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
Oct 12, 2022 Q3 2022
Successful Portfolios LLC

SELL
 -
-389
- 4.32%
$17.5K - $19.1K
8.62K $196K
Oct 25, 2022 Q3 2022
Fifth Third Securities, Inc.

SELL
 -
-390
- 0.66%
$17.5K - $19.1K
58.7K $1.33M
Oct 18, 2022 Q3 2022
Wbh Advisory Inc

SELL
 -
-393
- 2.5%
$17.7K - $19.3K
15.3K $348K
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-415
- 2.12%
$18.7K - $20.4K
19.2K $436K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

SELL
 -
-473
- 1.28%
$21.3K - $23.2K
36.6K $831K
Nov 15, 2022 Q3 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-475
- 21.44%
$21.4K - $23.3K
1.74K $39.6K
Oct 21, 2022 Q3 2022
Summit Financial Strategies, Inc.

SELL
 -
-483
- 0.45%
$21.7K - $23.7K
107K $2.44M
Oct 11, 2022 Q3 2022
Cedar Mountain Advisors, LLC

SELL
 -
-489
- 10.5%
$22K - $24K
4.17K $94.7K
Nov 14, 2022 Q3 2022
Arbor Capital Management Inc

Anchorage, AK
SELL
 -
-516
- 3.49%
$23.2K - $25.3K
14.3K $324K
Oct 21, 2022 Q3 2022
Blossom Wealth Management

SELL
 -
-556
- 2.51%
$25K - $27.3K
21.6K $490K
Oct 20, 2022 Q3 2022
Brand Asset Management Group, Inc.

SELL
 -
-572
- 4.2%
$25.7K - $28.1K
13.1K $297K
Oct 18, 2022 Q3 2022
Whelan Financial

SELL
 -
-575
- 6.09%
$25.9K - $28.2K
8.87K $202K
Oct 27, 2022 Q3 2022
Appleton Partners Inc

SELL
 -
-592
- 10.63%
$26.6K - $29.1K
4.98K $113K
Oct 28, 2022 Q3 2022
Savant Capital, LLC

SELL
 -
-610
- 1.43%
$27.4K - $29.9K
41.9K $953K
Oct 12, 2022 Q3 2022
Horan Securities, Inc.

SELL
 -
-621
- 27.61%
$27.9K - $30.5K
1.63K $37K
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

SELL
 -
-632
- 17.33%
$28.4K - $31K
3.01K $68.5K
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

SELL
 -
-633
- 0.5%
$28.5K - $31.1K
125K $2.84M
Nov 10, 2022 Q3 2022
Mirae Asset Global Investments Co., Ltd.

SELL
 -
-644
- 5.55%
$29K - $31.6K
11K $249K
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-675
- 5.43%
$30.4K - $33.1K
11.8K $267K
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

SELL
 -
-694
- 3.56%
$31.2K - $34.1K
18.8K $427K
Oct 26, 2022 Q3 2022
Tilia Fiduciary Partners, Inc.

SELL
 -
-705
- 68.78%
$31.7K - $34.6K
320 $7.27K
Oct 11, 2022 Q3 2022
Anderson Hoagland & CO

SELL
 -
-715
- 5.24%
$32.2K - $35.1K
12.9K $294K
Nov 10, 2022 Q3 2022
Rkl Wealth Management LLC

SELL
 -
-720
- 0.95%
$32.4K - $35.3K
75.2K $1.71M
Nov 22, 2022 Q3 2022
Cva Family Office, LLC

SELL
 -
-760
- 89.94%
$34.2K - $37.3K
85 $1.93K
Oct 25, 2022 Q3 2022
Friedenthal Financial

SELL
 -
-779
- 0.59%
$35K - $38.2K
132K $2.99M
Oct 28, 2022 Q3 2022
Redw Wealth LLC

SELL
 -
-793
- 8.31%
$35.7K - $38.9K
8.75K $199K
Nov 07, 2022 Q3 2022
Spire Wealth Management

SELL
 -
-801
- 20.49%
$36K - $39.3K
3.11K $70.6K
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-853
- 16.4%
$38.4K - $41.9K
4.35K $98.8K
Nov 08, 2022 Q3 2022
Nbt Bank N A

SELL
 -
-860
- 1.99%
$38.7K - $42.2K
42.3K $962K
Oct 26, 2022 Q3 2022
Blue Barn Wealth, LLC

SELL
 -
-874
- 1.5%
$39.3K - $42.9K
57.4K $1.3M
Nov 14, 2022 Q3 2022
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-886
- 12.15%
$39.9K - $43.5K
6.41K $146K
Oct 21, 2022 Q3 2022
Midwest Heritage Bank, Fsb

SELL
 -
-890
- 4.82%
$40K - $43.7K
17.6K $400K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

SELL
 -
-890
- 2.53%
$40K - $43.7K
34.3K $781K
Oct 21, 2022 Q3 2022
Rosenberg Matthew Hamilton

SELL
 -
-935
- 66.69%
$42.1K - $45.9K
467 $10.6K
Oct 19, 2022 Q3 2022
Evensky & Katz LLC

SELL
 -
-949
- 2.06%
$42.7K - $46.6K
45K $1.02M
Nov 07, 2022 Q3 2022
Personal Capital Advisors Corp

SELL
 -
-980
- 4.61%
$44.1K - $48.1K
20.3K $461K
Oct 18, 2022 Q3 2022
Acr Alpine Capital Research, LLC

SELL
 -
-990
- 4.33%
$44.5K - $48.6K
21.9K $497K
Oct 14, 2022 Q3 2022
Phocas Financial Corp.

Alameda, CA
SELL
 -
-1K
- 5.76%
$45K - $49.1K
16.4K $372K
Oct 07, 2022 Q3 2022
Bcs Wealth Management

SELL
 -
-1K
- 8.66%
$45.1K - $49.2K
10.6K $240K
Oct 31, 2022 Q3 2022
Exchange Capital Management, Inc.

SELL
 -
-1.02K
- 2.79%
$46K - $50.2K
35.6K $809K
Nov 10, 2022 Q3 2022
Landmark Financial Advisors, LLC

SELL
 -
-1.03K
- 5.76%
$46.3K - $50.6K
16.9K $383K
Nov 08, 2022 Q3 2022
Barden Capital Management, Inc.

SELL
 -
-1.05K
- 1.75%
$47.4K - $51.7K
59K $1.34M
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

SELL
 -
-1.11K
- 73.06%
$49.9K - $54.4K
409 $9.3K
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

SELL
 -
-1.14K
- 1.63%
$51.3K - $56K
69K $1.57M
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-1.15K
- 99.05%
$51.5K - $56.3K
11 $250
Oct 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

SELL
 -
-1.17K
- 23.12%
$52.5K - $57.3K
3.88K $88.2K
Nov 09, 2022 Q3 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-1.2K
- 6.88%
$53.8K - $58.7K
16.2K $368K
Oct 05, 2022 Q3 2022
Time Scale Financial, Inc.

SELL
 -
-1.25K
- 6.06%
$56.2K - $61.3K
19.4K $440K
Dec 13, 2022 Q3 2022
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
SELL
 -
-1.28K
Closed
$57.4K - $62.7K
0 $0

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