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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-275- 3.24% |
$13.8K - $14.7K
|
8.2K
$188K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-280- 3.87% |
$14K - $15K
|
6.96K
$160K
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-297- 2.04% |
$14.9K - $15.9K
|
14.3K
$327K
|
|
|
May 04, 2022
Q1 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-298- 2.15% |
$14.9K - $15.9K
|
13.5K
$311K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-323- 1.43% |
$16.2K - $17.3K
|
22.3K
$512K
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-358- 0.93% |
$17.9K - $19.2K
|
38K
$872K
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-400- 2.29% |
$20K - $21.4K
|
17.1K
$392K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-466- 1.87% |
$23.3K - $24.9K
|
24.4K
$562K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-470- 5.56% |
$23.5K - $25.2K
|
7.98K
$183K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-475- 4.99% |
$23.8K - $25.4K
|
9.04K
$208K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-501- 22.63% |
$25.1K - $26.8K
|
1.71K
$39.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-509- 8.87% |
$25.5K - $27.2K
|
5.23K
$120K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-510- 4.0% |
$25.5K - $27.3K
|
12.3K
$281K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-532- 0.47% |
$26.6K - $28.5K
|
113K
$2.59M
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-535- 0.54% |
$26.8K - $28.6K
|
98.4K
$2.26M
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-578Closed |
$28.9K - $30.9K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-582- 8.37% |
$29.1K - $31.1K
|
6.37K
$146K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-600- 11.73% |
$30K - $32.1K
|
4.52K
$104K
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-605- 5.84% |
$30.3K - $32.4K
|
9.75K
$224K
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-635- 11.46% |
$31.8K - $34K
|
4.91K
$113K
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-651Closed |
$32.6K - $34.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-660- 7.05% |
$33K - $35.3K
|
8.7K
$200K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-676- 2.65% |
$33.8K - $36.2K
|
24.9K
$571K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-695- 0.73% |
$34.8K - $37.2K
|
95K
$2.18M
|
|
|
Apr 27, 2022
Q1 2022
|
Fort Henry Capital, LLC
|
SELL
|
- |
-737- 13.61% |
$36.9K - $39.4K
|
4.68K
$107K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-741Closed |
$37.1K - $39.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-755Closed |
$37.8K - $40.4K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-764- 15.08% |
$38.2K - $40.9K
|
4.3K
$98.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-830- 44.89% |
$41.5K - $44.4K
|
1.02K
$23.4K
|
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-840- 14.38% |
$42K - $45K
|
5K
$115K
|
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-899- 5.43% |
$45K - $48.1K
|
15.6K
$359K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-900- 14.61% |
$45K - $48.2K
|
5.26K
$121K
|
|
|
May 05, 2022
Q1 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-902- 15.28% |
$45.1K - $48.3K
|
5K
$115K
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-919- 0.6% |
$46K - $49.2K
|
153K
$3.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-922- 3.68% |
$46.1K - $49.3K
|
24.1K
$554K
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-935- 2.34% |
$46.8K - $50K
|
39K
$895K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-941- 13.94% |
$47.1K - $50.4K
|
5.81K
$133K
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-982- 10.55% |
$49.1K - $52.6K
|
8.33K
$191K
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1K- 18.64% |
$50.1K - $53.5K
|
4.37K
$100K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.03K- 38.64% |
$51.7K - $55.2K
|
1.64K
$37.6K
|
|
|
Feb 14, 2023
Q1 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-1.04K- 10.73% |
$52.2K - $55.8K
|
8.67K
$199K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.11K- 2.26% |
$55.5K - $59.4K
|
48K
$1.1M
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.12KClosed |
$56K - $59.9K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-1.15K- 3.04% |
$57.3K - $61.3K
|
36.5K
$839K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.2K- 14.18% |
$60.3K - $64.4K
|
7.29K
$167K
|
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
SELL
|
- |
-1.21K- 18.88% |
$60.5K - $64.7K
|
5.19K
$119K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.23K- 5.03% |
$61.6K - $65.8K
|
23.2K
$533K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.26K- 6.03% |
$62.8K - $67.2K
|
19.6K
$449K
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.26K- 1.2% |
$63.2K - $67.6K
|
104K
$2.39M
|
|
|
May 24, 2022
Q1 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.27K- 4.34% |
$63.5K - $67.9K
|
27.9K
$642K
|