Purchases and Sales Made in Q2 2022 in Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

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 19, 2022 Q2 2022
Cutler Investment Counsel LLC

BUY
 -
415
+ 3.47%
$19.3K - $20.9K
12.4K $281K
Jul 19, 2022 Q2 2022
Horan Securities, Inc.

BUY
 -
405
+ 21.96%
$18.9K - $20.4K
2.25K $51.1K
Jul 28, 2022 Q2 2022
Baker Tilly Wealth Management, LLC

BUY
 -
403
+ 1.77%
$18.8K - $20.3K
23.1K $526K
Aug 03, 2022 Q2 2022
Gs Investments, Inc.

BUY
 -
340
+ 3.91%
$15.9K - $17.1K
9.04K $206K
Jul 21, 2022 Q2 2022
Alpha Omega Wealth Management LLC

BUY
 -
336
+ 1.55%
$15.7K - $16.9K
22K $500K
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
331
+ 649.02%
$15.4K - $16.7K
382 $8.68K
Jul 20, 2022 Q2 2022
Ballast Advisors LLC

BUY
 -
307
+ 1.0%
$14.3K - $15.5K
31.1K $707K
Aug 16, 2022 Q2 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
293
New
$13.7K - $14.8K
293 $6.66K
Aug 09, 2022 Q2 2022
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
283
+ 2.7%
$13.2K - $14.3K
10.8K $244K
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
266
+ 0.75%
$12.4K - $13.4K
35.6K $809K
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
241
+ 2.46%
$11.2K - $12.1K
10K $228K
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
222
+ 0.08%
$10.3K - $11.2K
284K $6.45M
Jul 18, 2022 Q2 2022
Courage Miller Partners, LLC

BUY
 -
219
+ 0.34%
$10.2K - $11K
63.9K $1.45M
Aug 09, 2022 Q2 2022
Rinkey Investments

San Diego, CA
BUY
 -
208
+ 2.32%
$9.7K - $10.5K
9.17K $208K
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
190
New
$8.86K - $9.57K
190 $4.32K
Aug 15, 2022 Q2 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
190
+ 1.02%
$8.86K - $9.57K
18.9K $429K
Aug 09, 2022 Q2 2022
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
171
+ 1.17%
$7.97K - $8.61K
14.8K $336K
Aug 03, 2022 Q2 2022
Landmark Financial Advisors, LLC

BUY
 -
155
+ 0.87%
$7.23K - $7.81K
17.9K $407K
Jul 21, 2022 Q2 2022
Clearwater Capital Advisors, LLC

BUY
 -
154
+ 3.46%
$7.18K - $7.76K
4.6K $105K
Aug 08, 2022 Q2 2022
Tower View Investment Management & Research LLC

BUY
 -
127
New
$5.92K - $6.4K
127 $2.89K
Aug 05, 2022 Q2 2022
Lex Aurum Advisors, LLC

BUY
 -
114
+ 0.53%
$5.31K - $5.74K
21.5K $488K
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
111
New
$5.17K - $5.59K
111 $2.52K
Jul 05, 2022 Q2 2022
M&R Capital Management Inc

BUY
 -
106
New
$4.94K - $5.34K
106 $2.41K
Aug 11, 2022 Q2 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
87
+ 4.87%
$4.06K - $4.38K
1.87K $42.6K
Aug 15, 2022 Q2 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
85
+ 0.39%
$3.96K - $4.28K
21.7K $493K
Jul 22, 2022 Q2 2022
Jnba Financial Advisors

BUY
 -
77
New
$3.59K - $3.88K
77 $1.75K
Jul 18, 2022 Q2 2022
All Season Financial Advisors, Inc.

BUY
 -
61
+ 0.86%
$2.84K - $3.07K
7.18K $163K
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
60
+ 6.7%
$2.8K - $3.02K
956 $21.7K
Jul 21, 2022 Q2 2022
Leo H. Evart, Inc.

BUY
 -
58
+ 0.59%
$2.7K - $2.92K
9.94K $226K
Aug 02, 2022 Q2 2022
Moneywise, Inc.

BUY
 -
57
+ 0.58%
$2.66K - $2.87K
9.81K $223K
Aug 15, 2022 Q2 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
54
New
$2.52K - $2.72K
54 $1.23K
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
48
+ 0.15%
$2.24K - $2.42K
33.1K $753K
Jul 21, 2022 Q2 2022
Lathrop Investment Management Corp

BUY
 -
45
+ 0.23%
$2.1K - $2.27K
19.3K $439K
Jul 17, 2024 Q2 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
41
New
$1.91K - $2.06K
41 $932
Aug 03, 2022 Q2 2022
Tortoise Investment Management, LLC

BUY
 -
40
New
$1.86K - $2.01K
40 $909
Aug 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

BUY
 -
40
+ 35.09%
$1.86K - $2.01K
154 $3.5K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
36
New
$1.68K - $1.81K
36 $818
Jul 27, 2022 Q2 2022
Hoyle Cohen, LLC

BUY
 -
32
+ 0.41%
$1.49K - $1.61K
7.84K $178K
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
32
+ 0.58%
$1.49K - $1.61K
5.54K $126K
Aug 11, 2022 Q2 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
28
+ 2.82%
$1.31K - $1.41K
1.02K $23.2K
Aug 02, 2022 Q2 2022
Red Cedar Capital, LLC

BUY
 -
28
+ 0.59%
$1.31K - $1.41K
4.78K $109K
Aug 02, 2022 Q2 2022
Resolute Financial, LLC

BUY
 -
26
+ 0.61%
$1.21K - $1.31K
4.31K $98.1K
Feb 16, 2023 Q2 2022
Bensler, LLC

Bellevue, WA
BUY
 -
26
+ 0.53%
$1.21K - $1.31K
4.94K $112K
Aug 04, 2022 Q2 2022
Addison Advisors LLC

BUY
 -
25
New
$1.17K - $1.26K
25 $568
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
21
New
$979 - $1.06K
21 $477
Jul 13, 2022 Q2 2022
Boenning & Scattergood, Inc.

BUY
 -
20
+ 0.25%
$932 - $1.01K
8K $182K
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
19
+ 0.62%
$886 - $957
3.1K $70.4K
Aug 11, 2022 Q2 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
18
+ 0.42%
$839 - $906
4.35K $98.8K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
17
+ 0.27%
$793 - $856
6.39K $145K

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