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
|
Sns Financial Group, LLC
|
BUY
|
- |
3.99K+ 4.37% |
$186K - $201K
|
95.3K
$2.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.65K+ 51.17% |
$170K - $184K
|
10.8K
$245K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.61KNew |
$168K - $182K
|
3.61K
$82K
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.43K+ 4.5% |
$160K - $173K
|
79.6K
$1.81M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.35K+ 3.7% |
$156K - $169K
|
93.9K
$2.13M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.23K+ 46.43% |
$151K - $163K
|
10.2K
$232K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.12K+ 2.12% |
$146K - $157K
|
150K
$3.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.04K+ 7.16% |
$142K - $153K
|
45.5K
$1.04M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.98K+ 1.63% |
$139K - $150K
|
186K
$4.22M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.97K+ 2.34% |
$138K - $150K
|
130K
$2.96M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.53K+ 12.93% |
$118K - $127K
|
22.1K
$502K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2.26K+ 5.89% |
$105K - $114K
|
40.7K
$925K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.13K+ 38.81% |
$99.5K - $107K
|
7.63K
$173K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.08KNew |
$96.9K - $105K
|
2.08K
$47.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.02K+ 12.16% |
$94.2K - $102K
|
18.6K
$423K
|
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.9K+ 2.6% |
$88.8K - $95.9K
|
75.2K
$1.71M
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.87K+ 310.13% |
$87K - $94K
|
2.47K
$56.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.86K+ 29.5% |
$86.8K - $93.8K
|
8.17K
$186K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.74K+ 11.42% |
$80.9K - $87.4K
|
16.9K
$385K
|
|
|
Aug 18, 2023
Q2 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.67K+ 0.44% |
$77.8K - $84K
|
382K
$8.68M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.63K+ 278.63% |
$76K - $82.1K
|
2.22K
$50.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
1.62K+ 4.87% |
$75.5K - $81.6K
|
34.9K
$793K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.53K+ 149.75% |
$71.1K - $76.8K
|
2.55K
$57.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.32K+ 7.14% |
$61.4K - $66.4K
|
19.8K
$449K
|
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
BUY
|
- |
1.26K+ 16.9% |
$58.6K - $63.4K
|
8.7K
$198K
|
|
|
Jul 27, 2022
Q2 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.21K+ 25.81% |
$56.3K - $60.8K
|
5.89K
$134K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 4.28% |
$53.6K - $57.9K
|
28.1K
$638K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.12K+ 57.43% |
$52.3K - $56.5K
|
3.07K
$69.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
BUY
|
- |
1.09K+ 4.69% |
$50.6K - $54.6K
|
24.2K
$551K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 3.19% |
$49.1K - $53.1K
|
34.1K
$775K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.05K+ 5.93% |
$49K - $52.9K
|
18.8K
$427K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.02K+ 23.76% |
$47.6K - $51.4K
|
5.32K
$121K
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
963+ 19.63% |
$44.9K - $48.5K
|
5.87K
$133K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
917+ 4.61% |
$42.8K - $46.2K
|
20.8K
$473K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
837+ 1.21% |
$39K - $42.2K
|
69.9K
$1.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
829New |
$38.6K - $41.7K
|
829
$18.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
761+ 2.39% |
$35.5K - $38.3K
|
32.5K
$740K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
746+ 17.34% |
$34.8K - $37.6K
|
5.05K
$115K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
742+ 2.81% |
$34.6K - $37.4K
|
27.2K
$617K
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
700+ 3.96% |
$32.6K - $35.3K
|
18.4K
$418K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
690+ 4.95% |
$32.2K - $34.7K
|
14.6K
$332K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
671+ 1.84% |
$31.3K - $33.8K
|
37.2K
$845K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
638+ 6.54% |
$29.7K - $32.1K
|
10.4K
$236K
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
629+ 15.34% |
$29.3K - $31.7K
|
4.73K
$108K
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
620+ 0.91% |
$28.9K - $31.2K
|
69K
$1.57M
|
|
|
Jul 22, 2022
Q2 2022
|
Blossom Wealth Management
|
BUY
|
- |
590+ 2.74% |
$27.5K - $29.7K
|
22.1K
$503K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
473+ 8.29% |
$22.1K - $23.8K
|
6.18K
$140K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
470+ 32.48% |
$21.9K - $23.7K
|
1.92K
$43.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
461+ 2.78% |
$21.5K - $23.2K
|
17K
$387K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
447+ 0.67% |
$20.8K - $22.5K
|
67.3K
$1.53M
|