Purchases and Sales Made in Q3 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 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 23, 2022 Q3 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
1.84K
+ 1.05%
$82.6K - $90.1K
176K $4.01M
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
1.7K
+ 8.49%
$76.3K - $83.3K
21.7K $493K
Nov 09, 2022 Q3 2022
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
1.65K
+ 11.46%
$74.3K - $81.1K
16.1K $365K
Oct 28, 2022 Q3 2022
Northwest Investment Counselors, LLC

BUY
 -
1.58K
+ 1.06%
$71.2K - $77.8K
152K $3.45M
Dec 19, 2024 Q3 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
1.52K
+ 1.92%
$68.5K - $74.8K
81.1K $1.84M
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
1.51K
+ 16.07%
$68K - $74.2K
10.9K $248K
Nov 09, 2022 Q3 2022
Nyl Investors LLC

New York, NY
BUY
 -
1.5K
+ 2.3%
$67.5K - $73.6K
66.8K $1.52M
Nov 14, 2022 Q3 2022
Meridian Wealth Management, LLC

BUY
 -
1.48K
+ 27.74%
$66.3K - $72.4K
6.79K $154K
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
1.44K
+ 11.81%
$64.9K - $70.8K
13.7K $311K
Nov 02, 2022 Q3 2022
Retirement Guys Formula LLC

BUY
 -
1.38K
+ 10.97%
$62.3K - $67.9K
14K $318K
Oct 14, 2022 Q3 2022
Oldfather Financial Services, LLC

BUY
 -
1.17K
+ 6.26%
$52.7K - $57.5K
19.9K $452K
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.1K
+ 3.23%
$49.6K - $54.1K
35.2K $800K
Oct 13, 2022 Q3 2022
Cooper Financial Group

BUY
 -
1.02K
+ 6.96%
$45.8K - $50K
15.6K $355K
Sep 01, 2023 Q3 2022
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
1.02K
+ 1.35%
$45.7K - $49.9K
76.2K $1.73M
Nov 10, 2022 Q3 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
1.01K
+ 2.82%
$45.2K - $49.4K
36.7K $834K
Oct 25, 2022 Q3 2022
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
963
+ 9.5%
$43.3K - $47.3K
11.1K $252K
Nov 03, 2022 Q3 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
887
New
$39.9K - $43.5K
887 $20.2K
Nov 10, 2022 Q3 2022
Momentum Advisors, LLC

BUY
 -
884
+ 4.93%
$39.8K - $43.4K
18.8K $428K
Oct 13, 2022 Q3 2022
Lvw Advisors, LLC

BUY
 -
834
+ 0.64%
$37.5K - $40.9K
132K $3M
Nov 01, 2022 Q3 2022
Blooom, Inc.

BUY
 -
793
+ 4.62%
$35.7K - $38.9K
18K $409K
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
785
+ 5.56%
$35.3K - $38.5K
14.9K $339K
Oct 13, 2022 Q3 2022
Baldrige Asset Management LLC

BUY
 -
763
+ 2.97%
$34.3K - $37.5K
26.4K $601K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
707
+ 2.17%
$31.8K - $34.7K
33.2K $756K
Oct 11, 2022 Q3 2022
Rda Financial Network

BUY
 -
673
+ 9.82%
$30.3K - $33K
7.52K $171K
Oct 18, 2022 Q3 2022
Apeiron Ria LLC

BUY
 -
655
+ 1.14%
$29.5K - $32.2K
58K $1.32M
Nov 04, 2022 Q3 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
652
+ 2.09%
$29.3K - $32K
31.8K $723K
Nov 08, 2022 Q3 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
604
+ 2.73%
$27.2K - $29.7K
22.7K $516K
Oct 06, 2022 Q3 2022
Pure Financial Advisors, LLC

BUY
 -
580
+ 2.79%
$26.1K - $28.5K
21.4K $486K
Nov 14, 2022 Q3 2022
Manchester Financial Inc

BUY
 -
575
+ 2.1%
$25.9K - $28.2K
27.9K $635K
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
556
+ 1.56%
$25K - $27.3K
36.1K $821K
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
548
+ 39.26%
$24.6K - $26.9K
1.94K $44.2K
Nov 04, 2022 Q3 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
525
+ 5.06%
$23.6K - $25.8K
10.9K $248K
Nov 10, 2022 Q3 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
506
+ 8.52%
$22.8K - $24.8K
6.44K $146K
Oct 21, 2022 Q3 2022
Beacon Financial Advisory LLC

BUY
 -
493
+ 4.37%
$22.2K - $24.2K
11.8K $268K
Oct 21, 2022 Q3 2022
Rhs Financial, LLC

BUY
 -
492
+ 1.2%
$22.1K - $24.2K
41.6K $946K
Nov 04, 2022 Q3 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
468
+ 8.97%
$21.1K - $23K
5.68K $129K
Nov 01, 2022 Q3 2022
Sheets Smith Wealth Management

BUY
 -
462
+ 10.3%
$20.8K - $22.7K
4.95K $112K
Jan 19, 2023 Q3 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
455
New
$20.5K - $22.3K
455 $10.3K
Oct 27, 2022 Q3 2022
Diversified Investment Strategies, LLC

BUY
 -
440
+ 3.83%
$19.8K - $21.6K
11.9K $271K
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
430
+ 16.9%
$19.3K - $21.1K
2.98K $67.6K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
425
+ 4.24%
$19.1K - $20.9K
10.5K $238K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
410
+ 0.45%
$18.4K - $20.1K
90.6K $2.06M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
402
+ 3.67%
$18.1K - $19.7K
11.4K $258K
Oct 11, 2022 Q3 2022
Boenning & Scattergood, Inc.

BUY
 -
400
+ 5.0%
$18K - $19.6K
8.4K $191K
Nov 10, 2022 Q3 2022
True North Advisors, LLC

BUY
 -
385
+ 1.14%
$17.3K - $18.9K
34.1K $776K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
373
+ 0.62%
$16.8K - $18.3K
60.1K $1.37M
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
368
+ 9.88%
$16.6K - $18.1K
4.09K $93K
Nov 07, 2022 Q3 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
343
+ 1.82%
$15.4K - $16.8K
19.2K $437K
Oct 18, 2022 Q3 2022
Courage Miller Partners, LLC

BUY
 -
314
+ 0.49%
$14.1K - $15.4K
64.2K $1.46M

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