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 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.77K- 44.43% |
$215K - $234K
|
5.97K
$136K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.78K- 17.59% |
$215K - $235K
|
22.4K
$509K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4.79K- 5.43% |
$216K - $235K
|
83.5K
$1.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.85K- 4.4% |
$218K - $238K
|
105K
$2.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-4.95K- 2.63% |
$223K - $243K
|
184K
$4.17M
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-4.99K- 3.5% |
$224K - $245K
|
137K
$3.12M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-5.18K- 5.38% |
$233K - $254K
|
91K
$2.07M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.18K- 5.38% |
$233K - $254K
|
91K
$2.07M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.29K- 8.69% |
$238K - $260K
|
55.6K
$1.26M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.54K- 5.34% |
$249K - $272K
|
98.1K
$2.23M
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.62K- 32.09% |
$253K - $276K
|
11.9K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.64K- 2.52% |
$254K - $277K
|
218K
$4.95M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-5.8K- 23.29% |
$261K - $285K
|
19.1K
$434K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6.1K- 16.84% |
$274K - $299K
|
30.1K
$685K
|
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-7.09K- 5.74% |
$319K - $348K
|
116K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.04K- 9.1% |
$361K - $394K
|
80.3K
$1.82M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.04K- 83.93% |
$362K - $395K
|
1.54K
$35K
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-8.3K- 14.93% |
$373K - $407K
|
47.3K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.39K- 3.7% |
$377K - $412K
|
218K
$4.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8.45K- 21.77% |
$380K - $415K
|
30.4K
$690K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-8.73K- 31.13% |
$393K - $429K
|
19.3K
$439K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.79K- 12.12% |
$395K - $431K
|
63.7K
$1.45M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-8.81K- 28.08% |
$396K - $433K
|
22.6K
$513K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-8.87K- 4.85% |
$399K - $436K
|
174K
$3.95M
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-8.91K- 14.93% |
$401K - $437K
|
50.8K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.06K- 22.02% |
$408K - $445K
|
32.1K
$729K
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-9.44K- 11.26% |
$425K - $464K
|
74.4K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-9.48K- 23.37% |
$427K - $466K
|
31.1K
$707K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-9.49K- 40.51% |
$427K - $466K
|
13.9K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.49K- 28.66% |
$427K - $466K
|
23.6K
$537K
|
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-9.84K- 25.02% |
$443K - $483K
|
29.5K
$670K
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-10.1K- 34.03% |
$452K - $493K
|
19.5K
$443K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 4.63% |
$457K - $499K
|
209K
$4.76M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10.4K- 11.27% |
$468K - $511K
|
82K
$1.86M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-10.5K- 18.6% |
$472K - $515K
|
45.9K
$1.04M
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-11.1K- 37.93% |
$501K - $547K
|
18.2K
$414K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.3K- 8.67% |
$507K - $553K
|
119K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-11.5K- 26.86% |
$519K - $566K
|
31.4K
$714K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-11.8K- 4.05% |
$531K - $579K
|
279K
$6.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-11.8K- 21.96% |
$532K - $580K
|
42K
$954K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-14.4K- 13.55% |
$647K - $706K
|
91.8K
$2.09M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-14.5K- 16.15% |
$651K - $711K
|
75.2K
$1.71M
|
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-15.7K- 36.5% |
$708K - $773K
|
27.4K
$623K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-15.9K- 32.26% |
$716K - $782K
|
33.4K
$760K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16.6K- 44.95% |
$748K - $817K
|
20.4K
$463K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-16.7K- 1.18% |
$752K - $821K
|
1.41M
$31.9M
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
SELL
|
- |
-18K- 17.11% |
$809K - $883K
|
87.1K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-18.1K- 15.9% |
$815K - $889K
|
95.8K
$2.18M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-20.4K- 58.1% |
$918K - $1M
|
14.7K
$335K
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-21.5K- 47.26% |
$968K - $1.06M
|
24K
$546K
|