Purchases and Sales Made in Q2 2022 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.04M+ 303.36% |
$48.4M - $52.3M
|
1.38M
$31.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
921K+ 324.27% |
$42.9M - $46.4M
|
1.21M
$27.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
456KNew |
$21.2M - $22.9M
|
456K
$10.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
431K+ 7.31% |
$20.1M - $21.7M
|
6.32M
$144M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
398KNew |
$18.6M - $20.1M
|
398K
$9.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
284K+ 14.0% |
$13.3M - $14.3M
|
2.32M
$52.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
275K+ 244.52% |
$12.8M - $13.8M
|
387K
$8.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
265KNew |
$12.3M - $13.3M
|
265K
$6.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
238K+ 171.55% |
$11.1M - $12M
|
376K
$8.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
223K+ 52.15% |
$10.4M - $11.2M
|
652K
$14.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
BUY
|
- |
185K+ 126.36% |
$8.63M - $9.32M
|
332K
$7.54M
|
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
182KNew |
$8.48M - $9.16M
|
182K
$4.14M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
150K+ 35.0% |
$7M - $7.57M
|
579K
$13.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
150K+ 76.2% |
$6.98M - $7.54M
|
346K
$7.86M
|
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
BUY
|
- |
142K+ 124.34% |
$6.64M - $7.17M
|
257K
$5.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
90.6K+ 107.94% |
$4.23M - $4.56M
|
175K
$3.97M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
76.8K+ 45.02% |
$3.58M - $3.87M
|
247K
$5.62M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
75.7KNew |
$3.53M - $3.81M
|
75.7K
$1.72M
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
69.2K+ 473.65% |
$3.23M - $3.49M
|
83.8K
$1.91M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.5K+ 119.85% |
$3.19M - $3.45M
|
126K
$2.86M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
63.9KNew |
$2.98M - $3.22M
|
63.9K
$1.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
63.7K+ 175.94% |
$2.97M - $3.21M
|
99.9K
$2.27M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
59.1KNew |
$2.76M - $2.98M
|
59.1K
$1.34M
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
58K+ 51.44% |
$2.71M - $2.92M
|
171K
$3.88M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
55.8K+ 3.7% |
$2.6M - $2.81M
|
1.57M
$35.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
55.6KNew |
$2.59M - $2.8M
|
55.6K
$1.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
53.1KNew |
$2.48M - $2.67M
|
53.1K
$1.21M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49.9K+ 247.43% |
$2.33M - $2.51M
|
70.1K
$1.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45.8K+ 192.23% |
$2.14M - $2.31M
|
69.7K
$1.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
42.7K+ 23.68% |
$1.99M - $2.15M
|
223K
$5.07M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
39.7K+ 9.04% |
$1.85M - $2M
|
479K
$10.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
39.3K+ 17.61% |
$1.83M - $1.98M
|
263K
$5.97M
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
38.8KNew |
$1.81M - $1.95M
|
38.8K
$882K
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
37.8K+ 79.18% |
$1.76M - $1.91M
|
85.6K
$1.95M
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
35.9K+ 2.38% |
$1.67M - $1.81M
|
1.55M
$35.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.3K+ 30.26% |
$1.41M - $1.53M
|
131K
$2.97M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.3K+ 30.26% |
$1.41M - $1.53M
|
131K
$2.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
29.5K+ 69.79% |
$1.38M - $1.49M
|
71.8K
$1.63M
|
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
28.6K+ 75.62% |
$1.33M - $1.44M
|
66.4K
$1.51M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
28.2K+ 239.99% |
$1.32M - $1.42M
|
40K
$909K
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
27.9K+ 223.95% |
$1.3M - $1.4M
|
40.3K
$916K
|
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
26.7K+ 25.23% |
$1.25M - $1.35M
|
133K
$3.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22.4KNew |
$1.05M - $1.13M
|
22.4K
$510K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
21.3KNew |
$991K - $1.07M
|
21.3K
$483K
|
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
21K+ 59.12% |
$978K - $1.06M
|
56.4K
$1.28M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
20.2K+ 37.71% |
$942K - $1.02M
|
73.8K
$1.68M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19K+ 3.83% |
$884K - $955K
|
513K
$11.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
17.9KNew |
$837K - $904K
|
17.9K
$408K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
17.6K+ 42.46% |
$822K - $888K
|
59.2K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 8.21% |
$801K - $865K
|
227K
$5.15M
|