Purchases and Sales Made in Q3 2022 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.7KNew |
$481K - $525K
|
10.7K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10K+ 226.75% |
$451K - $492K
|
14.5K
$328K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10K+ 6.23% |
$451K - $492K
|
171K
$3.88M
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
9.45KNew |
$425K - $464K
|
9.45K
$215K
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
9.13K+ 104.04% |
$411K - $448K
|
17.9K
$407K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.75KNew |
$349K - $380K
|
7.75K
$176K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7.2K+ 384.36% |
$324K - $354K
|
9.08K
$206K
|
|
|
Oct 18, 2022
Q3 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
6.93KNew |
$312K - $340K
|
6.93K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.74K+ 21.69% |
$303K - $331K
|
37.8K
$860K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.5K+ 11.04% |
$292K - $319K
|
65.4K
$1.49M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
6.29K+ 123.29% |
$283K - $309K
|
11.4K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
6.08K+ 118.69% |
$273K - $298K
|
11.2K
$255K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.65K+ 4.51% |
$254K - $277K
|
131K
$2.97M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.62K+ 13.33% |
$253K - $276K
|
47.8K
$1.09M
|
|
|
Aug 18, 2023
Q3 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
5.53K+ 1.45% |
$249K - $271K
|
388K
$8.81M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.29KNew |
$238K - $259K
|
5.29K
$120K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.26KNew |
$237K - $258K
|
5.26K
$120K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
4.95K+ 14.47% |
$223K - $243K
|
39.2K
$890K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.94K+ 160.75% |
$222K - $243K
|
8.01K
$182K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.55K+ 1.56% |
$205K - $224K
|
296K
$6.74M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.47KNew |
$201K - $219K
|
4.47K
$102K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
4.39K+ 14.11% |
$198K - $216K
|
35.5K
$807K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.29K+ 4.57% |
$193K - $210K
|
98.2K
$2.23M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
4.14K+ 6.0% |
$186K - $203K
|
73.2K
$1.66M
|
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.12K+ 8.88% |
$185K - $202K
|
50.5K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.98K+ 1.93% |
$179K - $195K
|
210K
$4.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.62K+ 19.19% |
$163K - $178K
|
22.5K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.51K+ 4.6% |
$158K - $172K
|
79.7K
$1.81M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.31K+ 42.86% |
$149K - $162K
|
11K
$250K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.18K+ 4.43% |
$143K - $156K
|
75K
$1.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.15K+ 41.29% |
$142K - $155K
|
10.8K
$245K
|
|
|
Oct 24, 2022
Q3 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
3.1K+ 2.34% |
$139K - $152K
|
136K
$3.08M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.08K+ 2.26% |
$138K - $151K
|
139K
$3.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.07K+ 2.44% |
$138K - $150K
|
129K
$2.93M
|
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
3.06K+ 8.78% |
$138K - $150K
|
37.9K
$862K
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.97K+ 27.25% |
$133K - $146K
|
13.8K
$315K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.93K+ 55.05% |
$132K - $144K
|
8.25K
$188K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.83K+ 1.23% |
$127K - $139K
|
232K
$5.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.8K+ 16.5% |
$126K - $137K
|
19.7K
$449K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.75K+ 3.71% |
$124K - $135K
|
77K
$1.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.68K+ 6.35% |
$120K - $131K
|
44.8K
$1.02M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
2.56K+ 2.22% |
$115K - $126K
|
118K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.52K+ 23.35% |
$113K - $124K
|
13.3K
$302K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.42K+ 3.44% |
$109K - $119K
|
72.9K
$1.66M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.42K+ 3.34% |
$109K - $119K
|
75K
$1.71M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.22K+ 34.71% |
$100K - $109K
|
8.63K
$196K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
2.18K+ 8.13% |
$98.2K - $107K
|
29K
$660K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.99K+ 0.7% |
$89.3K - $97.4K
|
286K
$6.49M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.94K+ 8.51% |
$87.1K - $95.1K
|
24.7K
$562K
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
1.89K+ 0.48% |
$85.2K - $93K
|
400K
$9.1M
|