Purchases and Sales Made in Q4 2021 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.74M+ 527.67% |
$254M - $258M
|
5.63M
$129M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.12M+ 5.74% |
$59.8M - $60.8M
|
20.5M
$468M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
853K+ 74.0% |
$45.7M - $46.5M
|
2M
$45.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
607K+ 200.77% |
$32.6M - $33.1M
|
910K
$20.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
600K+ 209.6% |
$32.2M - $32.7M
|
886K
$20.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
590K+ 25.92% |
$31.7M - $32.2M
|
2.87M
$65.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
435K+ 18.09% |
$23.3M - $23.7M
|
2.84M
$64.7M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
334KNew |
$17.9M - $18.2M
|
334K
$7.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
333K+ 6.38% |
$17.9M - $18.2M
|
5.55M
$127M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
272KNew |
$14.6M - $14.9M
|
272K
$6.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
264K+ 21.52% |
$14.1M - $14.4M
|
1.49M
$34M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
259KNew |
$13.9M - $14.1M
|
259K
$5.91M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
200KNew |
$10.7M - $10.9M
|
200K
$4.57M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
168KNew |
$9M - $9.15M
|
168K
$3.83M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
166K+ 4.69% |
$8.88M - $9.03M
|
3.69M
$84.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
136K+ 10.74% |
$7.31M - $7.43M
|
1.41M
$32.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
124K+ 3.89% |
$6.64M - $6.75M
|
3.3M
$75.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
117KNew |
$6.26M - $6.36M
|
117K
$2.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
116K+ 9.6% |
$6.2M - $6.31M
|
1.32M
$30.1M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
113K+ 8.54% |
$6.04M - $6.14M
|
1.43M
$32.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
112KNew |
$6.02M - $6.12M
|
112K
$2.56M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
111K+ 3.09% |
$5.95M - $6.05M
|
3.71M
$84.5M
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
110KNew |
$5.9M - $6M
|
110K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 112.68% |
$5.83M - $5.93M
|
205K
$4.68M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
109KNew |
$5.83M - $5.93M
|
109K
$2.48M
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
106KNew |
$5.66M - $5.75M
|
106K
$2.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
100K+ 22.22% |
$5.36M - $5.45M
|
550K
$12.5M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
86.2KNew |
$4.62M - $4.7M
|
86.2K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
76.5K+ 37.41% |
$4.11M - $4.17M
|
281K
$6.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
74.2K+ 1393.02% |
$3.98M - $4.05M
|
79.6K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
60.6KNew |
$3.25M - $3.3M
|
60.6K
$1.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
53.4KNew |
$2.86M - $2.91M
|
53.4K
$1.22M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
50.9K+ 589.44% |
$2.73M - $2.78M
|
59.6K
$1.36M
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
50K+ 126.52% |
$2.68M - $2.73M
|
89.6K
$2.04M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
49.1KNew |
$2.63M - $2.68M
|
49.1K
$1.12M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
47.5K+ 295.2% |
$2.55M - $2.59M
|
63.6K
$1.45M
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
47.5KNew |
$2.55M - $2.59M
|
47.5K
$1.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
47.2KNew |
$2.53M - $2.57M
|
47.2K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
46K+ 378.04% |
$2.47M - $2.51M
|
58.2K
$1.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
44.4KNew |
$2.38M - $2.42M
|
44.4K
$1.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
43.9KNew |
$2.35M - $2.39M
|
43.9K
$1M
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
43.8K+ 255.47% |
$2.35M - $2.39M
|
61K
$1.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
39K+ 758.5% |
$2.09M - $2.13M
|
44.2K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
28.3KNew |
$1.52M - $1.54M
|
28.3K
$645K
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
27.3KNew |
$1.46M - $1.49M
|
27.3K
$623K
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
23.9KNew |
$1.28M - $1.31M
|
23.9K
$546K
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
23.7KNew |
$1.27M - $1.29M
|
23.7K
$541K
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
23.3K+ 8.65% |
$1.25M - $1.27M
|
293K
$6.68M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
20.8KNew |
$1.12M - $1.14M
|
20.8K
$475K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
20.7KNew |
$1.11M - $1.13M
|
20.7K
$473K
|