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 09, 2022 Q1 2022
Lincoln National Corp

BUY
 -
7
+ 0.03%
$350 - $375
26.8K $617K
May 05, 2022 Q1 2022
Larson Financial Group LLC

BUY
 -
6
+ 0.14%
$300 - $321
4.23K $97.1K
May 03, 2022 Q1 2022
Clearwater Capital Advisors, LLC

BUY
 -
5
+ 0.11%
$250 - $268
4.45K $102K
Apr 22, 2022 Q1 2022
Main Street Financial Solutions, LLC

BUY
 -
5
+ 0.06%
$250 - $268
9.06K $208K
May 13, 2022 Q1 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
4
+ 0.36%
$200 - $214
1.11K $25.5K
May 11, 2022 Q1 2022
Mc Carthy Asset Management, Inc.

BUY
 -
3
+ 0.39%
$150 - $161
770 $17.7K
May 17, 2022 Q1 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2
+ 0.49%
$100 - $107
413 $9.49K
May 17, 2022 Q1 2022
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
2
+ 0.54%
$100 - $107
374 $8.59K
May 02, 2022 Q1 2022
Macroview Investment Management LLC

BUY
 -
2
+ 0.28%
$100 - $107
719 $16.5K
Apr 18, 2022 Q1 2022
Tilia Fiduciary Partners, Inc.

BUY
 -
2
+ 0.16%
$100 - $107
1.22K $28.1K
Apr 21, 2022 Q1 2022
Blue Bell Private Wealth Management, LLC

BUY
 -
1
New
$50.1 - $53.5
1 $23
May 10, 2022 Q1 2022
Horan Securities, Inc.

SELL
 -
-4
- 0.22%
$200 - $214
1.84K $42.4K
May 03, 2022 Q1 2022
Future Financial Wealth Managment LLC

SELL
 -
-7
- 0.23%
$350 - $375
3.03K $69.6K
May 12, 2022 Q1 2022
Meridian Wealth Management, LLC

SELL
 -
-12
- 0.28%
$601 - $642
4.3K $98.7K
Apr 28, 2022 Q1 2022
Aquire Wealth Advisors, LLC

SELL
 -
-13
Closed
$651 - $696
0 $0
Apr 21, 2022 Q1 2022
Cordasco Financial Network

SELL
 -
-15
Closed
$751 - $803
0 $0
Apr 29, 2022 Q1 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-18
- 3.45%
$901 - $963
503 $11.6K
Apr 28, 2022 Q1 2022
Townsend Asset Management Corp

SELL
 -
-19
- 0.97%
$951 - $1.02K
1.94K $44.6K
Apr 27, 2022 Q1 2022
Shearwater Capital LLC

SELL
 -
-20
- 1.78%
$1K - $1.07K
1.11K $25.4K
Apr 19, 2022 Q1 2022
Lathrop Investment Management Corp

SELL
 -
-22
- 0.11%
$1.1K - $1.18K
19.3K $443K
Apr 25, 2022 Q1 2022
Private Ocean, LLC

SELL
 -
-24
- 2.85%
$1.2K - $1.28K
818 $18.8K
Apr 08, 2022 Q1 2022
Optimum Investment Advisors

SELL
 -
-31
- 0.82%
$1.55K - $1.66K
3.74K $85.9K
May 16, 2022 Q1 2022
Bsw Wealth Partners

Boulder, CO
SELL
 -
-35
- 0.5%
$1.75K - $1.87K
6.95K $160K
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-35
- 0.78%
$1.75K - $1.87K
4.46K $102K
May 16, 2022 Q1 2022
Elmwood Wealth Management, Inc.

SELL
 -
-40
Closed
$2K - $2.14K
0 $0
May 05, 2022 Q1 2022
Janiczek Wealth Management, LLC

SELL
 -
-48
- 0.07%
$2.4K - $2.57K
69.1K $1.59M
Apr 29, 2022 Q1 2022
Gradient Capital Advisors, LLC

SELL
 -
-51
- 0.13%
$2.55K - $2.73K
38.2K $878K
May 04, 2022 Q1 2022
Endowment Wealth Management, Inc.

Appleton, WI
SELL
 -
-64
- 0.61%
$3.2K - $3.43K
10.4K $240K
May 16, 2022 Q1 2022
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-67
Closed
$3.35K - $3.59K
0 $0
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-74
Closed
$3.7K - $3.96K
0 $0
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-77
- 0.64%
$3.85K - $4.12K
11.9K $273K
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

SELL
 -
-78
- 0.58%
$3.9K - $4.17K
13.4K $307K
May 03, 2022 Q1 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-79
- 1.37%
$3.95K - $4.23K
5.7K $131K
May 05, 2022 Q1 2022
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-99
- 1.53%
$4.95K - $5.3K
6.39K $147K
May 13, 2022 Q1 2022
Brighton Jones LLC

SELL
 -
-106
- 2.55%
$5.31K - $5.67K
4.05K $92.9K
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-110
- 1.04%
$5.51K - $5.89K
10.5K $240K
Nov 07, 2023 Q1 2022
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-124
- 36.36%
$6.21K - $6.64K
217 $4.98K
Apr 22, 2022 Q1 2022
Hanson & Doremus Investment Management

SELL
 -
-124
- 1.59%
$6.21K - $6.64K
7.67K $176K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-127
- 10.7%
$6.36K - $6.8K
1.06K $24.3K
May 10, 2022 Q1 2022
Redw Wealth LLC

SELL
 -
-140
- 1.33%
$7.01K - $7.49K
10.4K $238K
Apr 14, 2022 Q1 2022
Rosenberg Matthew Hamilton

SELL
 -
-142
- 9.2%
$7.11K - $7.6K
1.4K $32.2K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-145
- 12.73%
$7.26K - $7.76K
994 $22.8K
May 12, 2022 Q1 2022
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-163
- 2.5%
$8.16K - $8.72K
6.37K $146K
May 11, 2022 Q1 2022
Quantum Capital Management, LLC

Northfield, NJ
SELL
 -
-169
- 2.98%
$8.46K - $9.04K
5.5K $126K
May 05, 2022 Q1 2022
Pinnacle Associates LTD

SELL
 -
-185
- 4.07%
$9.26K - $9.9K
4.36K $100K
May 12, 2022 Q1 2022
Citigroup Inc

SELL
 -
-187
- 78.57%
$9.36K - $10K
51 $1.17K
Apr 19, 2022 Q1 2022
Whelan Financial

SELL
 -
-207
- 2.12%
$10.4K - $11.1K
9.58K $220K
May 11, 2022 Q1 2022
Heritage Wealth Advisors

SELL
 -
-230
- 11.85%
$11.5K - $12.3K
1.71K $39.3K
May 06, 2022 Q1 2022
Aspiriant, LLC

SELL
 -
-233
- 2.51%
$11.7K - $12.5K
9.04K $208K

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