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 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-138
- 0.51%
$6.43K - $6.95K
26.9K $612K
Aug 08, 2022 Q2 2022
Hc Advisors, LLC

SELL
 -
-141
- 0.33%
$6.57K - $7.1K
42.3K $961K
Aug 05, 2022 Q2 2022
Wade Financial Advisory, Inc

SELL
 -
-145
- 0.69%
$6.76K - $7.3K
20.8K $472K
Jul 21, 2022 Q2 2022
Investors Research Corp

SELL
 -
-153
- 3.75%
$7.13K - $7.71K
3.92K $89.2K
Aug 11, 2022 Q2 2022
Truadvice, LLC

Sarasota, FL
SELL
 -
-171
- 0.9%
$7.97K - $8.61K
18.9K $430K
Aug 04, 2022 Q2 2022
Sawgrass Asset Management LLC

SELL
 -
-171
- 0.99%
$7.97K - $8.61K
17.2K $391K
Jul 25, 2022 Q2 2022
Diversified Investment Strategies, LLC

SELL
 -
-179
- 1.53%
$8.34K - $9.01K
11.5K $261K
Jul 25, 2022 Q2 2022
Arlington Partners LLC

SELL
 -
-184
- 80.7%
$8.58K - $9.27K
44 $1K
Aug 01, 2022 Q2 2022
Tilia Fiduciary Partners, Inc.

SELL
 -
-197
- 16.12%
$9.18K - $9.92K
1.03K $23.3K
Aug 05, 2022 Q2 2022
Alley Investment Management Company, LLC

SELL
 -
-200
- 2.66%
$9.32K - $10.1K
7.31K $166K
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-239
- 0.23%
$11.1K - $12K
104K $2.36M
Jul 18, 2022 Q2 2022
Clean Yield Group

SELL
 -
-250
Closed
$11.7K - $12.6K
0 $0
Jul 13, 2022 Q2 2022
Parkside Financial Bank & Trust

SELL
 -
-261
- 5.23%
$12.2K - $13.1K
4.73K $108K
Jul 21, 2022 Q2 2022
Cra Financial Services, LLC

SELL
 -
-272
- 6.02%
$12.7K - $13.7K
4.25K $96.5K
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-273
- 3.34%
$12.7K - $13.7K
7.91K $180K
Jul 28, 2022 Q2 2022
Manchester Financial Inc

SELL
 -
-285
- 1.03%
$13.3K - $14.4K
27.3K $622K
Jul 26, 2022 Q2 2022
Trustcore Financial Services, LLC

SELL
 -
-300
- 16.5%
$14K - $15.1K
1.52K $34.5K
Jul 25, 2022 Q2 2022
Morris Financial Concepts, Inc.

SELL
 -
-308
Closed
$14.4K - $15.5K
0 $0
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

SELL
 -
-315
- 12.42%
$14.7K - $15.9K
2.22K $50.5K
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-319
- 3.83%
$14.9K - $16.1K
8K $182K
Jul 18, 2022 Q2 2022
Strategic Capital Advisers, Inc.

SELL
 -
-330
- 0.9%
$15.4K - $16.6K
36.2K $823K
Jul 15, 2022 Q2 2022
Apcm Wealth Management For Individuals

SELL
 -
-344
- 0.89%
$16K - $17.3K
38.4K $873K
Aug 09, 2022 Q2 2022
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-376
- 5.96%
$17.5K - $18.9K
5.94K $135K
Aug 10, 2022 Q2 2022
Nyl Investors LLC

New York, NY
SELL
 -
-400
- 0.61%
$18.6K - $20.1K
65.3K $1.48M
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

SELL
 -
-400
- 6.52%
$18.6K - $20.1K
5.74K $130K
Jul 11, 2022 Q2 2022
Rba Wealth Management, LLC

SELL
 -
-408
- 6.65%
$19K - $20.5K
5.73K $130K
Jul 27, 2022 Q2 2022
Strateg Iq Financial Group, LLC

SELL
 -
-408
- 6.97%
$19K - $20.5K
5.44K $124K
Aug 12, 2022 Q2 2022
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-469
- 1.14%
$21.9K - $23.6K
40.6K $922K
Nov 15, 2022 Q2 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-480
- 5.36%
$22.4K - $24.2K
8.48K $193K
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

SELL
 -
-505
- 11.94%
$23.5K - $25.4K
3.72K $84.6K
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-525
- 2.93%
$24.5K - $26.4K
17.4K $395K
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

SELL
 -
-526
- 5.29%
$24.5K - $26.5K
9.41K $214K
Aug 02, 2022 Q2 2022
Versant Capital Management, Inc

SELL
 -
-534
- 22.42%
$24.9K - $26.9K
1.85K $42K
Jul 14, 2022 Q2 2022
Cedar Mountain Advisors, LLC

SELL
 -
-573
- 10.96%
$26.7K - $28.9K
4.66K $106K
Aug 01, 2022 Q2 2022
Cabot Wealth Management Inc

SELL
 -
-598
- 7.29%
$27.9K - $30.1K
7.6K $173K
Jul 27, 2022 Q2 2022
Main Street Financial Solutions, LLC

SELL
 -
-605
- 6.68%
$28.2K - $30.5K
8.45K $192K
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-625
- 2.65%
$29.1K - $31.5K
23K $522K
Aug 02, 2022 Q2 2022
Maple Capital Management, Inc.

SELL
 -
-653
- 6.8%
$30.4K - $32.9K
8.95K $203K
Jul 27, 2022 Q2 2022
Black Diamond Financial, LLC

SELL
 -
-680
- 13.27%
$31.7K - $34.2K
4.45K $101K
Aug 05, 2022 Q2 2022
Clear Investment Research, LLC

SELL
 -
-750
Closed
$35K - $37.8K
0 $0
Jul 20, 2022 Q2 2022
Mc Carthy Asset Management, Inc.

SELL
 -
-770
Closed
$35.9K - $38.8K
0 $0
Aug 15, 2022 Q2 2022
Bsw Wealth Partners

Boulder, CO
SELL
 -
-775
- 11.15%
$36.1K - $39K
6.18K $140K
Jul 22, 2022 Q2 2022
Silverhawk Asset Management, LLC

SELL
 -
-785
- 8.38%
$36.6K - $39.5K
8.58K $195K
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

SELL
 -
-788
- 5.89%
$36.7K - $39.7K
12.6K $286K
Jul 29, 2022 Q2 2022
Redw Wealth LLC

SELL
 -
-809
- 7.81%
$37.7K - $40.7K
9.55K $217K
Aug 10, 2022 Q2 2022
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-831
- 2.98%
$38.7K - $41.8K
27.1K $615K
Aug 10, 2022 Q2 2022
Providence Wealth Advisors, LLC

Frankfort, IL
SELL
 -
-900
- 10.44%
$42K - $45.3K
7.72K $176K
Jul 25, 2022 Q2 2022
Aspiriant, LLC

SELL
 -
-953
- 10.55%
$44.4K - $48K
8.08K $184K
Aug 15, 2022 Q2 2022
Prudential Financial Inc

Newark, NJ
SELL
 -
-980
- 15.82%
$45.7K - $49.4K
5.22K $119K

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