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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
16K+ 167.17% |
$744K - $804K
|
25.5K
$580K
|
|
|
Jul 19, 2022
Q2 2022
|
Joule Financial, LLC
|
BUY
|
- |
15.5KNew |
$723K - $781K
|
15.5K
$353K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.4K+ 45.53% |
$720K - $778K
|
49.4K
$1.12M
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
13.3K+ 23.84% |
$620K - $670K
|
69.1K
$1.57M
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
12.5K+ 27.82% |
$582K - $629K
|
57.4K
$1.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
12.4K+ 72.99% |
$578K - $624K
|
29.4K
$668K
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
12KNew |
$561K - $605K
|
12K
$273K
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
11.9KNew |
$556K - $600K
|
11.9K
$271K
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
11.9K+ 102.73% |
$553K - $598K
|
23.4K
$532K
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11.5K+ 63.84% |
$536K - $579K
|
29.5K
$671K
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
11KNew |
$512K - $553K
|
11K
$250K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10.8K+ 382.24% |
$506K - $546K
|
13.7K
$311K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
9.84K+ 22.39% |
$459K - $496K
|
53.8K
$1.22M
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
9.74K+ 8.44% |
$454K - $490K
|
125K
$2.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.31KNew |
$434K - $469K
|
9.31K
$212K
|
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
8.8K+ 39.47% |
$410K - $443K
|
31.1K
$707K
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.79K+ 27.17% |
$410K - $443K
|
41.2K
$935K
|
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.48KNew |
$395K - $427K
|
8.48K
$193K
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
8.48KNew |
$395K - $427K
|
8.48K
$193K
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.41KNew |
$392K - $424K
|
8.41K
$191K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
8.41K+ 16.02% |
$392K - $423K
|
60.9K
$1.38M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
8.39KNew |
$391K - $422K
|
8.39K
$191K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
8.2K+ 7.26% |
$382K - $413K
|
121K
$2.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
7.86K+ 46.07% |
$366K - $396K
|
24.9K
$566K
|
|
|
Aug 02, 2022
Q2 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
7.58K+ 14.45% |
$354K - $382K
|
60.1K
$1.37M
|
|
|
Jul 27, 2022
Q2 2022
|
Appleton Group, LLC
|
BUY
|
- |
7.42K+ 17.48% |
$346K - $374K
|
49.9K
$1.13M
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.4KNew |
$345K - $373K
|
7.4K
$168K
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
BUY
|
- |
7.35K+ 21.76% |
$343K - $370K
|
41.1K
$935K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
6.85KNew |
$319K - $345K
|
6.85K
$156K
|
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.73K+ 134.51% |
$314K - $339K
|
11.7K
$267K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.41KNew |
$299K - $323K
|
6.41K
$146K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.39K+ 22.16% |
$298K - $322K
|
35.2K
$801K
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.35KNew |
$296K - $320K
|
6.35K
$144K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.14KNew |
$286K - $309K
|
6.14K
$140K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.13K+ 9.24% |
$286K - $309K
|
72.5K
$1.65M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.94K+ 16.47% |
$277K - $299K
|
42K
$954K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.94K+ 94.45% |
$277K - $299K
|
12.2K
$278K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.41K+ 6.37% |
$252K - $272K
|
90.2K
$2.05M
|
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
5.28KNew |
$246K - $266K
|
5.28K
$120K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.15KNew |
$240K - $259K
|
5.15K
$117K
|
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
BUY
|
- |
5.12KNew |
$239K - $258K
|
5.12K
$116K
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.08K+ 67.42% |
$237K - $256K
|
12.6K
$287K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.98K+ 32.25% |
$232K - $251K
|
20.4K
$465K
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
4.94KNew |
$230K - $249K
|
4.94K
$112K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.73KNew |
$220K - $238K
|
4.73K
$107K
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
4.54KNew |
$212K - $229K
|
4.54K
$103K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.42KNew |
$206K - $223K
|
4.42K
$101K
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.11K+ 1.43% |
$192K - $207K
|
292K
$6.63M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.02K+ 26.71% |
$187K - $202K
|
19.1K
$433K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
4K+ 257.3% |
$187K - $201K
|
5.56K
$126K
|