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 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-168Closed |
$7.4K - $7.9K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-169- 8.69% |
$7.44K - $7.95K
|
1.78K
$40.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-172- 1.41% |
$7.57K - $8.09K
|
12K
$273K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-173- 54.06% |
$7.62K - $8.14K
|
147
$3.34K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-179- 1.62% |
$7.88K - $8.42K
|
10.8K
$246K
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-190- 1.21% |
$8.37K - $8.94K
|
15.5K
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-193- 0.11% |
$8.5K - $9.08K
|
171K
$3.88M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-206- 1.75% |
$9.07K - $9.69K
|
11.6K
$263K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-215- 3.39% |
$9.47K - $10.1K
|
6.14K
$139K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-222- 0.76% |
$9.78K - $10.4K
|
28.8K
$655K
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-225- 2.3% |
$9.91K - $10.6K
|
9.54K
$217K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-235- 1.5% |
$10.3K - $11.1K
|
15.4K
$350K
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-259- 1.3% |
$11.4K - $12.2K
|
19.6K
$446K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-310- 2.56% |
$13.7K - $14.6K
|
11.8K
$268K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-315- 5.37% |
$13.9K - $14.8K
|
5.55K
$126K
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-336- 4.61% |
$14.8K - $15.8K
|
6.95K
$158K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
SELL
|
- |
-348- 0.75% |
$15.3K - $16.4K
|
46.2K
$1.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-350- 12.0% |
$15.4K - $16.5K
|
2.57K
$58.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-360- 0.97% |
$15.9K - $16.9K
|
36.6K
$832K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-379- 21.78% |
$16.7K - $17.8K
|
1.36K
$30.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-382- 12.87% |
$16.8K - $18K
|
2.59K
$58.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-390- 1.73% |
$17.2K - $18.3K
|
22.2K
$504K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-412- 2.89% |
$18.1K - $19.4K
|
13.9K
$315K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-420- 5.0% |
$18.5K - $19.8K
|
7.98K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-432- 6.74% |
$19K - $20.3K
|
5.97K
$136K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-435- 56.79% |
$19.2K - $20.5K
|
331
$7.52K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-459- 1.21% |
$20.2K - $21.6K
|
37.5K
$851K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-554- 2.1% |
$24.4K - $26.1K
|
25.9K
$588K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-559- 2.46% |
$24.6K - $26.3K
|
22.1K
$503K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-564- 1.44% |
$24.8K - $26.5K
|
38.6K
$878K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-582- 1.57% |
$25.6K - $27.4K
|
36.6K
$831K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-610- 5.6% |
$26.9K - $28.7K
|
10.3K
$234K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
SELL
|
- |
-652- 2.34% |
$28.7K - $30.7K
|
27.3K
$620K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-672- 3.31% |
$29.6K - $31.6K
|
19.6K
$446K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-675- 3.62% |
$29.7K - $31.7K
|
18K
$408K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-691- 0.84% |
$30.4K - $32.5K
|
81.3K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-697- 3.8% |
$30.7K - $32.8K
|
17.6K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-698- 1.07% |
$30.7K - $32.8K
|
64.7K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-700- 1.94% |
$30.8K - $32.9K
|
35.4K
$805K
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-770- 4.57% |
$33.9K - $36.2K
|
16.1K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-776- 7.29% |
$34.2K - $36.5K
|
9.87K
$224K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-844- 5.38% |
$37.2K - $39.7K
|
14.8K
$337K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-888- 15.22% |
$39.1K - $41.8K
|
4.95K
$112K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-900- 0.13% |
$39.6K - $42.3K
|
686K
$15.6M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-920- 8.53% |
$40.5K - $43.3K
|
9.87K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-938- 13.58% |
$41.3K - $44.1K
|
5.97K
$136K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-952- 8.0% |
$41.9K - $44.8K
|
10.9K
$249K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-986- 1.42% |
$43.4K - $46.4K
|
68.7K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.04K- 3.36% |
$46K - $49.1K
|
30K
$683K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 20.22% |
$53.2K - $56.8K
|
4.76K
$108K
|