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 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-24.6K- 19.12% |
$1.08M - $1.16M
|
104K
$2.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-24.7K- 27.48% |
$1.09M - $1.16M
|
65.1K
$1.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.9K- 25.33% |
$1.09M - $1.17M
|
73.3K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-25.1K- 13.65% |
$1.1M - $1.18M
|
159K
$3.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-26.8K- 64.37% |
$1.18M - $1.26M
|
14.8K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-27.9K- 18.92% |
$1.23M - $1.31M
|
119K
$2.71M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-28.2K- 61.32% |
$1.24M - $1.32M
|
17.8K
$404K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-28.7K- 5.54% |
$1.27M - $1.35M
|
490K
$11.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-29.1K- 64.53% |
$1.28M - $1.37M
|
16K
$363K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-31.3K- 32.71% |
$1.38M - $1.47M
|
64.4K
$1.46M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-32K- 35.58% |
$1.41M - $1.51M
|
58K
$1.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-35.8K- 25.71% |
$1.58M - $1.68M
|
103K
$2.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-37.3K- 38.42% |
$1.64M - $1.75M
|
59.8K
$1.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-37.8K- 13.54% |
$1.67M - $1.78M
|
241K
$5.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-37.9K- 35.59% |
$1.67M - $1.78M
|
68.7K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-41.5K- 20.7% |
$1.83M - $1.95M
|
159K
$3.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-43.2K- 8.34% |
$1.9M - $2.03M
|
475K
$10.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-48.5K- 6.59% |
$2.14M - $2.28M
|
687K
$15.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-50K- 14.58% |
$2.2M - $2.35M
|
293K
$6.66M
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
SELL
|
- |
-52.1K- 88.25% |
$2.29M - $2.45M
|
6.94K
$158K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-52.8KClosed |
$2.33M - $2.48M
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-56.7K- 45.97% |
$2.49M - $2.66M
|
66.6K
$1.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-57.4K- 85.11% |
$2.53M - $2.7M
|
10K
$228K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-65.7K- 72.43% |
$2.89M - $3.09M
|
25K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-77.3K- 50.09% |
$3.41M - $3.64M
|
77.1K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-79.8K- 18.28% |
$3.52M - $3.75M
|
357K
$8.11M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-82.5K- 40.97% |
$3.64M - $3.88M
|
119K
$2.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-84.1K- 42.42% |
$3.7M - $3.95M
|
114K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-98.2K- 10.79% |
$4.33M - $4.62M
|
812K
$18.5M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-104K- 90.3% |
$4.56M - $4.87M
|
11.1K
$253K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-104K- 78.46% |
$4.57M - $4.88M
|
28.5K
$647K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-106K- 16.66% |
$4.68M - $5M
|
532K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-136K- 32.39% |
$5.98M - $6.38M
|
283K
$6.44M
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-139K- 45.87% |
$6.12M - $6.54M
|
164K
$3.73M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-151K- 84.63% |
$6.67M - $7.12M
|
27.5K
$625K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-152K- 20.15% |
$6.7M - $7.16M
|
603K
$13.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-202K- 94.44% |
$8.88M - $9.48M
|
11.9K
$270K
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-212K- 54.75% |
$9.34M - $9.98M
|
175K
$3.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-258K- 12.13% |
$11.3M - $12.1M
|
1.87M
$42.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-461K- 32.49% |
$20.3M - $21.7M
|
958K
$21.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-495K- 7.7% |
$21.8M - $23.3M
|
5.93M
$135M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-496K- 19.79% |
$21.8M - $23.3M
|
2.01M
$45.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-864K- 26.05% |
$38.1M - $40.6M
|
2.45M
$55.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-198M- 100.0% |
$8.7B - $9.29B
|
7.91K
$180K
|