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
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-5.3K
- 3.01%
$233K - $249K
171K $3.88M
Dec 11, 2023 Q4 2022
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-5.49K
- 33.26%
$242K - $258K
11K $251K
Feb 09, 2023 Q4 2022
Sawgrass Asset Management LLC

SELL
 -
-5.52K
- 32.13%
$243K - $260K
11.7K $265K
Jun 13, 2023 Q4 2022
Callan Capital, LLC

La Jolla, CA
SELL
 -
-5.61K
- 3.96%
$247K - $264K
136K $3.09M
Feb 10, 2023 Q4 2022
Nbt Bank N A

SELL
 -
-5.7K
- 13.46%
$251K - $268K
36.6K $832K
Feb 02, 2023 Q4 2022
Western Wealth Management, LLC

SELL
 -
-5.72K
- 50.98%
$252K - $269K
5.5K $125K
Jan 31, 2023 Q4 2022
Friedenthal Financial

SELL
 -
-5.73K
- 4.35%
$252K - $269K
126K $2.86M
Jan 20, 2023 Q4 2022
Newman Dignan & Sheerar, Inc.

SELL
 -
-5.75K
- 23.93%
$253K - $270K
18.3K $415K
Feb 06, 2023 Q4 2022
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-6.13K
- 44.26%
$270K - $288K
7.72K $175K
Feb 08, 2023 Q4 2022
Abbrea Capital, LLC

SELL
 -
-6.26K
- 32.74%
$275K - $294K
12.9K $292K
Feb 13, 2023 Q4 2022
ETF Store, Inc.

SELL
 -
-6.48K
- 7.44%
$285K - $305K
80.6K $1.83M
Jan 30, 2023 Q4 2022
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-6.74K
- 26.76%
$297K - $317K
18.5K $420K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-6.96K
- 29.46%
$306K - $327K
16.7K $379K
Feb 01, 2023 Q4 2022
Blue Sky Wealth Advisors, LLC

SELL
 -
-7.08K
- 0.82%
$312K - $333K
858K $19.5M
Jan 17, 2023 Q4 2022
Valicenti Advisory Services Inc

SELL
 -
-7.16K
- 24.26%
$315K - $337K
22.3K $508K
Feb 06, 2023 Q4 2022
1900 Wealth Management LLC

SELL
 -
-7.45K
- 11.1%
$328K - $350K
59.6K $1.35M
Jan 24, 2023 Q4 2022
Cordant, Inc.

Portland, OR
SELL
 -
-7.46K
- 62.47%
$329K - $351K
4.48K $102K
Feb 10, 2023 Q4 2022
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-7.75K
- 24.67%
$341K - $365K
23.7K $538K
Jan 09, 2023 Q4 2022
Pure Financial Advisors, LLC

SELL
 -
-8.22K
- 38.46%
$362K - $387K
13.2K $299K
Feb 14, 2023 Q4 2022
Stokes Family Office, LLC

SELL
 -
-8.37K
- 60.1%
$369K - $394K
5.56K $126K
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
SELL
 -
-8.48K
- 69.66%
$373K - $399K
3.69K $83.9K
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-8.81K
- 4.2%
$388K - $414K
201K $4.56M
Feb 06, 2023 Q4 2022
Rkl Wealth Management LLC

SELL
 -
-8.88K
- 11.82%
$391K - $418K
66.3K $1.51M
Feb 09, 2023 Q4 2022
Blue Barn Wealth, LLC

SELL
 -
-9.13K
- 15.91%
$402K - $429K
48.2K $1.1M
Jan 20, 2023 Q4 2022
Summit Financial Strategies, Inc.

SELL
 -
-9.19K
- 8.57%
$405K - $432K
98K $2.23M
Jan 26, 2023 Q4 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-9.2K
- 12.27%
$405K - $433K
65.8K $1.5M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-10.5K
- 5.01%
$461K - $493K
199K $4.52M
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

SELL
 -
-10.9K
- 20.92%
$480K - $513K
41.2K $937K
Feb 15, 2023 Q4 2022
Fidelis I M, LLC

Medford, OR
SELL
 -
-11.1K
- 56.27%
$490K - $523K
8.65K $197K
Jan 23, 2023 Q4 2022
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-11.5K
Closed
$505K - $539K
0 $0
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

SELL
 -
-11.5K
- 16.63%
$505K - $539K
57.5K $1.31M
Jan 31, 2023 Q4 2022
Advisor Os, LLC

SELL
 -
-13.1K
- 3.27%
$576K - $615K
387K $8.8M
Feb 13, 2023 Q4 2022
Apriem Advisors

Irvine, CA
SELL
 -
-13.1K
- 2.29%
$578K - $617K
560K $12.7M
Jan 27, 2023 Q4 2022
Adamsbrown Wealth Consultants LLC

SELL
 -
-13.1K
- 25.19%
$578K - $618K
39K $886K
Jan 09, 2023 Q4 2022
Brookstone Capital Management

SELL
 -
-13.2K
- 60.71%
$580K - $619K
8.53K $194K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-14.3K
- 22.43%
$629K - $672K
49.4K $1.12M
Jan 26, 2023 Q4 2022
Bigelow Investment Advisors, LLC

SELL
 -
-14.5K
- 22.34%
$640K - $684K
50.5K $1.15M
Jan 17, 2023 Q4 2022
Zhang Financial LLC

SELL
 -
-14.8K
- 20.17%
$650K - $694K
58.4K $1.33M
Jan 23, 2023 Q4 2022
West Wealth Group, LLC

SELL
 -
-15.4K
- 8.85%
$678K - $724K
158K $3.6M
Jan 19, 2023 Q4 2022
Curbstone Financial Management Corp

SELL
 -
-16.8K
- 23.78%
$738K - $788K
53.7K $1.22M
Feb 14, 2023 Q4 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-16.8K
- 24.82%
$741K - $791K
51K $1.16M
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

SELL
 -
-17.7K
- 7.63%
$781K - $834K
215K $4.88M
Jan 17, 2023 Q4 2022
Bangor Savings Bank

Bangor, ME
SELL
 -
-17.7K
- 16.84%
$781K - $834K
87.6K $1.99M
Feb 14, 2023 Q4 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-19.5K
- 0.82%
$857K - $915K
2.34M $53.3M
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

SELL
 -
-20.5K
- 22.62%
$903K - $964K
70.1K $1.59M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-21.1K
- 6.43%
$928K - $991K
306K $6.97M
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-21.1K
- 26.32%
$930K - $994K
59.1K $1.34M
Jan 24, 2023 Q4 2022
Integrity Advisory, LLC

SELL
 -
-21.9K
- 33.06%
$965K - $1.03M
44.4K $1.01M
Feb 09, 2023 Q4 2022
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-22.9K
- 30.41%
$1.01M - $1.08M
52.3K $1.19M

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