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 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-68.4KClosed |
$3.19M - $3.44M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-68.6K- 28.79% |
$3.2M - $3.45M
|
170K
$3.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-72.9KClosed |
$3.4M - $3.67M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-75.7KClosed |
$3.53M - $3.81M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-78.9K- 12.41% |
$3.68M - $3.97M
|
557K
$12.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-78.9K- 12.41% |
$3.68M - $3.97M
|
557K
$12.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
SELL
|
- |
-80.7K- 37.85% |
$3.76M - $4.06M
|
132K
$3.01M
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-87.9K- 62.66% |
$4.1M - $4.43M
|
52.4K
$1.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-93.5KClosed |
$4.36M - $4.71M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-104KClosed |
$4.85M - $5.24M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-121K- 40.76% |
$5.64M - $6.09M
|
176K
$3.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-121K- 52.38% |
$5.65M - $6.1M
|
110K
$2.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-135K- 88.52% |
$6.3M - $6.8M
|
17.5K
$398K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-144K- 7.51% |
$6.71M - $7.25M
|
1.77M
$40.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-155K- 30.67% |
$7.21M - $7.78M
|
349K
$7.94M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-157K- 4.11% |
$7.31M - $7.89M
|
3.65M
$83M
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-209KClosed |
$9.73M - $10.5M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-226KClosed |
$10.5M - $11.4M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-226KClosed |
$10.5M - $11.4M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-268KClosed |
$12.5M - $13.5M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-297KClosed |
$13.9M - $15M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-299K- 10.48% |
$13.9M - $15.1M
|
2.56M
$58.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-373K- 27.17% |
$17.4M - $18.8M
|
999K
$22.7M
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-387K- 67.6% |
$18.1M - $19.5M
|
186K
$4.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-392K- 35.09% |
$18.3M - $19.8M
|
726K
$16.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-409K- 9.11% |
$19.1M - $20.6M
|
4.08M
$92.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-505K- 87.19% |
$23.6M - $25.4M
|
74.2K
$1.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-768K- 60.98% |
$35.8M - $38.7M
|
492K
$11.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-794K- 4.08% |
$37M - $40M
|
18.6M
$424M
|
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-843K- 91.98% |
$39.3M - $42.5M
|
73.5K
$1.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-988K- 28.99% |
$46.1M - $49.8M
|
2.42M
$55M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.1MClosed |
$51.1M - $55.2M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.7M- 98.15% |
$640M - $691M
|
259K
$5.89M
|