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 03, 2022 Q3 2022
Western Financial Corporation

BUY
 -
279
+ 1.15%
$12.5K - $13.7K
24.5K $557K
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
267
New
$12K - $13.1K
267 $6.07K
Oct 03, 2022 Q3 2022
M&R Capital Management Inc

BUY
 -
254
+ 239.62%
$11.4K - $12.5K
360 $8.18K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
248
+ 4.46%
$11.2K - $12.2K
5.8K $132K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
220
New
$9.9K - $10.8K
220 $5K
Oct 20, 2022 Q3 2022
Signet Investment Advisory Group, Inc.

BUY
 -
201
+ 1.18%
$9.04K - $9.87K
17.2K $392K
Oct 24, 2022 Q3 2022
Optimum Investment Advisors

BUY
 -
199
+ 5.34%
$8.95K - $9.77K
3.93K $89.3K
Oct 21, 2022 Q3 2022
Strateg Iq Financial Group, LLC

BUY
 -
187
+ 3.43%
$8.41K - $9.18K
5.63K $128K
Nov 07, 2022 Q3 2022
Huntington National Bank

Columbus, OH
BUY
 -
182
New
$8.19K - $8.93K
182 $4.14K
Nov 04, 2022 Q3 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
166
+ 0.65%
$7.47K - $8.15K
25.6K $581K
Nov 14, 2022 Q3 2022
Quantum Capital Management, LLC

Northfield, NJ
BUY
 -
150
+ 2.75%
$6.75K - $7.36K
5.61K $128K
Nov 14, 2022 Q3 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
147
+ 2.18%
$6.61K - $7.22K
6.91K $157K
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
144
+ 93.51%
$6.48K - $7.07K
298 $6.77K
Nov 01, 2022 Q3 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
138
+ 0.51%
$6.21K - $6.77K
27.1K $615K
Nov 09, 2022 Q3 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
137
+ 2.22%
$6.16K - $6.73K
6.31K $143K
Oct 28, 2022 Q3 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
132
+ 80.49%
$5.94K - $6.48K
296 $6.73K
Oct 25, 2022 Q3 2022
Vista Wealth Management Group, LLC

BUY
 -
129
+ 0.4%
$5.8K - $6.33K
32.1K $730K
Jul 17, 2024 Q3 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
122
+ 297.56%
$5.49K - $5.99K
163 $3.7K
Oct 27, 2022 Q3 2022
Lathrop Investment Management Corp

BUY
 -
120
+ 0.62%
$5.4K - $5.89K
19.4K $442K
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

BUY
 -
117
+ 2.97%
$5.26K - $5.74K
4.06K $92.3K
Nov 14, 2022 Q3 2022
Bsw Wealth Partners

Boulder, CO
BUY
 -
107
+ 1.73%
$4.81K - $5.25K
6.28K $143K
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
92
+ 1.15%
$4.14K - $4.52K
8.09K $184K
Nov 14, 2022 Q3 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
87
+ 0.4%
$3.91K - $4.27K
21.8K $495K
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
87
New
$3.91K - $4.27K
87 $1.98K
Oct 17, 2022 Q3 2022
Lex Aurum Advisors, LLC

BUY
 -
65
+ 0.3%
$2.92K - $3.19K
21.5K $489K
Feb 14, 2023 Q3 2022
All Gen Financial Advisors, Inc.

Orlando, FL
BUY
 -
55
+ 0.64%
$2.47K - $2.7K
8.65K $197K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
51
New
$2.29K - $2.5K
51 $1.16K
Dec 18, 2023 Q3 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
46
New
$2.07K - $2.26K
46 $1.05K
Oct 11, 2022 Q3 2022
Geometric Wealth Advisors

BUY
 -
44
+ 0.63%
$1.98K - $2.16K
7.01K $159K
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
41
+ 1.32%
$1.84K - $2.01K
3.14K $71.3K
Oct 27, 2022 Q3 2022
Alley Investment Management Company, LLC

BUY
 -
39
+ 0.53%
$1.75K - $1.91K
7.35K $167K
Jun 06, 2023 Q3 2022
Walker Financial Services, Inc.

Bowling Green, KY
BUY
 -
38
+ 0.34%
$1.71K - $1.87K
11.1K $252K
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
37
New
$1.66K - $1.82K
37 $841
Oct 20, 2022 Q3 2022
Genesee Capital Advisors, LLC

BUY
 -
37
+ 0.41%
$1.66K - $1.82K
9.01K $205K
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
36
+ 171.43%
$1.62K - $1.77K
57 $1.3K
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
35
+ 0.63%
$1.57K - $1.72K
5.58K $127K
Oct 25, 2022 Q3 2022
Red Cedar Capital, LLC

BUY
 -
30
+ 0.63%
$1.35K - $1.47K
4.81K $109K
Nov 01, 2022 Q3 2022
Parkside Financial Bank & Trust

BUY
 -
27
+ 0.57%
$1.21K - $1.33K
4.76K $108K
Feb 16, 2023 Q3 2022
Bensler, LLC

Bellevue, WA
BUY
 -
27
+ 0.55%
$1.21K - $1.33K
4.97K $113K
Oct 13, 2022 Q3 2022
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
27
+ 0.54%
$1.21K - $1.33K
5.05K $115K
Oct 21, 2022 Q3 2022
All Season Financial Advisors, Inc.

BUY
 -
25
+ 0.35%
$1.12K - $1.23K
7.21K $164K
Oct 25, 2022 Q3 2022
Arcus Capital Partners, LLC

BUY
 -
22
+ 0.42%
$990 - $1.08K
5.31K $121K
Oct 21, 2022 Q3 2022
True Wealth Advisors, LLC

BUY
 -
20
+ 0.41%
$900 - $982
4.93K $112K
Nov 09, 2022 Q3 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
13
+ 1.36%
$585 - $638
969 $22K
Dec 30, 2022 Q3 2022
Versant Capital Management, Inc

BUY
 -
12
+ 0.65%
$540 - $589
1.86K $42.3K
Nov 10, 2022 Q3 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
12
+ 0.63%
$540 - $589
1.93K $43.8K
Nov 02, 2022 Q3 2022
Townsend Asset Management Corp

BUY
 -
9
+ 0.46%
$405 - $442
1.96K $44.5K
Oct 21, 2022 Q3 2022
Macroview Investment Management LLC

BUY
 -
5
+ 0.69%
$225 - $245
728 $16.5K
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
BUY
 -
5
New
$225 - $245
5 $114

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