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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.48K+ 14.0% |
$133K - $135K
|
20.2K
$468K
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.48K+ 5.38% |
$133K - $135K
|
48.5K
$1.12M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.46K+ 2.07% |
$132K - $134K
|
121K
$2.81M
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
2.26K+ 1.14% |
$121K - $123K
|
200K
$4.63M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.25K+ 0.72% |
$121K - $123K
|
314K
$7.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.17K+ 23.62% |
$116K - $118K
|
11.3K
$263K
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.14K+ 0.35% |
$115K - $117K
|
615K
$14.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.14K+ 0.35% |
$115K - $117K
|
615K
$14.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
BUY
|
- |
2.13K+ 5.41% |
$114K - $116K
|
41.6K
$963K
|
|
|
Jan 19, 2022
Q4 2021
|
Blooom, Inc.
|
BUY
|
- |
2.13K+ 12.73% |
$114K - $116K
|
18.9K
$437K
|
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
2.11K+ 11.59% |
$113K - $115K
|
20.4K
$472K
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.05K+ 5.64% |
$110K - $112K
|
38.3K
$889K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 0.4% |
$109K - $111K
|
508K
$11.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.02K+ 3.0% |
$108K - $110K
|
69.1K
$1.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
2K+ 1.71% |
$107K - $109K
|
119K
$2.76M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.96K+ 30.1% |
$105K - $107K
|
8.45K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 1.66% |
$99.7K - $101K
|
114K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.73K+ 1.16% |
$92.5K - $94K
|
151K
$3.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Gpwm LLC
|
BUY
|
- |
1.68KNew |
$90.1K - $91.6K
|
1.68K
$38.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.67K+ 6.06% |
$89.6K - $91K
|
29.2K
$677K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.64K+ 8.35% |
$87.8K - $89.2K
|
21.2K
$492K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.62K+ 68.07% |
$86.8K - $88.2K
|
4K
$92.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.59K+ 1.69% |
$85.2K - $86.6K
|
95.7K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.53KNew |
$82.3K - $83.6K
|
1.53K
$35.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
1.42K+ 5.86% |
$76.4K - $77.6K
|
25.7K
$596K
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
1.35K+ 0.5% |
$72.6K - $73.8K
|
273K
$6.33M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
1.31K+ 15.82% |
$70.2K - $71.4K
|
9.58K
$222K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.24K+ 18.21% |
$66.7K - $67.8K
|
8.07K
$187K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.22KNew |
$65.4K - $66.5K
|
1.22K
$28.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
BUY
|
- |
1.17K+ 2.99% |
$62.9K - $63.9K
|
40.4K
$936K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.15KNew |
$61.5K - $62.5K
|
1.15K
$26.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.14K+ 4.79% |
$61.1K - $62.1K
|
24.9K
$577K
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
1.13KNew |
$60.4K - $61.4K
|
1.13K
$26.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.12K+ 3.16% |
$60.1K - $61.1K
|
36.6K
$848K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$60K - $61K
|
1.12K
$25.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.08K+ 4.51% |
$57.8K - $58.8K
|
25K
$579K
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.07K+ 15.33% |
$57.4K - $58.4K
|
8.06K
$187K
|
|
|
Feb 08, 2022
Q4 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 7.37% |
$56.9K - $57.8K
|
15.4K
$358K
|
|
|
Feb 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.05K+ 11.43% |
$56.3K - $57.2K
|
10.2K
$237K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.04K+ 3.58% |
$55.9K - $56.8K
|
30.2K
$700K
|
|
|
Jan 19, 2022
Q4 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
1.04K+ 2.84% |
$55.8K - $56.8K
|
37.7K
$874K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 1.3% |
$55.2K - $56.1K
|
80.3K
$1.86M
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
970+ 6.93% |
$52K - $52.9K
|
15K
$347K
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
967+ 13.02% |
$51.9K - $52.7K
|
8.39K
$195K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
937+ 1.36% |
$50.3K - $51.1K
|
70K
$1.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
905+ 4.44% |
$48.5K - $49.3K
|
21.3K
$494K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
900+ 9.26% |
$48.3K - $49.1K
|
10.6K
$246K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
891+ 1.25% |
$47.8K - $48.6K
|
72.4K
$1.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
829+ 168.84% |
$44.5K - $45.2K
|
1.32K
$30.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
788+ 20.38% |
$42.3K - $43K
|
4.65K
$108K
|