $1.8M
Apr 22, 2022 Q1 2022
Western Financial Corporation

BUY
 -
23.2K
New
$1.16M - $1.24M
23.2K $532K
Apr 27, 2022 Q1 2022
Baker Tilly Wealth Management, LLC

BUY
 -
22.7K
New
$1.14M - $1.22M
22.7K $522K
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
22.3K
+ 50.61%
$1.12M - $1.19M
66.4K $1.52M
Apr 18, 2022 Q1 2022
Procyon Advisors, LLC

BUY
 -
21.6K
+ 13.42%
$1.08M - $1.16M
183K $4.19M
Apr 27, 2022 Q1 2022
Hengehold Capital Management LLC

BUY
 -
21.5K
+ 1.44%
$1.08M - $1.15M
1.51M $34.7M
May 04, 2022 Q1 2022
Lex Aurum Advisors, LLC

BUY
 -
21.3K
New
$1.07M - $1.14M
21.3K $490K
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
21.3K
+ 59.21%
$1.06M - $1.14M
57.1K $1.31M
Apr 07, 2022 Q1 2022
Mc Adam, LLC

BUY
 -
21K
+ 1.47%
$1.05M - $1.13M
1.45M $33.3M
May 10, 2022 Q1 2022
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
20.3K
+ 3.29%
$1.01M - $1.08M
636K $14.6M
May 11, 2022 Q1 2022
Towercrest Capital Management

Newtown, PA
BUY
 -
20.3K
+ 3.29%
$1.01M - $1.08M
636K $14.6M
Apr 28, 2022 Q1 2022
Midwest Heritage Bank, Fsb

BUY
 -
20.2K
New
$1.01M - $1.08M
20.2K $464K
May 26, 2022 Q1 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
18.7K
New
$936K - $1M
18.7K $429K
Apr 28, 2022 Q1 2022
Krilogy Financial LLC

BUY
 -
18.4K
+ 2.03%
$922K - $986K
927K $21.3M
May 18, 2022 Q1 2022
Sawgrass Asset Management LLC

BUY
 -
17.4K
New
$869K - $929K
17.4K $399K
May 25, 2022 Q1 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
17.4K
New
$869K - $929K
17.4K $399K
May 13, 2022 Q1 2022
Holistic Financial Partners

BUY
 -
17.3K
+ 8.27%
$864K - $924K
226K $5.19M
May 03, 2022 Q1 2022
Smith & Howard Wealth Management, LLC

BUY
 -
17K
New
$850K - $909K
17K $390K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
16.7K
+ 0.59%
$836K - $894K
2.85M $65.6M
May 16, 2022 Q1 2022
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
16.6K
New
$831K - $889K
16.6K $381K
May 02, 2022 Q1 2022
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
16.2K
+ 14.33%
$812K - $869K
129K $2.97M
Apr 20, 2022 Q1 2022
Transcend Capital Advisors, LLC

BUY
 -
15.5K
New
$773K - $827K
15.5K $355K
May 03, 2022 Q1 2022
Motive Wealth Advisors

BUY
 -
14.3K
New
$717K - $766K
14.3K $329K
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

BUY
 -
14.2K
+ 238.03%
$711K - $760K
20.2K $463K
Apr 12, 2022 Q1 2022
Cooper Financial Group

BUY
 -
13.9K
New
$697K - $746K
13.9K $320K
Apr 28, 2022 Q1 2022
Friedenthal Financial

BUY
 -
13.2K
+ 6.61%
$662K - $708K
213K $4.9M
Apr 27, 2022 Q1 2022
Beacon Financial Advisory LLC

BUY
 -
12.4K
New
$620K - $663K
12.4K $285K
Apr 21, 2022 Q1 2022
Mayflower Financial Advisors, LLC

BUY
 -
11.8K
New
$589K - $629K
11.8K $270K
May 10, 2022 Q1 2022
Mirae Asset Global Investments Co., Ltd.

BUY
 -
11.6K
New
$582K - $623K
11.6K $267K
May 16, 2022 Q1 2022
Stokes Family Office, LLC

BUY
 -
11.6K
New
$578K - $618K
11.6K $265K
May 05, 2022 Q1 2022
True Wealth Advisors, LLC

BUY
 -
11.2K
New
$561K - $600K
11.2K $258K

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