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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-996- 3.56% |
$46.4K - $50.2K
|
26.9K
$612K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-997- 4.07% |
$46.5K - $50.2K
|
23.5K
$535K
|
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.06K- 2.88% |
$49.4K - $53.4K
|
35.7K
$812K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.1KClosed |
$51K - $55.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.11KClosed |
$51.7K - $55.9K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.11K- 8.99% |
$51.9K - $56.1K
|
11.3K
$256K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 9.5% |
$52.5K - $56.8K
|
10.7K
$244K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 4.66% |
$54K - $58.3K
|
23.7K
$539K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.24K- 12.12% |
$57.9K - $62.6K
|
9.01K
$205K
|
|
|
Jul 27, 2022
Q2 2022
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-1.26K- 5.23% |
$58.9K - $63.6K
|
22.9K
$520K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.29K- 11.83% |
$60.3K - $65.1K
|
9.64K
$219K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 79.5% |
$60.7K - $65.6K
|
336
$7.64K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.31K- 12.04% |
$61.1K - $66K
|
9.58K
$218K
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.35K- 78.93% |
$63K - $68.1K
|
361
$8.21K
|
|
|
Aug 11, 2022
Q2 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 8.58% |
$63.1K - $68.1K
|
14.4K
$328K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.39K- 81.06% |
$64.7K - $69.8K
|
324
$7.36K
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.4K- 1.81% |
$65.2K - $70.4K
|
75.9K
$1.72M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.44K- 6.7% |
$66.9K - $72.3K
|
20K
$455K
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.52K- 1.66% |
$70.8K - $76.4K
|
89.7K
$2.04M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.69K- 10.64% |
$78.8K - $85.1K
|
14.2K
$323K
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.74K- 8.63% |
$81.3K - $87.8K
|
18.5K
$420K
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.78K- 2.28% |
$82.8K - $89.5K
|
76.2K
$1.73M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.88K- 15.34% |
$87.6K - $94.7K
|
10.4K
$236K
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.95K- 14.43% |
$91K - $98.3K
|
11.6K
$263K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.02K- 3.31% |
$93.9K - $101K
|
58.9K
$1.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-2.15K- 29.94% |
$100K - $108K
|
5.02K
$114K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-2.25KClosed |
$105K - $113K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.34K- 14.68% |
$109K - $118K
|
13.6K
$310K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-2.35KClosed |
$110K - $118K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.35K- 6.03% |
$110K - $118K
|
36.6K
$832K
|
|
|
Jul 29, 2022
Q2 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.35K- 18.88% |
$110K - $119K
|
10.1K
$230K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.38K- 17.49% |
$111K - $120K
|
11.2K
$255K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.44K- 6.58% |
$114K - $123K
|
34.6K
$787K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.45K- 6.34% |
$114K - $123K
|
36.2K
$823K
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.45K- 15.76% |
$114K - $123K
|
13.1K
$298K
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.47K- 1.29% |
$115K - $124K
|
189K
$4.29M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.48K- 24.3% |
$115K - $125K
|
7.71K
$175K
|
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
SELL
|
- |
-2.5K- 2.32% |
$116K - $126K
|
105K
$2.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2.51K- 26.71% |
$117K - $127K
|
6.89K
$157K
|
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.61K- 16.06% |
$122K - $131K
|
13.7K
$310K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.63K- 2.76% |
$122K - $132K
|
92.4K
$2.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.68K- 23.8% |
$125K - $135K
|
8.57K
$195K
|
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-2.72K- 26.51% |
$127K - $137K
|
7.55K
$171K
|
|
|
Aug 01, 2022
Q2 2022
|
Blooom, Inc.
|
SELL
|
- |
-2.75K- 13.81% |
$128K - $139K
|
17.2K
$391K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2.81K- 41.65% |
$131K - $142K
|
3.94K
$89.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-2.84K- 34.83% |
$133K - $143K
|
5.32K
$121K
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.88K- 6.39% |
$134K - $145K
|
42.2K
$958K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.95K- 29.84% |
$138K - $149K
|
6.94K
$158K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3.03KClosed |
$141K - $153K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.11K- 3.4% |
$145K - $156K
|
88.3K
$2.01M
|