Purchases and Sales Made in Q4 2022 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
197M+ 90669.36% |
$8.69B - $9.28B
|
198M
$4.49B
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.01MNew |
$88.6M - $94.6M
|
2.01M
$45.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
1.97M+ 430.48% |
$87M - $92.9M
|
2.43M
$55.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.52MNew |
$66.8M - $71.3M
|
1.52M
$34.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.12M+ 5.98% |
$49.5M - $52.8M
|
19.9M
$452M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
646KNew |
$28.5M - $30.4M
|
646K
$14.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
513KNew |
$22.6M - $24.1M
|
513K
$11.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
504K+ 152.43% |
$22.2M - $23.7M
|
834K
$19M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
394K+ 64.46% |
$17.4M - $18.6M
|
1.01M
$22.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
377K+ 618.76% |
$16.6M - $17.7M
|
438K
$9.95M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
355K+ 8665.9% |
$15.6M - $16.7M
|
359K
$8.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
313KNew |
$13.8M - $14.7M
|
313K
$7.12M
|
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
290KNew |
$12.8M - $13.6M
|
290K
$6.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
284KNew |
$12.5M - $13.4M
|
284K
$6.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
217K+ 715.98% |
$9.57M - $10.2M
|
248K
$5.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
192K+ 178.98% |
$8.48M - $9.05M
|
300K
$6.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
BUY
|
- |
187K+ 139.43% |
$8.25M - $8.81M
|
322K
$7.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
184K+ 9.35% |
$8.11M - $8.66M
|
2.15M
$48.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
179K+ 2260.17% |
$7.88M - $8.41M
|
187K
$4.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
155K+ 154.21% |
$6.81M - $7.28M
|
255K
$5.8M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
138KNew |
$6.07M - $6.48M
|
138K
$3.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
124K+ 483.8% |
$5.45M - $5.82M
|
149K
$3.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
123KNew |
$5.43M - $5.8M
|
123K
$2.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
121K+ 45.55% |
$5.33M - $5.69M
|
386K
$8.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
110KNew |
$4.86M - $5.19M
|
110K
$2.51M
|
|
|
Apr 27, 2023
Q4 2022
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
105KNew |
$4.64M - $4.96M
|
105K
$2.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
105K+ 539.66% |
$4.63M - $4.94M
|
125K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
98.1KNew |
$4.32M - $4.61M
|
98.1K
$2.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
96.8KNew |
$4.26M - $4.55M
|
96.8K
$2.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
95.8KNew |
$4.22M - $4.51M
|
95.8K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
88.8K+ 187.87% |
$3.91M - $4.18M
|
136K
$3.09M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
73.9KNew |
$3.26M - $3.48M
|
73.9K
$1.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
72.6KNew |
$3.2M - $3.41M
|
72.6K
$1.65M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
72.4K+ 24.42% |
$3.19M - $3.4M
|
369K
$8.38M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
61K+ 3.78% |
$2.69M - $2.87M
|
1.68M
$38.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
58.8K+ 8.8% |
$2.59M - $2.77M
|
727K
$16.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
57.4K+ 12.0% |
$2.53M - $2.7M
|
536K
$12.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
57.1K+ 533.51% |
$2.51M - $2.69M
|
67.8K
$1.54M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
55.4K+ 11.35% |
$2.44M - $2.61M
|
544K
$12.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
53.9KNew |
$2.37M - $2.53M
|
53.9K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
53.2KNew |
$2.34M - $2.5M
|
53.2K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47.5KNew |
$2.09M - $2.23M
|
47.5K
$1.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
46.2K+ 22.07% |
$2.03M - $2.17M
|
255K
$5.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
45.9K+ 73.84% |
$2.02M - $2.16M
|
108K
$2.46M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
43.7K+ 33.44% |
$1.93M - $2.06M
|
175K
$3.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
41.6K+ 65.86% |
$1.83M - $1.96M
|
105K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
41.5KNew |
$1.83M - $1.95M
|
41.5K
$943K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
40.4K+ 8.86% |
$1.78M - $1.9M
|
496K
$11.3M
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
40.3K+ 21.82% |
$1.77M - $1.89M
|
225K
$5.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
40KNew |
$1.76M - $1.88M
|
40K
$909K
|