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 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-16K- 14.23% |
$744K - $803K
|
96.2K
$2.19M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-16K- 14.23% |
$744K - $803K
|
96.2K
$2.19M
|
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-16.2K- 34.11% |
$755K - $816K
|
31.3K
$711K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-16.5K- 71.11% |
$769K - $831K
|
6.71K
$152K
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-17.1KClosed |
$796K - $860K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-17.1KClosed |
$798K - $862K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-17.4K- 59.09% |
$811K - $876K
|
12K
$274K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-18.4K- 5.95% |
$859K - $928K
|
291K
$6.62M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-18.7K- 64.49% |
$870K - $939K
|
10.3K
$233K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-20.8K- 31.37% |
$970K - $1.05M
|
45.5K
$1.03M
|
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-21.2K- 8.6% |
$987K - $1.07M
|
225K
$5.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-22.1K- 80.93% |
$1.03M - $1.11M
|
5.2K
$118K
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-22.3K- 22.38% |
$1.04M - $1.12M
|
77.4K
$1.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-22.4K- 67.25% |
$1.04M - $1.13M
|
10.9K
$248K
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-23.6K- 25.93% |
$1.1M - $1.19M
|
67.4K
$1.53M
|
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-24.2K- 56.55% |
$1.13M - $1.22M
|
18.6K
$423K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-27K- 14.94% |
$1.26M - $1.36M
|
154K
$3.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-27.7K- 28.12% |
$1.29M - $1.39M
|
70.7K
$1.61M
|
|
|
Jul 21, 2022
Q2 2022
|
Marotta Asset Management
|
SELL
|
- |
-27.8K- 16.33% |
$1.3M - $1.4M
|
142K
$3.24M
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-27.9KClosed |
$1.3M - $1.41M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-29.4K- 2.03% |
$1.37M - $1.48M
|
1.42M
$32.3M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-30.3K- 3.27% |
$1.41M - $1.53M
|
897K
$20.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-30.4K- 73.5% |
$1.42M - $1.53M
|
11K
$249K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-31.2K- 25.29% |
$1.45M - $1.57M
|
92.1K
$2.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-33.3KClosed |
$1.55M - $1.68M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-33.3KClosed |
$1.55M - $1.68M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-33.5K- 19.74% |
$1.56M - $1.69M
|
136K
$3.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34.4K- 8.28% |
$1.6M - $1.73M
|
380K
$8.65M
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-35.2K- 26.8% |
$1.64M - $1.77M
|
96K
$2.18M
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-35.7K- 5.42% |
$1.66M - $1.8M
|
622K
$14.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.6K- 15.1% |
$1.7M - $1.84M
|
206K
$4.67M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-36.9K- 46.08% |
$1.72M - $1.86M
|
43.1K
$980K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-38.7K- 32.78% |
$1.8M - $1.95M
|
79.4K
$1.8M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-39.2K- 3.79% |
$1.83M - $1.98M
|
996K
$22.6M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40.9K- 40.66% |
$1.91M - $2.06M
|
59.7K
$1.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-41.4K- 72.17% |
$1.93M - $2.08M
|
16K
$363K
|
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-44.3K- 42.63% |
$2.07M - $2.23M
|
59.7K
$1.36M
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-45.3K- 19.88% |
$2.11M - $2.28M
|
183K
$4.15M
|
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-46.4K- 31.66% |
$2.16M - $2.33M
|
100K
$2.27M
|
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-46.9K- 83.95% |
$2.19M - $2.36M
|
8.97K
$204K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-47.4K- 34.91% |
$2.21M - $2.39M
|
88.3K
$2.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-48.2K- 11.39% |
$2.25M - $2.43M
|
375K
$8.52M
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-48.8K- 30.16% |
$2.27M - $2.46M
|
113K
$2.57M
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-51.2K- 42.09% |
$2.39M - $2.58M
|
70.5K
$1.6M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-51.7K- 5.83% |
$2.41M - $2.6M
|
835K
$19M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-56.7K- 35.32% |
$2.65M - $2.86M
|
104K
$2.36M
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-57.9K- 6.66% |
$2.7M - $2.92M
|
812K
$18.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-62.2K- 20.71% |
$2.9M - $3.13M
|
238K
$5.41M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-66K- 22.33% |
$3.08M - $3.32M
|
229K
$5.22M
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-67.4K- 14.11% |
$3.14M - $3.39M
|
410K
$9.32M
|