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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
511+ 7.35% |
$22.5K - $24K
|
7.47K
$170K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
506+ 1.87% |
$22.3K - $23.8K
|
27.6K
$627K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
470+ 1.41% |
$20.7K - $22.1K
|
33.9K
$771K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
435+ 22.23% |
$19.2K - $20.5K
|
2.39K
$54.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
399New |
$17.6K - $18.8K
|
399
$9.07K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
350+ 0.19% |
$15.4K - $16.5K
|
184K
$4.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
332+ 5.15% |
$14.6K - $15.6K
|
6.78K
$154K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
306New |
$13.5K - $14.4K
|
306
$6.96K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
293+ 1.85% |
$12.9K - $13.8K
|
16.1K
$366K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
285+ 0.49% |
$12.6K - $13.4K
|
59K
$1.34M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
260+ 0.78% |
$11.5K - $12.2K
|
33.5K
$762K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
244+ 1.09% |
$10.7K - $11.5K
|
22.6K
$514K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
241+ 80.87% |
$10.6K - $11.3K
|
539
$12.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
240+ 4.52% |
$10.6K - $11.3K
|
5.55K
$126K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
240+ 1200.0% |
$10.6K - $11.3K
|
260
$5.91K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
237+ 4.08% |
$10.4K - $11.1K
|
6.04K
$137K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
212New |
$9.34K - $9.97K
|
212
$4.82K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
194+ 6.18% |
$8.54K - $9.12K
|
3.33K
$75.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
194+ 2.66% |
$8.54K - $9.12K
|
7.48K
$170K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
193New |
$8.5K - $9.08K
|
193
$4.39K
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
183+ 0.63% |
$8.06K - $8.61K
|
29.3K
$666K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
178+ 2.03% |
$7.84K - $8.37K
|
8.93K
$203K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
164+ 2.37% |
$7.22K - $7.71K
|
7.09K
$161K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
158New |
$6.96K - $7.43K
|
158
$3.59K
|
|
|
Jan 18, 2023
Q4 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
145+ 1.69% |
$6.39K - $6.82K
|
8.73K
$198K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
140New |
$6.17K - $6.58K
|
140
$3.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
134+ 13.12% |
$5.9K - $6.3K
|
1.16K
$26.3K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
129+ 79.14% |
$5.68K - $6.07K
|
292
$6.64K
|
|
|
Feb 09, 2023
Q4 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
124+ 2.21% |
$5.46K - $5.83K
|
5.74K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
121+ 2.13% |
$5.33K - $5.69K
|
5.8K
$132K
|
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
119+ 0.74% |
$5.24K - $5.6K
|
16.2K
$368K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
113+ 0.87% |
$4.98K - $5.31K
|
13.2K
$299K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
97New |
$4.27K - $4.56K
|
97
$2.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
90+ 1.84% |
$3.96K - $4.23K
|
4.99K
$113K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
84New |
$3.7K - $3.95K
|
84
$1.91K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
82+ 745.45% |
$3.61K - $3.86K
|
93
$2.11K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
81+ 4.98% |
$3.57K - $3.81K
|
1.71K
$38.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
77+ 0.93% |
$3.39K - $3.62K
|
8.33K
$189K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
72+ 1.83% |
$3.17K - $3.39K
|
4K
$90.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
56+ 1.8% |
$2.47K - $2.63K
|
3.16K
$71.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
55+ 0.25% |
$2.42K - $2.59K
|
21.9K
$499K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
52+ 192.59% |
$2.29K - $2.45K
|
79
$1.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
52+ 0.93% |
$2.29K - $2.45K
|
5.63K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
50+ 0.65% |
$2.2K - $2.35K
|
7.77K
$177K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
50+ 0.8% |
$2.2K - $2.35K
|
6.33K
$144K
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
45+ 0.94% |
$1.98K - $2.12K
|
4.86K
$110K
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
40+ 0.79% |
$1.76K - $1.88K
|
5.09K
$116K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
34New |
$1.5K - $1.6K
|
34
$773
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
31+ 0.74% |
$1.37K - $1.46K
|
4.2K
$95.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
BUY
|
- |
25+ 0.28% |
$1.1K - $1.18K
|
9.03K
$205K
|