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
Aug 02, 2022 Q2 2022
Lincoln National Corp

BUY
 -
12
+ 0.04%
$559 - $604
26.9K $611K
Jul 20, 2022 Q2 2022
Ahl Investment Management, Inc.

BUY
 -
11
+ 0.26%
$513 - $554
4.29K $97.6K
Aug 10, 2022 Q2 2022
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
11
+ 0.18%
$513 - $554
6.22K $141K
Aug 12, 2022 Q2 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
10
+ 0.94%
$466 - $504
1.08K $24.5K
Aug 15, 2022 Q2 2022
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
9
+ 90.0%
$420 - $453
19 $432
Aug 08, 2022 Q2 2022
Tevis Investment Management

BUY
 -
9
New
$420 - $453
9 $205
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
8
+ 0.15%
$373 - $403
5.27K $120K
Jul 25, 2022 Q2 2022
Townsend Asset Management Corp

BUY
 -
8
+ 0.41%
$373 - $403
1.95K $44.3K
Aug 12, 2022 Q2 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
6
+ 0.13%
$280 - $302
4.58K $104K
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
5
New
$233 - $252
5 $114
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
3
+ 0.6%
$140 - $151
506 $11.5K
Aug 15, 2022 Q2 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
3
+ 0.04%
$140 - $151
7.29K $166K
Aug 12, 2022 Q2 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
3
+ 0.61%
$140 - $151
491 $11.2K
Aug 16, 2022 Q2 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2
+ 0.48%
$93.2 - $101
415 $9.43K
Jul 25, 2022 Q2 2022
Foster Group, Inc.

BUY
 -
2
+ 0.01%
$93.2 - $101
14.3K $324K
Jul 19, 2022 Q2 2022
Tci Wealth Advisors, Inc.

BUY
 -
2
+ 0.16%
$93.2 - $101
1.26K $28.7K
Aug 11, 2022 Q2 2022
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
2
+ 0.53%
$93.2 - $101
376 $8.55K
Jul 28, 2022 Q2 2022
Selective Wealth Management, Inc.

BUY
 -
1
+ 1.56%
$46.6 - $50.4
65 $1.48K
Aug 12, 2022 Q2 2022
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
1
+ 0.01%
$46.6 - $50.4
10.1K $230K
Aug 15, 2022 Q2 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
0
New
$0 - $0
0 $0
Aug 02, 2022 Q2 2022
Blue Bell Private Wealth Management, LLC

SELL
 -
-1
Closed
$46.6 - $50.4
0 $0
Aug 11, 2022 Q2 2022
Vaughan David Investments LLC

Peoria, IL
SELL
 -
-3
- 0.02%
$140 - $151
14.5K $331K
Aug 10, 2022 Q2 2022
Rock Point Advisors, LLC

Burlington, VT
SELL
 -
-5
- 0.09%
$233 - $252
5.32K $121K
Jul 11, 2022 Q2 2022
Gradient Investments LLC

SELL
 -
-7
- 1.74%
$326 - $353
395 $8.98K
Jul 12, 2022 Q2 2022
Optimum Investment Advisors

SELL
 -
-12
- 0.32%
$559 - $604
3.73K $84.8K
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-13
- 0.05%
$606 - $655
23.9K $543K
Aug 12, 2022 Q2 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-14
- 0.17%
$653 - $705
8.37K $190K
Jul 18, 2022 Q2 2022
Shearwater Capital LLC

SELL
 -
-15
- 1.36%
$699 - $755
1.09K $24.8K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-18
- 0.34%
$839 - $906
5.27K $120K
Jul 26, 2022 Q2 2022
Mirae Asset Global Investments Co., Ltd.

SELL
 -
-28
- 0.24%
$1.31K - $1.41K
11.6K $264K
Jul 14, 2022 Q2 2022
Vista Wealth Management Group, LLC

SELL
 -
-31
- 0.1%
$1.45K - $1.56K
32K $727K
Aug 11, 2022 Q2 2022
Quantum Capital Management, LLC

Northfield, NJ
SELL
 -
-36
- 0.65%
$1.68K - $1.81K
5.46K $124K
Jul 13, 2022 Q2 2022
Guardian Financial Partners, LLC

SELL
 -
-41
- 0.09%
$1.91K - $2.06K
46.4K $1.05M
Aug 15, 2022 Q2 2022
Endowment Wealth Management, Inc.

Appleton, WI
SELL
 -
-49
- 0.47%
$2.28K - $2.47K
10.4K $236K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-55
- 5.19%
$2.56K - $2.77K
1.01K $22.8K
Jul 29, 2022 Q2 2022
Peak Financial Management, Inc.

SELL
 -
-77
- 0.1%
$3.59K - $3.88K
74.3K $1.69M
Feb 14, 2023 Q2 2022
All Gen Financial Advisors, Inc.

Orlando, FL
SELL
 -
-84
- 0.97%
$3.92K - $4.23K
8.59K $195K
Aug 02, 2022 Q2 2022
Blue Sky Wealth Advisors, LLC

SELL
 -
-91
- 0.01%
$4.24K - $4.58K
820K $18.6M
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-94
- 2.11%
$4.38K - $4.73K
4.36K $99.2K
Aug 15, 2022 Q2 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-100
- 0.96%
$4.66K - $5.04K
10.4K $236K
Aug 01, 2022 Q2 2022
Armor Investment Advisors, LLC

SELL
 -
-100
Closed
$4.66K - $5.04K
0 $0
Aug 12, 2022 Q2 2022
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-100
- 18.08%
$4.66K - $5.04K
453 $10.3K
Jul 22, 2022 Q2 2022
Pacifica Partners Inc.

SELL
 -
-107
Closed
$4.99K - $5.39K
0 $0
Jul 18, 2022 Q2 2022
Gpwm LLC

SELL
 -
-111
- 6.31%
$5.17K - $5.59K
1.65K $37.5K
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-114
- 7.55%
$5.31K - $5.74K
1.4K $31.7K
Aug 15, 2022 Q2 2022
Alterity Financial Group, LLC

Bangor, ME
SELL
 -
-119
- 2.56%
$5.55K - $5.99K
4.53K $103K
Jul 20, 2022 Q2 2022
Geometric Wealth Advisors

SELL
 -
-128
- 1.8%
$5.97K - $6.45K
6.97K $158K
Jul 18, 2022 Q2 2022
Whelan Financial

SELL
 -
-128
- 1.34%
$5.97K - $6.45K
9.45K $215K
Jul 18, 2022 Q2 2022
Empirical Asset Management, LLC

SELL
 -
-131
- 1.39%
$6.11K - $6.6K
9.32K $212K

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