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 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-94- 4.56% |
$5.04K - $5.12K
|
1.97K
$44.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-102- 5.23% |
$5.47K - $5.56K
|
1.85K
$42.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-102- 1.29% |
$5.47K - $5.56K
|
7.8K
$178K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-103Closed |
$5.52K - $5.62K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-117- 2.84% |
$6.27K - $6.38K
|
4.01K
$91.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-120- 9.53% |
$6.44K - $6.54K
|
1.14K
$26K
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-130- 1.38% |
$6.97K - $7.09K
|
9.31K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-131- 2.26% |
$7.03K - $7.14K
|
5.67K
$129K
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-134- 0.9% |
$7.19K - $7.31K
|
14.8K
$338K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-140- 1.92% |
$7.51K - $7.63K
|
7.15K
$163K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-140- 2.46% |
$7.51K - $7.63K
|
5.55K
$127K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-144- 1.24% |
$7.72K - $7.85K
|
11.5K
$263K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-150- 3.19% |
$8.04K - $8.18K
|
4.55K
$104K
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
SELL
|
- |
-156- 1.64% |
$8.37K - $8.51K
|
9.36K
$214K
|
|
|
Jan 26, 2022
Q4 2021
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-167- 0.66% |
$8.96K - $9.1K
|
25.1K
$572K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-185- 1.43% |
$9.92K - $10.1K
|
12.8K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
SELL
|
- |
-207- 2.18% |
$11.1K - $11.3K
|
9.27K
$212K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-221- 0.19% |
$11.9K - $12K
|
118K
$2.7M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-221- 0.19% |
$11.9K - $12K
|
118K
$2.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-228Closed |
$12.2K - $12.4K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whelan Financial
|
SELL
|
- |
-233- 2.33% |
$12.5K - $12.7K
|
9.78K
$223K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
SELL
|
- |
-237- 0.39% |
$12.7K - $12.9K
|
60.1K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-239- 1.28% |
$12.8K - $13K
|
18.5K
$421K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-248- 0.27% |
$13.3K - $13.5K
|
93.1K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-252- 4.85% |
$13.5K - $13.7K
|
4.95K
$113K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-258- 2.77% |
$13.8K - $14.1K
|
9.05K
$207K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-267- 55.17% |
$14.3K - $14.6K
|
217
$4.96K
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-272- 1.41% |
$14.6K - $14.8K
|
19.1K
$436K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-274Closed |
$14.7K - $14.9K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-277- 6.47% |
$14.9K - $15.1K
|
4.01K
$91.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-289- 3.79% |
$15.5K - $15.8K
|
7.34K
$168K
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-302- 12.0% |
$16.2K - $16.5K
|
2.21K
$50.6K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-342- 2.96% |
$18.3K - $18.6K
|
11.2K
$256K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-356- 6.18% |
$19.1K - $19.4K
|
5.4K
$123K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-367- 6.4% |
$19.7K - $20K
|
5.37K
$123K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-440- 1.02% |
$23.6K - $24K
|
42.6K
$972K
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-441- 3.89% |
$23.7K - $24K
|
10.9K
$249K
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-500- 4.2% |
$26.8K - $27.3K
|
11.4K
$260K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-502- 5.59% |
$26.9K - $27.4K
|
8.48K
$194K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-516- 2.61% |
$27.7K - $28.1K
|
19.2K
$439K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-526- 10.32% |
$28.2K - $28.7K
|
4.57K
$104K
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-542- 4.47% |
$29.1K - $29.5K
|
11.6K
$264K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-581- 12.95% |
$31.2K - $31.7K
|
3.91K
$89.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-607- 9.87% |
$32.6K - $33.1K
|
5.54K
$127K
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-632- 1.9% |
$33.9K - $34.5K
|
32.7K
$747K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-640- 1.06% |
$34.3K - $34.9K
|
59.6K
$1.36M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-709- 6.28% |
$38K - $38.7K
|
10.6K
$242K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-743- 5.47% |
$39.8K - $40.5K
|
12.8K
$293K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-752- 9.41% |
$40.3K - $41K
|
7.24K
$165K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-756- 3.17% |
$40.5K - $41.2K
|
23.1K
$528K
|