Purchases and Sales Made in Q4 2021 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q4 2021. 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 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
20.7KNew |
$1.11M - $1.13M
|
20.7K
$481K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20.7K+ 12.46% |
$1.11M - $1.13M
|
187K
$4.33M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18.9K+ 1670.82% |
$1.01M - $1.03M
|
20K
$464K
|
|
|
Feb 02, 2022
Q4 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
18.2K+ 4.85% |
$977K - $993K
|
394K
$9.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17.5K+ 67.57% |
$937K - $952K
|
43.3K
$1M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
17.5KNew |
$936K - $952K
|
17.5K
$405K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
17.5KNew |
$936K - $951K
|
17.5K
$404K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
17.4KNew |
$934K - $950K
|
17.4K
$404K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
17KNew |
$913K - $928K
|
17K
$395K
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
16.5KNew |
$887K - $902K
|
16.5K
$383K
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
16.5KNew |
$885K - $900K
|
16.5K
$383K
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
16.1KNew |
$864K - $878K
|
16.1K
$373K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.8K+ 6.05% |
$848K - $862K
|
277K
$6.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.7K+ 92.86% |
$842K - $856K
|
32.6K
$756K
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
15.5KNew |
$832K - $845K
|
15.5K
$359K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
15.2K+ 5.99% |
$815K - $828K
|
269K
$6.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
14.6K+ 59.5% |
$784K - $797K
|
39.2K
$908K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.4K+ 43.16% |
$773K - $786K
|
47.8K
$1.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
14K+ 5.38% |
$752K - $764K
|
275K
$6.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Broom & Associates, LLC
|
BUY
|
- |
13.8KNew |
$742K - $755K
|
13.8K
$321K
|
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
13.8KNew |
$742K - $754K
|
13.8K
$321K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
13.8K+ 196.16% |
$738K - $750K
|
20.8K
$481K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
13.5K+ 9.15% |
$724K - $736K
|
161K
$3.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13.5KNew |
$722K - $734K
|
13.5K
$312K
|
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
13.1KNew |
$702K - $714K
|
13.1K
$303K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12.1K+ 3196.55% |
$646K - $657K
|
12.4K
$288K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
11.9KNew |
$637K - $647K
|
11.9K
$275K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$609K - $619K
|
11.4K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.3K+ 220.89% |
$606K - $616K
|
16.4K
$381K
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
11.3K+ 11.66% |
$603K - $613K
|
108K
$2.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.1K+ 6.79% |
$596K - $606K
|
175K
$4.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.9KNew |
$585K - $594K
|
10.9K
$253K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.5KNew |
$564K - $573K
|
10.5K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
10.3K+ 45.29% |
$551K - $561K
|
33K
$765K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
10.1K+ 7.8% |
$542K - $551K
|
140K
$3.24M
|
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
BUY
|
- |
9.65K+ 8.28% |
$517K - $526K
|
126K
$2.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.37K+ 12.17% |
$502K - $511K
|
86.4K
$2M
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.95KNew |
$480K - $488K
|
8.95K
$208K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.93K+ 3.4% |
$479K - $487K
|
272K
$6.29M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8.88KNew |
$476K - $484K
|
8.88K
$206K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.82K+ 50.49% |
$473K - $481K
|
26.3K
$609K
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
8.52K+ 6.22% |
$457K - $465K
|
146K
$3.37M
|
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
8.49K+ 2.53% |
$456K - $463K
|
345K
$7.99M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.46KNew |
$454K - $461K
|
8.46K
$196K
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
8.35KNew |
$448K - $455K
|
8.35K
$193K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.15KNew |
$437K - $444K
|
8.15K
$189K
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
8.04KNew |
$431K - $439K
|
8.04K
$186K
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.97KNew |
$428K - $435K
|
7.97K
$185K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
7.95K+ 13.29% |
$426K - $433K
|
67.8K
$1.57M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.72K+ 24.92% |
$414K - $421K
|
38.7K
$897K
|