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
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-1.21K
- 5.58%
$53.2K - $56.9K
20.4K $465K
Jan 31, 2023 Q4 2022
Cabot Wealth Management Inc

SELL
 -
-1.29K
- 20.53%
$56.6K - $60.4K
4.98K $113K
Feb 14, 2023 Q4 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
SELL
 -
-1.32K
- 15.89%
$58K - $61.9K
6.97K $158K
Feb 16, 2023 Q4 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-1.32K
- 15.89%
$58K - $61.9K
6.97K $158K
Feb 01, 2023 Q4 2022
Cwm, LLC

SELL
 -
-1.42K
- 47.76%
$62.6K - $66.8K
1.55K $35.3K
Jan 26, 2023 Q4 2022
Baker Tilly Wealth Management, LLC

SELL
 -
-1.53K
- 7.13%
$67.2K - $71.8K
19.9K $452K
Jan 13, 2023 Q4 2022
Joule Financial, LLC

SELL
 -
-1.55K
- 9.97%
$68.1K - $72.8K
14K $317K
Jan 20, 2023 Q4 2022
Janiczek Wealth Management, LLC

SELL
 -
-1.57K
- 2.31%
$69.1K - $73.8K
66.2K $1.51M
Feb 09, 2023 Q4 2022
Wayfinding Financial, LLC

Lynnwood, WA
SELL
 -
-1.59K
- 15.1%
$70.1K - $74.9K
8.95K $203K
Jan 31, 2023 Q4 2022
Exchange Capital Management, Inc.

SELL
 -
-1.66K
- 4.67%
$73.2K - $78.2K
33.9K $771K
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

SELL
 -
-1.7K
- 6.43%
$75K - $80.1K
24.8K $564K
Jan 10, 2023 Q4 2022
Umb Bank, N.A.

SELL
 -
-1.77K
- 43.67%
$78.1K - $83.4K
2.29K $52K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

SELL
 -
-1.81K
- 5.28%
$79.9K - $85.3K
32.5K $739K
Feb 08, 2023 Q4 2022
Hc Advisors, LLC

SELL
 -
-1.94K
- 4.91%
$85.4K - $91.2K
37.6K $854K
Jan 27, 2023 Q4 2022
Successful Portfolios LLC

SELL
 -
-1.96K
- 22.72%
$86.3K - $92.1K
6.66K $151K
Feb 13, 2023 Q4 2022
Retirement Guys Formula LLC

SELL
 -
-1.98K
- 14.15%
$87.2K - $93.2K
12K $273K
Jan 27, 2023 Q4 2022
D.B. Root & Company, LLC

SELL
 -
-2.13K
- 11.61%
$93.8K - $100K
16.2K $368K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

SELL
 -
-2.14K
- 3.84%
$94.1K - $100K
53.5K $1.22M
Feb 14, 2023 Q4 2022
Seven One Seven Capital Management

Lancaster, PA
SELL
 -
-2.17K
- 5.71%
$95.4K - $102K
35.8K $813K
Jan 26, 2023 Q4 2022
Econ Financial Services Corp

SELL
 -
-2.32K
- 1.65%
$102K - $109K
138K $3.14M
Feb 17, 2023 Q4 2022
Truist Financial Corp

SELL
 -
-2.36K
- 7.23%
$104K - $111K
30.2K $687K
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.39K
- 9.99%
$105K - $112K
21.5K $488K
Feb 07, 2023 Q4 2022
Vista Wealth Management Group, LLC

SELL
 -
-2.49K
- 7.75%
$110K - $117K
29.6K $674K
Feb 13, 2023 Q4 2022
Nyl Investors LLC

New York, NY
SELL
 -
-2.5K
- 3.74%
$110K - $118K
64.3K $1.46M
Jan 27, 2023 Q4 2022
Leisure Capital Management

SELL
 -
-2.62K
- 27.67%
$115K - $123K
6.84K $155K
Jan 19, 2023 Q4 2022
Midwest Heritage Bank, Fsb

SELL
 -
-2.67K
- 15.19%
$118K - $126K
14.9K $339K
Jan 25, 2023 Q4 2022
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-2.79K
- 16.95%
$123K - $131K
13.7K $311K
Feb 14, 2023 Q4 2022
All Gen Financial Advisors, Inc.

Orlando, FL
SELL
 -
-2.82K
- 32.64%
$124K - $133K
5.82K $132K
Jan 30, 2023 Q4 2022
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-2.83K
- 2.43%
$125K - $133K
114K $2.58M
Feb 23, 2023 Q4 2022
Chesapeake Wealth Management

SELL
 -
-2.97K
- 3.98%
$131K - $139K
71.5K $1.62M
Feb 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-3.19K
- 19.69%
$140K - $150K
13K $295K
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

SELL
 -
-3.19K
- 2.68%
$140K - $150K
116K $2.63M
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

SELL
 -
-3.31K
- 5.51%
$146K - $156K
56.8K $1.29M
Jan 26, 2023 Q4 2022
Sightline Wealth Advisors, LLC

SELL
 -
-3.63K
- 22.01%
$160K - $171K
12.9K $292K
Feb 06, 2023 Q4 2022
Savant Capital, LLC

SELL
 -
-3.66K
- 8.72%
$161K - $172K
38.3K $870K
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-3.76K
- 25.22%
$166K - $177K
11.1K $253K
Jan 12, 2023 Q4 2022
Worth Asset Management, LLC

SELL
 -
-3.86K
- 33.87%
$170K - $182K
7.54K $171K
Feb 01, 2023 Q4 2022
Alpha Omega Wealth Management LLC

SELL
 -
-3.9K
- 19.12%
$172K - $183K
16.5K $375K
Aug 23, 2023 Q4 2022
Rappaport Reiches Capital Management, LLC

Skokie`, IL
SELL
 -
-4.06K
- 13.63%
$179K - $191K
25.7K $584K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

SELL
 -
-4.1K
- 4.5%
$180K - $193K
86.9K $1.97M
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-4.1K
- 4.5%
$180K - $193K
86.9K $1.97M
Jan 03, 2023 Q4 2022
Marotta Asset Management

SELL
 -
-4.29K
- 3.12%
$189K - $202K
133K $3.03M
Feb 14, 2023 Q4 2022
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-4.42K
- 3.63%
$195K - $208K
117K $2.67M
Jan 26, 2023 Q4 2022
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-4.82K
- 10.28%
$212K - $227K
42K $956K
Jan 10, 2023 Q4 2022
Phocas Financial Corp.

Alameda, CA
SELL
 -
-4.84K
- 29.56%
$213K - $227K
11.5K $262K
Jan 17, 2023 Q4 2022
Teamwork Financial Advisors, LLC

SELL
 -
-4.84K
- 25.07%
$213K - $228K
14.5K $329K
Feb 16, 2023 Q4 2022
Bensler, LLC

Bellevue, WA
SELL
 -
-4.97K
Closed
$219K - $234K
0 $0
Jan 26, 2023 Q4 2022
First Purpose Wealth LLC

SELL
 -
-5.11K
- 29.48%
$225K - $240K
12.2K $278K
Feb 07, 2023 Q4 2022
Firethorn Wealth Partners, LLC

SELL
 -
-5.11K
- 15.2%
$225K - $240K
28.5K $649K

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