Purchases and Sales Made in Q1 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 Q1 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
Apr 28, 2022 Q1 2022
Acas, LLC

SELL
 -
-3.94K
Closed
$197K - $211K
0 $0
May 10, 2022 Q1 2022
Barry Investment Advisors, LLC

SELL
 -
-3.99K
Closed
$200K - $213K
0 $0
May 12, 2022 Q1 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-4K
Closed
$200K - $214K
0 $0
Apr 12, 2022 Q1 2022
Crestwood Advisors Group LLC

SELL
 -
-4.01K
Closed
$200K - $214K
0 $0
May 02, 2022 Q1 2022
Lvw Advisors, LLC

SELL
 -
-4.01K
- 2.76%
$201K - $214K
141K $3.22M
May 10, 2022 Q1 2022
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-4.07K
- 37.28%
$203K - $218K
6.84K $156K
May 02, 2022 Q1 2022
Gsb Wealth Management, LLC

SELL
 -
-4.13K
- 11.38%
$206K - $221K
32.1K $734K
May 09, 2022 Q1 2022
Dixon Hubard Feinour & Brown Inc

SELL
 -
-4.18K
Closed
$209K - $224K
0 $0
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

SELL
 -
-4.24K
- 21.8%
$212K - $227K
15.2K $347K
May 10, 2022 Q1 2022
Orgel Wealth Management, LLC

SELL
 -
-4.29K
Closed
$215K - $230K
0 $0
Apr 25, 2022 Q1 2022
Aevitas Wealth Management, Inc.

SELL
 -
-4.35K
Closed
$218K - $233K
0 $0
May 02, 2022 Q1 2022
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-4.42K
- 38.13%
$221K - $236K
7.17K $164K
Apr 25, 2022 Q1 2022
Mission Wealth Management, LP

SELL
 -
-4.47K
Closed
$224K - $239K
0 $0
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-4.57K
Closed
$229K - $245K
0 $0
May 04, 2022 Q1 2022
Avion Wealth

The Woodlands, TX
SELL
 -
-4.65K
- 10.74%
$233K - $249K
38.7K $883K
May 02, 2022 Q1 2022
Security National Bank Of So Dak

Sioux City, IA
SELL
 -
-4.77K
Closed
$239K - $255K
0 $0
Apr 21, 2022 Q1 2022
Leavell Investment Management, Inc.

SELL
 -
-4.9K
- 1.56%
$245K - $262K
309K $7.07M
Apr 20, 2022 Q1 2022
Gemmer Asset Management LLC

SELL
 -
-4.9K
- 5.09%
$245K - $262K
91.4K $2.09M
Apr 26, 2022 Q1 2022
New York Life Investment Management LLC

New York, NY
SELL
 -
-5.03K
- 1.72%
$252K - $269K
288K $6.57M
May 13, 2022 Q1 2022
Neuberger Berman Group LLC

New York, NY
SELL
 -
-5.04K
Closed
$252K - $270K
0 $0
May 10, 2022 Q1 2022
Goldstein Munger & Associates

San Ramon, CA
SELL
 -
-5.23K
Closed
$262K - $280K
0 $0
Apr 12, 2022 Q1 2022
Hill Island Financial LLC

Grand Rapids, MI
SELL
 -
-5.25K
- 22.16%
$263K - $281K
18.4K $421K
May 04, 2022 Q1 2022
Financial Advisory Service, Inc.

SELL
 -
-5.46K
- 2.24%
$273K - $292K
238K $5.44M
May 09, 2022 Q1 2022
River Wealth Advisors LLC

Camp Hill, PA
SELL
 -
-5.59K
Closed
$280K - $299K
0 $0
May 13, 2022 Q1 2022
Aj Wealth Strategies, LLC

SELL
 -
-5.64K
- 5.84%
$282K - $302K
91K $2.08M
Apr 28, 2022 Q1 2022
Alpha Star Capital Management, LLC

SELL
 -
-5.7K
Closed
$285K - $305K
0 $0
May 03, 2022 Q1 2022
Jackson Creek Investment Advisors LLC

SELL
 -
-5.73K
- 34.38%
$287K - $307K
10.9K $250K
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-5.92K
- 45.34%
$296K - $317K
7.14K $163K
May 06, 2022 Q1 2022
Maltin Wealth Management, Inc.

SELL
 -
-5.94K
- 33.9%
$297K - $318K
11.6K $264K
May 04, 2022 Q1 2022
Vista Wealth Management Group, LLC

SELL
 -
-5.96K
- 15.68%
$298K - $319K
32K $732K
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

SELL
 -
-6.06K
Closed
$303K - $324K
0 $0
May 13, 2022 Q1 2022
Bartlett & Co. LLC

SELL
 -
-6.21K
- 5.25%
$311K - $332K
112K $2.56M
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-6.21K
- 5.25%
$311K - $332K
112K $2.56M
May 16, 2022 Q1 2022
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-6.31K
- 92.82%
$316K - $338K
488 $11.1K
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-6.38K
- 3.41%
$319K - $341K
181K $4.12M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-6.46K
- 13.51%
$323K - $346K
41.3K $944K
Apr 22, 2022 Q1 2022
Cypress Wealth Services, LLC

SELL
 -
-6.57K
- 11.88%
$329K - $352K
48.7K $1.11M
May 06, 2022 Q1 2022
Members Advisory Group LLC

Williamsville, NY
SELL
 -
-6.58K
Closed
$329K - $352K
0 $0
May 06, 2022 Q1 2022
Kaizen Financial Strategies

SELL
 -
-6.99K
- 15.63%
$350K - $374K
37.7K $862K
Apr 21, 2022 Q1 2022
Cwa Asset Management Group, LLC

SELL
 -
-7.13K
Closed
$357K - $382K
0 $0
Apr 26, 2022 Q1 2022
Marquette Asset Management, LLC

SELL
 -
-7.18K
- 29.55%
$359K - $384K
17.1K $391K
May 16, 2022 Q1 2022
Blue Barn Wealth, LLC

SELL
 -
-7.22K
- 10.37%
$361K - $386K
62.4K $1.42M
May 05, 2022 Q1 2022
Stockman Wealth Management, Inc.

SELL
 -
-7.3K
- 29.24%
$366K - $391K
17.7K $404K
May 11, 2022 Q1 2022
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-7.33K
- 32.03%
$367K - $392K
15.6K $355K
May 16, 2022 Q1 2022
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-7.37K
- 10.49%
$369K - $395K
62.9K $1.44M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-7.58K
Closed
$380K - $406K
0 $0
Apr 08, 2022 Q1 2022
Marotta Asset Management

SELL
 -
-8.24K
- 4.62%
$413K - $441K
170K $3.89M
May 11, 2022 Q1 2022
Roundview Capital LLC

Princeton, NJ
SELL
 -
-8.39K
- 6.61%
$420K - $449K
119K $2.71M
Apr 19, 2022 Q1 2022
Pfg Advisors

SELL
 -
-9.58K
Closed
$480K - $513K
0 $0

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