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 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.3KNew |
$1.6M - $1.71M
|
36.3K
$826K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35.3KNew |
$1.56M - $1.66M
|
35.3K
$803K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
34K+ 1.96% |
$1.5M - $1.6M
|
1.77M
$40.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
31.5KNew |
$1.39M - $1.48M
|
31.5K
$716K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.4K+ 4.25% |
$1.38M - $1.48M
|
770K
$17.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
29.7K+ 103.06% |
$1.31M - $1.4M
|
58.5K
$1.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
28.6K+ 9.86% |
$1.26M - $1.35M
|
319K
$7.25M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.5K+ 3.25% |
$1.25M - $1.34M
|
905K
$20.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
28.3K+ 180.41% |
$1.25M - $1.33M
|
44.1K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
27.1K+ 104.17% |
$1.19M - $1.27M
|
53.1K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26.5KNew |
$1.17M - $1.25M
|
26.5K
$602K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.3K+ 81.38% |
$1.16M - $1.23M
|
58.5K
$1.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
26.2KNew |
$1.16M - $1.23M
|
26.2K
$596K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
25.1K+ 1.79% |
$1.11M - $1.18M
|
1.43M
$32.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
24.3KNew |
$1.07M - $1.14M
|
24.3K
$551K
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
24.2KNew |
$1.06M - $1.14M
|
24.2K
$550K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
23.2K+ 25.24% |
$1.02M - $1.09M
|
115K
$2.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
22.2K+ 4.41% |
$977K - $1.04M
|
525K
$11.9M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.2KNew |
$976K - $1.04M
|
22.2K
$504K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
22K+ 18.64% |
$969K - $1.03M
|
140K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
21.6KNew |
$949K - $1.01M
|
21.6K
$490K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 9.01% |
$866K - $925K
|
238K
$5.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
19.1K+ 50.59% |
$843K - $900K
|
57K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
18.8K+ 36.99% |
$827K - $883K
|
69.5K
$1.58M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
18.3KNew |
$805K - $859K
|
18.3K
$415K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
17.8K+ 6.22% |
$784K - $837K
|
304K
$6.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.6K+ 15.89% |
$777K - $830K
|
129K
$2.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15.7KNew |
$692K - $739K
|
15.7K
$357K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15.5K+ 48.43% |
$685K - $731K
|
47.6K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
15.5K+ 131.75% |
$682K - $728K
|
27.2K
$619K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
15.5KNew |
$681K - $728K
|
15.5K
$352K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15.3K+ 8.62% |
$672K - $718K
|
192K
$4.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
15.1K+ 5.57% |
$667K - $712K
|
287K
$6.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
15.1K+ 10.12% |
$665K - $710K
|
164K
$3.74M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
15.1KNew |
$665K - $710K
|
15.1K
$343K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.8K+ 32.96% |
$651K - $695K
|
59.6K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
14.7KNew |
$645K - $689K
|
14.7K
$333K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.6K+ 5.12% |
$644K - $688K
|
300K
$6.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
14.6K+ 10.75% |
$642K - $686K
|
150K
$3.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
14.3KNew |
$631K - $674K
|
14.3K
$326K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
14.2KNew |
$624K - $667K
|
14.2K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13.9K+ 118.35% |
$613K - $654K
|
25.7K
$583K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.7KNew |
$603K - $644K
|
13.7K
$311K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
13.3KNew |
$586K - $626K
|
13.3K
$303K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12.6KNew |
$555K - $593K
|
12.6K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12.5K+ 18.26% |
$550K - $587K
|
80.8K
$1.84M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
12.5KNew |
$550K - $587K
|
12.5K
$284K
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
11.9KNew |
$526K - $562K
|
11.9K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
11.7KNew |
$514K - $549K
|
11.7K
$265K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
11.6K+ 19.96% |
$510K - $545K
|
69.6K
$1.58M
|