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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21.7K- 29.42% |
$977K - $1.07M
|
52.1K
$1.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-21.8K- 36.87% |
$981K - $1.07M
|
37.4K
$849K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.9K- 6.26% |
$984K - $1.07M
|
328K
$7.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23K- 17.6% |
$1.03M - $1.13M
|
108K
$2.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-25.3K- 16.43% |
$1.14M - $1.24M
|
129K
$2.93M
|
|
|
Oct 26, 2022
Q3 2022
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-27.5K- 58.18% |
$1.24M - $1.35M
|
19.8K
$449K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-31K- 32.25% |
$1.39M - $1.52M
|
65.1K
$1.48M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-34.4K- 37.35% |
$1.55M - $1.69M
|
57.7K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-37.1K- 46.8% |
$1.67M - $1.82M
|
42.2K
$960K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-37.2K- 2.1% |
$1.67M - $1.83M
|
1.74M
$39.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-38.5K- 6.91% |
$1.73M - $1.89M
|
518K
$11.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-38.5K- 6.91% |
$1.73M - $1.89M
|
518K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.7K- 6.09% |
$1.79M - $1.95M
|
612K
$13.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-46.2K- 44.01% |
$2.08M - $2.27M
|
58.8K
$1.34M
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-49.8K- 44.1% |
$2.24M - $2.45M
|
63.2K
$1.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-54.9K- 11.17% |
$2.47M - $2.7M
|
437K
$9.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-57.3K- 9.1% |
$2.58M - $2.81M
|
573K
$13M
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-59.1K- 76.33% |
$2.66M - $2.9M
|
18.3K
$417K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-62K- 23.6% |
$2.79M - $3.04M
|
201K
$4.56M
|
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-67.2K- 90.47% |
$3.02M - $3.3M
|
7.07K
$161K
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-74.1K- 21.42% |
$3.33M - $3.64M
|
272K
$6.18M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-76.1K- 9.38% |
$3.42M - $3.74M
|
735K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-84.2K- 84.28% |
$3.79M - $4.13M
|
15.7K
$357K
|
|
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-91.2K- 50.14% |
$4.1M - $4.48M
|
90.7K
$2.06M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-91.2K- 15.74% |
$4.1M - $4.48M
|
488K
$11.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
SELL
|
- |
-101K- 26.1% |
$4.55M - $4.96M
|
286K
$6.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-102K- 45.21% |
$4.57M - $4.99M
|
123K
$2.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-110K- 29.2% |
$4.93M - $5.38M
|
266K
$6.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-118K- 35.66% |
$5.32M - $5.81M
|
213K
$4.85M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-119K- 11.99% |
$5.37M - $5.86M
|
877K
$19.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Tenret CO LLC
|
SELL
|
- |
-123K- 47.71% |
$5.51M - $6.02M
|
134K
$3.05M
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-124K- 70.33% |
$5.56M - $6.07M
|
52.1K
$1.18M
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-128K- 8.28% |
$5.76M - $6.29M
|
1.42M
$32.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-196K- 74.16% |
$8.82M - $9.63M
|
68.4K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-197K- 23.57% |
$8.85M - $9.66M
|
638K
$14.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-226K- 59.41% |
$10.2M - $11.1M
|
154K
$3.51M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-243K- 24.37% |
$10.9M - $11.9M
|
755K
$17.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-270K- 71.66% |
$12.1M - $13.2M
|
107K
$2.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-306K- 42.24% |
$13.8M - $15M
|
419K
$9.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-334K- 9.14% |
$15M - $16.4M
|
3.32M
$75.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-349K- 90.2% |
$15.7M - $17.1M
|
37.9K
$862K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-432K- 16.89% |
$19.4M - $21.2M
|
2.12M
$48.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-642K- 46.48% |
$28.9M - $31.5M
|
739K
$16.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-642K- 46.48% |
$28.9M - $31.5M
|
739K
$16.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-747K- 61.94% |
$33.6M - $36.6M
|
459K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.11M- 51.75% |
$95M - $104M
|
1.97M
$44.8M
|