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 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
756+ 4.51% |
$40.5K - $41.2K
|
17.5K
$403K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
741New |
$39.7K - $40.4K
|
741
$17K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
733New |
$39.3K - $40K
|
733
$16.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
684+ 2.9% |
$36.7K - $37.3K
|
24.3K
$557K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
650+ 7.31% |
$34.9K - $35.4K
|
9.54K
$219K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
631+ 16.56% |
$33.8K - $34.4K
|
4.44K
$102K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
609+ 65.13% |
$32.7K - $33.2K
|
1.54K
$35.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
578New |
$31K - $31.5K
|
578
$13.3K
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
BUY
|
- |
534+ 5.44% |
$28.6K - $29.1K
|
10.4K
$238K
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
512+ 0.45% |
$27.5K - $27.9K
|
113K
$2.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
490+ 33.77% |
$26.3K - $26.7K
|
1.94K
$44.6K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
472New |
$25.3K - $25.7K
|
472
$10.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
446+ 4.75% |
$23.9K - $24.3K
|
9.84K
$226K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
433+ 7.15% |
$23.2K - $23.6K
|
6.49K
$149K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
394+ 7.46% |
$21.1K - $21.5K
|
5.68K
$130K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
386+ 0.5% |
$20.7K - $21K
|
77.2K
$1.77M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
372New |
$20K - $20.3K
|
372
$8.54K
|
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
345+ 2.47% |
$18.5K - $18.8K
|
14.3K
$328K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
319+ 0.96% |
$17.1K - $17.4K
|
33.7K
$773K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
300+ 7.15% |
$16.1K - $16.4K
|
4.49K
$103K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
247+ 0.29% |
$13.2K - $13.5K
|
84.7K
$1.94M
|
|
|
Jan 27, 2022
Q4 2021
|
Fort Henry Capital, LLC
|
BUY
|
- |
240+ 4.64% |
$12.9K - $13.1K
|
5.42K
$124K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
228New |
$12.2K - $12.4K
|
228
$5.24K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
218+ 2.28% |
$11.7K - $11.9K
|
9.76K
$224K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 5.6% |
$10.7K - $10.9K
|
3.77K
$86.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
189+ 385.71% |
$10.1K - $10.3K
|
238
$5.47K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
188+ 3.86% |
$10.1K - $10.2K
|
5.06K
$116K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
186+ 6.48% |
$9.98K - $10.1K
|
3.06K
$70.2K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
180+ 0.36% |
$9.65K - $9.81K
|
50.8K
$1.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
173+ 0.82% |
$9.28K - $9.43K
|
21.3K
$490K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
172+ 4.25% |
$9.22K - $9.38K
|
4.22K
$97K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
168+ 0.13% |
$9.01K - $9.16K
|
127K
$2.92M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
155+ 2.61% |
$8.31K - $8.45K
|
6.1K
$140K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
147+ 2.63% |
$7.88K - $8.01K
|
5.74K
$132K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
137+ 2.35% |
$7.35K - $7.47K
|
5.97K
$137K
|
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
135+ 0.36% |
$7.24K - $7.36K
|
38.1K
$875K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
121+ 0.7% |
$6.49K - $6.6K
|
17.5K
$402K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
117+ 1.97% |
$6.27K - $6.38K
|
6.06K
$139K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
107New |
$5.74K - $5.83K
|
107
$2.46K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
106+ 0.5% |
$5.68K - $5.78K
|
21.5K
$493K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
106New |
$5.68K - $5.78K
|
106
$2.43K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
105+ 2.6% |
$5.63K - $5.72K
|
4.15K
$95.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
100New |
$5.36K - $5.45K
|
100
$2.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
96+ 12.87% |
$5.15K - $5.23K
|
842
$19.3K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
89+ 35.32% |
$4.77K - $4.85K
|
341
$7.83K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
79+ 0.7% |
$4.24K - $4.31K
|
11.4K
$261K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
74New |
$3.97K - $4.03K
|
74
$1.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
73+ 1.25% |
$3.91K - $3.98K
|
5.9K
$136K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
71+ 4.0% |
$3.81K - $3.87K
|
1.85K
$42.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
59New |
$3.16K - $3.22K
|
59
$1.36K
|