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 05, 2022 Q1 2022
Ddd Partners, LLC

BUY
 -
461
+ 2.77%
$23.1K - $24.7K
17.1K $392K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
405
+ 0.54%
$20.3K - $21.7K
75.7K $1.74M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
377
+ 7.13%
$18.9K - $20.2K
5.66K $130K
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
341
+ 0.8%
$17.1K - $18.3K
42.9K $985K
May 04, 2022 Q1 2022
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
318
+ 2.06%
$15.9K - $17K
15.8K $362K
Apr 22, 2022 Q1 2022
Clay Northam Wealth Management, LLC

BUY
 -
317
+ 0.3%
$15.9K - $17K
106K $2.43M
May 13, 2022 Q1 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
308
+ 1.45%
$15.4K - $16.5K
21.6K $496K
Apr 29, 2022 Q1 2022
Morris Financial Concepts, Inc.

BUY
 -
308
New
$15.4K - $16.5K
308 $7.07K
May 11, 2022 Q1 2022
Us Bancorp \De\

BUY
 -
300
+ 23.9%
$15K - $16.1K
1.56K $35.7K
May 16, 2022 Q1 2022
Seven One Seven Capital Management

Lancaster, PA
BUY
 -
288
+ 0.87%
$14.4K - $15.4K
33.3K $764K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
251
+ 3.11%
$12.6K - $13.4K
8.32K $191K
May 10, 2022 Q1 2022
Cutler Investment Counsel LLC

BUY
 -
231
+ 1.97%
$11.6K - $12.4K
11.9K $274K
May 10, 2022 Q1 2022
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
230
+ 2.74%
$11.5K - $12.3K
8.62K $198K
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
213
+ 0.9%
$10.7K - $11.4K
23.9K $549K
May 06, 2022 Q1 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
209
+ 3.42%
$10.5K - $11.2K
6.31K $145K
May 26, 2022 Q1 2022
Gradient Investments LLC

BUY
 -
185
+ 85.25%
$9.26K - $9.9K
402 $9.23K
May 04, 2022 Q1 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
164
New
$8.21K - $8.78K
164 $3.77K
May 12, 2022 Q1 2022
Facet Wealth, Inc.

BUY
 -
162
+ 0.34%
$8.11K - $8.67K
47.8K $1.1M
Apr 14, 2022 Q1 2022
Rba Wealth Management, LLC

BUY
 -
152
+ 2.54%
$7.61K - $8.14K
6.14K $141K
Apr 08, 2022 Q1 2022
Lowe Wealth Advisors, LLC

BUY
 -
149
New
$7.46K - $7.97K
149 $3.42K
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
114
New
$5.71K - $6.1K
114 $2.62K
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
114
+ 8.17%
$5.71K - $6.1K
1.51K $34.7K
Apr 18, 2022 Q1 2022
Time Scale Financial, Inc.

BUY
 -
98
+ 0.37%
$4.9K - $5.24K
26.5K $608K
Dec 11, 2023 Q1 2022
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
95
+ 0.36%
$4.75K - $5.08K
26.5K $609K
Apr 28, 2022 Q1 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
92
+ 2.29%
$4.6K - $4.92K
4.1K $94.2K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
90
+ 60.0%
$4.5K - $4.82K
240 $5.51K
May 05, 2022 Q1 2022
Savant Capital, LLC

BUY
 -
88
+ 0.19%
$4.4K - $4.71K
47K $1.08M
May 10, 2022 Q1 2022
Allen Capital Group, LLC

BUY
 -
87
+ 1.42%
$4.35K - $4.66K
6.22K $143K
Apr 07, 2022 Q1 2022
Gpwm LLC

BUY
 -
80
+ 4.76%
$4K - $4.28K
1.76K $40.4K
May 09, 2022 Q1 2022
Rinkey Investments

San Diego, CA
BUY
 -
79
+ 0.89%
$3.95K - $4.23K
8.96K $206K
Apr 29, 2022 Q1 2022
All Season Financial Advisors, Inc.

BUY
 -
75
+ 1.06%
$3.75K - $4.01K
7.12K $164K
May 09, 2022 Q1 2022
Black Diamond Financial, LLC

BUY
 -
67
+ 1.32%
$3.35K - $3.59K
5.13K $118K
May 12, 2022 Q1 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
58
+ 0.21%
$2.9K - $3.1K
27.1K $622K
Apr 20, 2022 Q1 2022
Resource Planning Group

BUY
 -
54
+ 0.47%
$2.7K - $2.89K
11.5K $263K
May 10, 2022 Q1 2022
Rkl Wealth Management LLC

BUY
 -
49
+ 0.06%
$2.45K - $2.62K
77.3K $1.78M
May 13, 2022 Q1 2022
Parkside Financial Bank & Trust

BUY
 -
47
+ 0.95%
$2.35K - $2.52K
4.99K $115K
Apr 29, 2022 Q1 2022
Youngs Advisory Group, Inc.

BUY
 -
45
+ 1.12%
$2.25K - $2.41K
4.07K $93.5K
May 04, 2022 Q1 2022
Blue Chip Partners, Inc.

BUY
 -
42
+ 0.37%
$2.1K - $2.25K
11.4K $262K
Apr 28, 2022 Q1 2022
Ahl Investment Management, Inc.

BUY
 -
31
+ 0.73%
$1.55K - $1.66K
4.28K $98.3K
May 10, 2022 Q1 2022
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
25
+ 0.47%
$1.25K - $1.34K
5.33K $122K
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
23
+ 0.75%
$1.15K - $1.23K
3.08K $70.7K
May 16, 2022 Q1 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
20
+ 0.36%
$1K - $1.07K
5.51K $127K
May 03, 2022 Q1 2022
Hoyle Cohen, LLC

BUY
 -
19
+ 0.24%
$951 - $1.02K
7.81K $179K
Apr 25, 2022 Q1 2022
Index Fund Advisors, Inc.

BUY
 -
19
+ 0.23%
$951 - $1.02K
8.17K $188K
Apr 22, 2022 Q1 2022
Umb Bank, N.A.

BUY
 -
18
+ 0.27%
$901 - $963
6.76K $155K
May 16, 2022 Q1 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
17
+ 0.37%
$851 - $910
4.55K $105K
May 16, 2022 Q1 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
12
+ 1.36%
$601 - $642
896 $20.6K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
11
+ 0.96%
$551 - $589
1.16K $26.6K
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

BUY
 -
8
+ 0.34%
$400 - $428
2.38K $54.7K

Track Institutional and Insider Activities on SCHZ

Follow SCHWAB US AGGREGATE BOND ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHZ shares.

Notify only if

Insider Trading

Get notified when an Schwab Us Aggregate Bond ETF insider buys or sells SCHZ shares.

Notify only if

News

Receive news related to SCHWAB US AGGREGATE BOND ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHZ