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 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$180 - $196
|
2.47K
$56.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 21.05% |
$180 - $196
|
23
$523
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.05% |
$135 - $147
|
6.39K
$145K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.72% |
$135 - $147
|
418
$9.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.53% |
$90 - $98.2
|
378
$8.59K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.66% |
$45 - $49.1
|
153
$3.48K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.42% |
$45 - $49.1
|
241
$5.48K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1- 0.1% |
$45 - $49.1
|
1.02K
$23.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 0.59% |
$135 - $147
|
503
$11.4K
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-8- 2.41% |
$360 - $393
|
324
$7.36K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9- 0.04% |
$405 - $442
|
23.9K
$543K
|
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-9- 0.07% |
$405 - $442
|
12.1K
$275K
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-10- 0.19% |
$450 - $491
|
5.31K
$121K
|
|
|
Oct 25, 2022
Q3 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-18- 1.65% |
$810 - $884
|
1.07K
$24.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-25- 0.3% |
$1.12K - $1.23K
|
8.35K
$190K
|
|
|
Nov 14, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-30- 0.09% |
$1.35K - $1.47K
|
34.9K
$793K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-33- 0.34% |
$1.48K - $1.62K
|
9.61K
$218K
|
|
|
Nov 10, 2022
Q3 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-40- 0.44% |
$1.8K - $1.96K
|
9K
$205K
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-41- 0.42% |
$1.84K - $2.01K
|
9.76K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-49- 0.47% |
$2.2K - $2.41K
|
10.3K
$235K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-72- 0.89% |
$3.24K - $3.53K
|
8.01K
$182K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-72- 64.86% |
$3.24K - $3.53K
|
39
$886
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-73- 14.87% |
$3.28K - $3.58K
|
418
$9.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-87- 0.13% |
$3.91K - $4.27K
|
66.3K
$1.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-105- 1.63% |
$4.72K - $5.15K
|
6.35K
$144K
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-111- 0.9% |
$4.99K - $5.45K
|
12.2K
$278K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-114- 60.0% |
$5.13K - $5.6K
|
76
$1.73K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-114- 60.0% |
$5.13K - $5.6K
|
76
$1.73K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-115- 1.47% |
$5.17K - $5.65K
|
7.72K
$176K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-117- 1.38% |
$5.26K - $5.74K
|
8.33K
$189K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-129- 6.53% |
$5.8K - $6.33K
|
1.85K
$41.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Gpwm LLC
|
SELL
|
- |
-136- 8.25% |
$6.12K - $6.68K
|
1.51K
$34.4K
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-147- 1.58% |
$6.61K - $7.22K
|
9.18K
$209K
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-163- 1.57% |
$7.33K - $8K
|
10.2K
$233K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-189- 2.23% |
$8.5K - $9.28K
|
8.29K
$188K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-189- 2.23% |
$8.5K - $9.28K
|
8.29K
$188K
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-210- 1.95% |
$9.45K - $10.3K
|
10.5K
$240K
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-240- 1.5% |
$10.8K - $11.8K
|
15.7K
$357K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-257- 35.06% |
$11.6K - $12.6K
|
476
$10.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-261- 3.46% |
$11.7K - $12.8K
|
7.28K
$166K
|
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-273- 1.38% |
$12.3K - $13.4K
|
19.5K
$443K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-289- 1.55% |
$13K - $14.2K
|
18.3K
$417K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-295- 5.73% |
$13.3K - $14.5K
|
4.86K
$110K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-300- 1.63% |
$13.5K - $14.7K
|
18.1K
$411K
|
|
|
Nov 08, 2022
Q3 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-311- 1.03% |
$14K - $15.3K
|
29.8K
$677K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-319- 1.81% |
$14.3K - $15.7K
|
17.3K
$394K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-329- 1.4% |
$14.8K - $16.2K
|
23.2K
$527K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-347- 0.9% |
$15.6K - $17K
|
38.1K
$865K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-355- 92.93% |
$16K - $17.4K
|
27
$614
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-367- 9.36% |
$16.5K - $18K
|
3.55K
$80.8K
|