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 15, 2022 Q2 2022
Mc Broom & Associates, LLC

SELL
 -
-6.74K
- 49.73%
$314K - $339K
6.81K $155K
Aug 03, 2022 Q2 2022
Sja Financial Advisory, LLC

SELL
 -
-6.75K
Closed
$315K - $340K
0 $0
Aug 12, 2022 Q2 2022
Orcam Financial Group

Encinitas, CA
SELL
 -
-6.77K
- 18.36%
$316K - $341K
30.1K $684K
Aug 08, 2022 Q2 2022
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-6.84K
Closed
$319K - $344K
0 $0
Jul 18, 2022 Q2 2022
Gradient Capital Advisors, LLC

SELL
 -
-6.85K
- 17.91%
$319K - $345K
31.4K $713K
Aug 04, 2022 Q2 2022
Schaper Benz & Wise Investment Counsel Inc

SELL
 -
-7.06K
Closed
$329K - $355K
0 $0
Jul 20, 2022 Q2 2022
Lutz Financial Services LLC

SELL
 -
-7.17K
- 46.71%
$334K - $361K
8.18K $186K
Jul 11, 2022 Q2 2022
Hurlow Wealth Management Group, Inc.

SELL
 -
-7.35K
Closed
$343K - $370K
0 $0
Aug 15, 2022 Q2 2022
Zacks Investment Management

Chicago, IL
SELL
 -
-7.65K
Closed
$357K - $385K
0 $0
Jul 22, 2022 Q2 2022
Phillips Financial Management, LLC

SELL
 -
-7.68K
- 9.57%
$358K - $387K
72.6K $1.65M
Jul 20, 2022 Q2 2022
Security Financial Services, Inc.

SELL
 -
-7.88K
- 6.91%
$367K - $397K
106K $2.41M
Dec 11, 2023 Q2 2022
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-7.95K
- 29.99%
$371K - $401K
18.6K $422K
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

SELL
 -
-8.08K
- 29.31%
$377K - $407K
19.5K $443K
Jul 26, 2022 Q2 2022
Colton Groome Financial Advisors, LLC

SELL
 -
-8.33K
Closed
$388K - $419K
0 $0
Jul 26, 2022 Q2 2022
Nbt Bank N A

SELL
 -
-8.52K
- 16.47%
$397K - $429K
43.2K $981K
Jul 21, 2022 Q2 2022
Chesapeake Wealth Management

SELL
 -
-8.69K
- 9.39%
$405K - $438K
83.9K $1.91M
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
SELL
 -
-8.7K
- 19.97%
$406K - $438K
34.9K $792K
Jul 25, 2022 Q2 2022
Hc Financial Advisors Inc

SELL
 -
-9.04K
Closed
$421K - $455K
0 $0
Jul 07, 2022 Q2 2022
Wipfli Financial Advisors Llc,

SELL
 -
-9.19K
Closed
$428K - $463K
0 $0
Jul 19, 2022 Q2 2022
Evensky & Katz LLC

SELL
 -
-9.27K
- 16.78%
$432K - $467K
46K $1.05M
Jul 20, 2022 Q2 2022
Gsb Wealth Management, LLC

SELL
 -
-9.35K
- 29.1%
$436K - $471K
22.8K $518K
Jul 21, 2022 Q2 2022
Ogorek Anthony Joseph

SELL
 -
-9.46K
- 64.48%
$441K - $477K
5.21K $118K
Jul 22, 2022 Q2 2022
Lvw Advisors, LLC

SELL
 -
-9.62K
- 6.83%
$448K - $484K
131K $2.98M
Aug 11, 2022 Q2 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-9.78K
- 52.85%
$456K - $492K
8.72K $198K
Jul 25, 2022 Q2 2022
Summit Financial Strategies, Inc.

SELL
 -
-10.1K
- 8.6%
$472K - $510K
108K $2.45M
Aug 16, 2022 Q2 2022
Fidelis I M, LLC

Medford, OR
SELL
 -
-10.2K
- 17.72%
$475K - $513K
47.3K $1.07M
Aug 15, 2022 Q2 2022
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-10.4K
- 7.84%
$483K - $522K
122K $2.77M
Aug 03, 2022 Q2 2022
Bedell Frazier Investment Counseling, LLC

SELL
 -
-10.4K
Closed
$485K - $524K
0 $0
Jul 13, 2022 Q2 2022
Retirement Planning Group

SELL
 -
-10.7K
- 13.87%
$501K - $541K
66.7K $1.52M
Jul 13, 2022 Q2 2022
Bergan Kdv Wealth Management, LLC

SELL
 -
-11K
- 22.85%
$511K - $552K
37K $841K
Aug 02, 2022 Q2 2022
Centaurus Financial, Inc.

SELL
 -
-11.1K
- 23.12%
$520K - $561K
37.1K $842K
Aug 12, 2022 Q2 2022
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-11.2K
- 46.67%
$523K - $565K
12.8K $291K
Aug 01, 2022 Q2 2022
Blue Chip Partners, Inc.

SELL
 -
-11.4K
Closed
$531K - $574K
0 $0
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

SELL
 -
-11.5K
- 30.95%
$537K - $580K
25.7K $584K
Aug 05, 2022 Q2 2022
Maltin Wealth Management, Inc.

SELL
 -
-11.6K
Closed
$539K - $583K
0 $0
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-11.9K
- 5.14%
$554K - $599K
219K $4.99M
Aug 08, 2022 Q2 2022
Connectus Wealth, LLC

Cincinnati, OH
SELL
 -
-11.9K
- 2.98%
$555K - $599K
387K $8.8M
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-12K
- 5.58%
$559K - $604K
203K $4.61M
Jul 29, 2022 Q2 2022
Burt Wealth Advisors

SELL
 -
-12.5K
- 45.04%
$581K - $628K
15.2K $346K
Jul 14, 2022 Q2 2022
Ma Private Wealth

SELL
 -
-12.8K
Closed
$599K - $647K
0 $0
Jul 12, 2022 Q2 2022
Verity Wealth Advisors

SELL
 -
-13.1K
- 12.45%
$609K - $658K
91.8K $2.09M
Aug 08, 2022 Q2 2022
Apriem Advisors

Irvine, CA
SELL
 -
-13.3K
- 2.06%
$618K - $668K
630K $14.3M
Jul 25, 2022 Q2 2022
Tnf LLC

SELL
 -
-13.4K
- 10.44%
$627K - $677K
115K $2.62M
Aug 15, 2022 Q2 2022
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-13.5K
- 21.41%
$628K - $678K
49.4K $1.12M
Jul 28, 2022 Q2 2022
Dagco, Inc.

SELL
 -
-13.8K
Closed
$645K - $697K
0 $0
Aug 03, 2022 Q2 2022
Motive Wealth Advisors

SELL
 -
-14.3K
Closed
$668K - $721K
0 $0
Aug 09, 2022 Q2 2022
Red Tortoise LLC

Atlanta, GA
SELL
 -
-14.7K
- 54.71%
$685K - $740K
12.2K $277K
Jul 19, 2022 Q2 2022
Valicenti Advisory Services Inc

SELL
 -
-15K
- 27.57%
$698K - $754K
39.3K $894K
Aug 11, 2022 Q2 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-15.2K
- 10.77%
$707K - $764K
126K $2.86M

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