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
|
Spire Wealth Management
|
SELL
|
- |
-3.23K- 45.23% |
$150K - $163K
|
3.91K
$88.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-3.37K- 3.1% |
$157K - $170K
|
105K
$2.39M
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.51K- 9.29% |
$163K - $177K
|
34.2K
$778K
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3.56K- 81.63% |
$166K - $179K
|
802
$18.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-3.68K- 16.43% |
$172K - $185K
|
18.7K
$425K
|
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-3.73K- 23.53% |
$174K - $188K
|
12.1K
$275K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-3.75K- 19.3% |
$175K - $189K
|
15.7K
$357K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.78K- 2.3% |
$176K - $191K
|
161K
$3.66M
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-3.84K- 66.03% |
$179K - $193K
|
1.97K
$44.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.86K- 21.46% |
$180K - $194K
|
14.1K
$321K
|
|
|
Jun 06, 2023
Q2 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-3.9K- 26.1% |
$182K - $196K
|
11K
$251K
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3.91K- 26.46% |
$182K - $197K
|
10.9K
$247K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-4.05KClosed |
$189K - $204K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-4.05KClosed |
$189K - $204K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.06K- 10.36% |
$189K - $204K
|
35.1K
$799K
|
|
|
Jul 13, 2022
Q2 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-4.07KClosed |
$190K - $205K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.08KClosed |
$190K - $205K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-4.15K- 6.66% |
$194K - $209K
|
58.2K
$1.32M
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-4.33K- 33.01% |
$202K - $218K
|
8.78K
$200K
|
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-4.34KClosed |
$203K - $219K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.35K- 14.61% |
$203K - $219K
|
25.4K
$578K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-4.47K- 9.5% |
$208K - $225K
|
42.5K
$967K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.48K- 10.45% |
$209K - $226K
|
38.4K
$873K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-4.49K- 44.61% |
$209K - $226K
|
5.57K
$127K
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-4.55KClosed |
$212K - $229K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
SELL
|
- |
-4.69K- 40.95% |
$219K - $236K
|
6.77K
$154K
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.74K- 13.21% |
$221K - $239K
|
31.2K
$708K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.76K- 4.01% |
$222K - $240K
|
114K
$2.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.81KClosed |
$224K - $242K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.86K- 19.87% |
$226K - $245K
|
19.6K
$445K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.87K- 46.62% |
$227K - $245K
|
5.58K
$127K
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-5KClosed |
$233K - $252K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-5.07KClosed |
$236K - $255K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
SELL
|
- |
-5.19KClosed |
$242K - $261K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-5.28K- 68.81% |
$246K - $266K
|
2.39K
$54.4K
|
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-5.34K- 4.37% |
$249K - $269K
|
117K
$2.65M
|
|
|
Jul 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5.52K- 14.54% |
$257K - $278K
|
32.5K
$738K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.77K- 34.36% |
$269K - $291K
|
11K
$251K
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
SELL
|
- |
-5.78K- 14.62% |
$269K - $291K
|
33.8K
$767K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-5.84K- 22.08% |
$272K - $294K
|
20.6K
$469K
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-5.91K- 25.08% |
$276K - $298K
|
17.7K
$401K
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-5.96K- 4.6% |
$278K - $300K
|
124K
$2.81M
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-6KClosed |
$280K - $302K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-6.27K- 5.81% |
$292K - $316K
|
102K
$2.31M
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.3K- 56.2% |
$294K - $317K
|
4.91K
$112K
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-6.37KClosed |
$297K - $321K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-6.39KClosed |
$298K - $322K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-6.44K- 13.03% |
$300K - $324K
|
43K
$976K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.56K- 13.46% |
$306K - $330K
|
42.2K
$958K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.57K- 68.9% |
$306K - $331K
|
2.97K
$67.4K
|