Purchases and Sales Made in Q4 2022 in Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

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
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

BUY
 -
3.17K
+ 32.41%
$140K - $149K
13K $294K
Jan 31, 2023 Q4 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
2.98K
+ 14.6%
$131K - $140K
23.3K $531K
Jan 24, 2023 Q4 2022
Phillips Financial Management, LLC

BUY
 -
2.73K
+ 3.64%
$120K - $129K
77.8K $1.77M
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.71K
+ 25.95%
$120K - $128K
13.2K $299K
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
2.7K
+ 16.08%
$119K - $127K
19.5K $444K
Jan 18, 2023 Q4 2022
Northwest Investment Counselors, LLC

BUY
 -
2.7K
+ 1.78%
$119K - $127K
154K $3.51M
Feb 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
2.65K
+ 3.63%
$117K - $125K
75.5K $1.72M
Jan 17, 2023 Q4 2022
Legacy Wealth Management, Inc

BUY
 -
2.61K
+ 36.93%
$115K - $123K
9.69K $220K
Feb 14, 2023 Q4 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
2.6K
+ 7.08%
$114K - $122K
39.3K $893K
Jan 19, 2023 Q4 2022
Blossom Wealth Management

BUY
 -
2.59K
+ 11.99%
$114K - $122K
24.2K $549K
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
2.28K
New
$100K - $107K
2.28K $51.7K
Feb 06, 2023 Q4 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
2.24K
+ 0.84%
$98.5K - $105K
268K $6.08M
Feb 14, 2023 Q4 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
2.18K
+ 2.74%
$96.2K - $103K
81.9K $1.86M
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
2.18K
New
$96K - $103K
2.18K $49.6K
Jan 20, 2023 Q4 2022
Anderson Hoagland & CO

BUY
 -
2.15K
+ 16.61%
$94.6K - $101K
15.1K $343K
May 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
2.14K
+ 3.8%
$94.3K - $101K
58.4K $1.33M
Feb 16, 2023 Q4 2022
Gsb Wealth Management, LLC

BUY
 -
1.88K
+ 7.61%
$82.8K - $88.5K
26.6K $604K
Jan 26, 2023 Q4 2022
Ballast Advisors LLC

BUY
 -
1.88K
+ 5.3%
$82.8K - $88.5K
37.4K $850K
Jan 23, 2023 Q4 2022
Liberty Capital Management, Inc.

BUY
 -
1.75K
+ 10.78%
$77K - $82.2K
18K $408K
Jan 25, 2023 Q4 2022
Versant Capital Management, Inc

BUY
 -
1.68K
+ 90.54%
$74.2K - $79.2K
3.54K $80.6K
Feb 07, 2023 Q4 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1.65K
New
$72.4K - $77.4K
1.65K $37.4K
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
1.63K
+ 8.67%
$71.7K - $76.6K
20.4K $464K
Jan 23, 2023 Q4 2022
Lex Aurum Advisors, LLC

BUY
 -
1.43K
+ 6.62%
$62.8K - $67K
23K $522K
Feb 14, 2023 Q4 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
1.39K
+ 1.42%
$61.3K - $65.5K
99.6K $2.26M
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

BUY
 -
1.38K
+ 2.39%
$60.7K - $64.9K
59.1K $1.34M
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
1.37K
+ 108.4%
$60.2K - $64.3K
2.63K $59.8K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.31K
New
$57.6K - $61.5K
1.31K $29.7K
Feb 13, 2023 Q4 2022
Meridian Wealth Management, LLC

BUY
 -
1.3K
+ 19.2%
$57.4K - $61.3K
8.1K $184K
May 12, 2023 Q4 2022
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
1.29K
+ 3.69%
$56.8K - $60.6K
36.2K $823K
Jan 25, 2023 Q4 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
1.26K
+ 5.58%
$55.4K - $59.1K
23.8K $540K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
1.16K
New
$50.9K - $54.4K
1.16K $26.3K
Feb 13, 2023 Q4 2022
Parkside Financial Bank & Trust

BUY
 -
1.09K
+ 22.9%
$48K - $51.3K
5.85K $133K
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.07K
+ 13.24%
$47.2K - $50.4K
9.17K $208K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
1K
+ 6.24%
$44.2K - $47.2K
17.1K $388K
Feb 01, 2023 Q4 2022
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
1K
+ 9.01%
$44K - $47K
12.1K $275K
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
993
New
$43.7K - $46.7K
993 $22.6K
Feb 13, 2023 Q4 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
983
+ 2.33%
$43.3K - $46.2K
43.2K $982K
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

BUY
 -
974
+ 4.43%
$42.9K - $45.8K
23K $522K
Jan 31, 2023 Q4 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
972
+ 20.95%
$42.8K - $45.7K
5.61K $128K
Jan 10, 2023 Q4 2022
Rda Financial Network

BUY
 -
948
+ 12.6%
$41.7K - $44.6K
8.47K $193K
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
821
+ 7.23%
$36.2K - $38.6K
12.2K $277K
Feb 14, 2023 Q4 2022
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
672
New
$29.6K - $31.6K
672 $15.3K
Feb 07, 2023 Q4 2022
Stockman Wealth Management, Inc.

BUY
 -
660
+ 3.65%
$29.1K - $31K
18.7K $426K
Jan 09, 2023 Q4 2022
Geometric Wealth Advisors

BUY
 -
657
+ 9.37%
$28.9K - $30.9K
7.67K $174K
Jan 27, 2023 Q4 2022
Peak Financial Management, Inc.

BUY
 -
651
+ 0.85%
$28.7K - $30.6K
77.7K $1.77M
Jan 12, 2023 Q4 2022
Strateg Iq Financial Group, LLC

BUY
 -
590
+ 10.48%
$26K - $27.7K
6.22K $141K
Jan 17, 2023 Q4 2022
Guardian Financial Partners, LLC

BUY
 -
572
+ 1.13%
$25.2K - $26.9K
51.1K $1.16M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
561
New
$24.7K - $26.4K
561 $12.8K
Jan 20, 2023 Q4 2022
Miracle Mile Advisors, LLC

BUY
 -
521
+ 9.25%
$22.9K - $24.5K
6.16K $140K

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