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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.47KNew |
$401K - $407K
|
7.47K
$172K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
7.17KNew |
$385K - $391K
|
7.17K
$165K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.13KNew |
$382K - $389K
|
7.13K
$164K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.04K+ 82.25% |
$377K - $384K
|
15.6K
$358K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
7.03K+ 6.48% |
$377K - $383K
|
115K
$2.65M
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
6.91K+ 18.28% |
$371K - $377K
|
44.7K
$1.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
6.82K+ 23.2% |
$366K - $372K
|
36.2K
$832K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
6.74KNew |
$361K - $367K
|
6.74K
$155K
|
|
|
Jan 18, 2022
Q4 2021
|
Tenret CO LLC
|
BUY
|
- |
6.58K+ 2.62% |
$353K - $359K
|
258K
$5.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
6.58KNew |
$353K - $358K
|
6.58K
$151K
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
6.13KNew |
$329K - $334K
|
6.13K
$141K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
6K+ 6.65% |
$322K - $327K
|
96.3K
$2.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
5.99KNew |
$321K - $326K
|
5.99K
$137K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.83KNew |
$313K - $318K
|
5.83K
$134K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
5.59KNew |
$300K - $305K
|
5.59K
$128K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.49KNew |
$294K - $299K
|
5.49K
$126K
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.32K+ 55.11% |
$285K - $290K
|
15K
$344K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
5.06K+ 28.36% |
$271K - $276K
|
22.9K
$526K
|
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
4.97K+ 4.93% |
$266K - $271K
|
106K
$2.43M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.72K+ 15.13% |
$253K - $257K
|
35.9K
$825K
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
4.42K+ 11.11% |
$237K - $241K
|
44.2K
$1.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
4.25KNew |
$228K - $232K
|
4.25K
$97.6K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
4.18KNew |
$224K - $228K
|
4.18K
$96K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.14K+ 7.81% |
$222K - $225K
|
57.1K
$1.31M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.14K+ 8.12% |
$222K - $225K
|
55K
$1.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
4.03KNew |
$216K - $219K
|
4.03K
$92.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4KNew |
$214K - $218K
|
4K
$91.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
3.94KNew |
$211K - $215K
|
3.94K
$90.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.9KNew |
$209K - $213K
|
3.9K
$89.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.72K+ 1.96% |
$200K - $203K
|
193K
$4.44M
|
|
|
Feb 14, 2023
Q4 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
3.42K+ 54.39% |
$184K - $187K
|
9.72K
$223K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
3.41K+ 7.85% |
$183K - $186K
|
46.9K
$1.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Investment Management, LLC
|
BUY
|
- |
3.38K+ 36.18% |
$181K - $184K
|
12.7K
$292K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
3.36K+ 17.71% |
$180K - $183K
|
22.3K
$513K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.34K+ 3.18% |
$179K - $182K
|
108K
$2.49M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.34K+ 5.92% |
$179K - $182K
|
59.7K
$1.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.12K+ 34.43% |
$167K - $170K
|
12.2K
$280K
|
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
BUY
|
- |
3.08K+ 18.79% |
$165K - $168K
|
19.4K
$447K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
3.05K+ 6.27% |
$163K - $166K
|
51.7K
$1.19M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.04KNew |
$163K - $166K
|
3.04K
$69.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.04K+ 9.14% |
$163K - $165K
|
36.2K
$832K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.03K+ 7.39% |
$163K - $165K
|
44.1K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
2.98K+ 10258.62% |
$160K - $162K
|
3K
$69K
|
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.89K+ 5.14% |
$155K - $158K
|
59.1K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.89K+ 2.61% |
$155K - $158K
|
113K
$2.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.83K+ 9.82% |
$152K - $155K
|
31.7K
$728K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
2.79KNew |
$149K - $152K
|
2.79K
$64K
|
|
|
Feb 11, 2022
Q4 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.7K+ 4.37% |
$145K - $147K
|
64.5K
$1.48M
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
2.67K+ 22.46% |
$143K - $146K
|
14.6K
$334K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.48K+ 14.0% |
$133K - $135K
|
20.2K
$464K
|