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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.3KNew |
$497K - $531K
|
11.3K
$257K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
10.9K+ 136.22% |
$481K - $513K
|
18.9K
$430K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
10.3KNew |
$455K - $486K
|
10.3K
$235K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9.95KNew |
$438K - $468K
|
9.95K
$226K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
9.9KNew |
$436K - $466K
|
9.9K
$225K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.85K+ 20.23% |
$434K - $463K
|
58.5K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
9.55KNew |
$421K - $449K
|
9.55K
$217K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
9.4K+ 29.55% |
$414K - $442K
|
41.2K
$936K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.14KNew |
$403K - $430K
|
9.14K
$208K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.02K+ 7.22% |
$397K - $424K
|
134K
$3.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.16K+ 42.56% |
$359K - $384K
|
27.3K
$621K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8.09KNew |
$356K - $381K
|
8.09K
$184K
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
7.99K+ 65.24% |
$352K - $376K
|
20.2K
$460K
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
7.81KNew |
$344K - $367K
|
7.81K
$178K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.68K+ 5.97% |
$338K - $361K
|
136K
$3.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.26K+ 36.8% |
$320K - $342K
|
27K
$614K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.07K+ 51.72% |
$311K - $332K
|
20.7K
$471K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
7.01K+ 5.19% |
$309K - $330K
|
142K
$3.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.95KNew |
$306K - $327K
|
6.95K
$158K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.75K+ 3.37% |
$297K - $317K
|
207K
$4.7M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.66K+ 8.22% |
$293K - $313K
|
87.7K
$1.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
6.59KNew |
$290K - $310K
|
6.59K
$150K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
6.51K+ 12.0% |
$287K - $306K
|
60.8K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
6.51KNew |
$287K - $306K
|
6.51K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.26KNew |
$276K - $294K
|
6.26K
$142K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
6.2K+ 11.75% |
$273K - $291K
|
59K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
6.19K+ 31.73% |
$272K - $291K
|
25.7K
$584K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.16KNew |
$271K - $290K
|
6.16K
$140K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5.97K+ 97.25% |
$263K - $281K
|
12.1K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
5.95K+ 31.62% |
$262K - $280K
|
24.8K
$563K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.94K+ 30.89% |
$262K - $279K
|
25.2K
$572K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
5.91KNew |
$260K - $278K
|
5.91K
$134K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.73K+ 108.91% |
$252K - $270K
|
11K
$250K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
5.73K+ 71.51% |
$252K - $269K
|
13.7K
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.67K+ 3.21% |
$250K - $267K
|
182K
$4.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.59K+ 128.56% |
$246K - $263K
|
9.94K
$226K
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
5.53K+ 49.35% |
$243K - $260K
|
16.7K
$380K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.24KNew |
$231K - $247K
|
5.24K
$119K
|
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
5.08K+ 62.1% |
$224K - $239K
|
13.3K
$302K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.38KNew |
$193K - $206K
|
4.38K
$99.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.37K+ 11.68% |
$192K - $205K
|
41.7K
$948K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
4.29K+ 32.71% |
$189K - $202K
|
17.4K
$395K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
4.22K+ 10.04% |
$186K - $198K
|
46.2K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.21KNew |
$185K - $198K
|
4.21K
$95.6K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
4.04K+ 5.3% |
$178K - $190K
|
80.2K
$1.82M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.88K+ 8.12% |
$171K - $182K
|
51.7K
$1.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.63K+ 5.65% |
$160K - $171K
|
67.9K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.48KNew |
$153K - $164K
|
3.48K
$79K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
3.35K+ 3942.35% |
$148K - $158K
|
3.44K
$78.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.2K+ 17.88% |
$141K - $151K
|
21.1K
$480K
|