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 06, 2023 Q4 2022
Tompkins Financial Corp

BUY
 -
24
New
$1.06K - $1.13K
24 $546
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
22
+ 4.89%
$969 - $1.03K
472 $10.7K
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

BUY
 -
21
+ 0.37%
$925 - $988
5.76K $131K
Feb 01, 2023 Q4 2022
All Season Financial Advisors, Inc.

BUY
 -
20
+ 0.28%
$881 - $941
7.23K $164K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
19
New
$837 - $894
19 $432
Feb 14, 2023 Q4 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
18
+ 0.93%
$793 - $847
1.95K $44.3K
Feb 13, 2023 Q4 2022
Clear Street Markets LLC

BUY
 -
14
New
$617 - $658
14 $318
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
14
New
$617 - $658
14 $318
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
11
+ 0.16%
$484 - $517
6.91K $157K
Feb 09, 2023 Q4 2022
Advisory Services & Investments, LLC

BUY
 -
10
+ 0.04%
$440 - $470
27.4K $623K
Feb 10, 2023 Q4 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
8
New
$352 - $376
8 $182
Jan 11, 2023 Q4 2022
Macroview Investment Management LLC

BUY
 -
7
+ 0.96%
$308 - $329
735 $16.7K
Feb 09, 2023 Q4 2022
Venture Visionary Partners LLC

BUY
 -
6
+ 0.09%
$264 - $282
6.4K $145K
Feb 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
BUY
 -
5
+ 0.04%
$220 - $235
13.3K $302K
Feb 17, 2023 Q4 2022
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
4
+ 1.06%
$176 - $188
382 $8.68K
Feb 10, 2023 Q4 2022
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
4
+ 17.39%
$176 - $188
27 $614
Feb 14, 2023 Q4 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
4
+ 0.96%
$176 - $188
422 $9.59K
Jan 20, 2023 Q4 2022
Shearwater Capital LLC

BUY
 -
3
+ 0.28%
$132 - $141
1.08K $24.5K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1
+ 0.41%
$44 - $47
242 $5.5K
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
1
+ 0.12%
$44 - $47
819 $18.6K
Feb 06, 2023 Q4 2022
Time Scale Financial, Inc.

BUY
 -
1
+ 0.01%
$44 - $47
19.4K $440K
Jan 30, 2023 Q4 2022
Ogorek Anthony Joseph

SELL
 -
-5
- 0.94%
$220 - $235
529 $12K
Feb 10, 2023 Q4 2022
Granite Investment Partners, LLC

SELL
 -
-10
- 0.49%
$440 - $470
2.04K $46.4K
Jan 24, 2023 Q4 2022
Toth Financial Advisory Corp

SELL
 -
-12
- 0.34%
$528 - $564
3.54K $80.5K
Feb 10, 2023 Q4 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-13
- 0.21%
$573 - $611
6.3K $143K
Feb 07, 2023 Q4 2022
Vaughan David Investments LLC

Peoria, IL
SELL
 -
-15
- 0.11%
$661 - $705
13.2K $301K
Feb 14, 2023 Q4 2022
Zacks Investment Management

Chicago, IL
SELL
 -
-15
- 0.19%
$661 - $705
7.73K $176K
Jan 31, 2023 Q4 2022
Empirical Asset Management, LLC

SELL
 -
-17
- 0.19%
$749 - $800
9.16K $208K
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

SELL
 -
-34
- 0.88%
$1.5K - $1.6K
3.85K $87.4K
Feb 06, 2023 Q4 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-35
- 0.39%
$1.54K - $1.65K
9.04K $206K
Jan 20, 2023 Q4 2022
Gpwm LLC

SELL
 -
-44
- 2.91%
$1.94K - $2.07K
1.47K $33.4K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-45
- 0.19%
$1.98K - $2.12K
23.1K $526K
Feb 13, 2023 Q4 2022
Providence Wealth Advisors, LLC

Frankfort, IL
SELL
 -
-55
- 0.86%
$2.42K - $2.59K
6.35K $144K
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-59
- 6.09%
$2.6K - $2.77K
910 $20.7K
Feb 07, 2023 Q4 2022
Alley Investment Management Company, LLC

SELL
 -
-63
- 0.86%
$2.77K - $2.96K
7.29K $166K
Jan 30, 2023 Q4 2022
Orcam Financial Group

Encinitas, CA
SELL
 -
-66
- 0.22%
$2.91K - $3.1K
29.7K $676K
Feb 13, 2023 Q4 2022
Endowment Wealth Management, Inc.

Appleton, WI
SELL
 -
-71
- 0.69%
$3.13K - $3.34K
10.2K $231K
Jan 20, 2023 Q4 2022
Signet Investment Advisory Group, Inc.

SELL
 -
-77
- 0.45%
$3.39K - $3.62K
17.2K $390K
Jan 17, 2023 Q4 2022
Whelan Financial

SELL
 -
-81
- 0.91%
$3.57K - $3.81K
8.79K $200K
Jan 20, 2023 Q4 2022
Genesee Capital Advisors, LLC

SELL
 -
-97
- 1.08%
$4.27K - $4.56K
8.91K $203K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

SELL
 -
-111
- 14.03%
$4.89K - $5.22K
680 $15.5K
Jan 17, 2023 Q4 2022
Lathrop Investment Management Corp

SELL
 -
-117
- 0.6%
$5.15K - $5.5K
19.3K $439K
Jan 12, 2023 Q4 2022
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-118
- 0.48%
$5.2K - $5.55K
24.4K $555K
Feb 14, 2023 Q4 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
SELL
 -
-121
- 0.56%
$5.33K - $5.69K
21.7K $492K
Jan 23, 2023 Q4 2022
True Wealth Advisors, LLC

SELL
 -
-128
- 2.6%
$5.64K - $6.02K
4.8K $109K
Feb 07, 2023 Q4 2022
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-132
- 44.59%
$5.81K - $6.21K
164 $3.73K
Mar 08, 2023 Q4 2022
Sheets Smith Wealth Management

SELL
 -
-133
- 2.69%
$5.86K - $6.25K
4.81K $109K
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-163
- 1.89%
$7.18K - $7.67K
8.44K $192K
Jan 10, 2023 Q4 2022
Bcs Wealth Management

SELL
 -
-164
- 1.55%
$7.22K - $7.71K
10.4K $236K

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