Purchases and Sales Made in Q4 2021 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 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 19, 2022 Q4 2021
Cypress Wealth Services, LLC

SELL
 -
-2.27K
- 3.94%
$122K - $124K
55.3K $1.26M
Jan 31, 2022 Q4 2021
Gradient Capital Advisors, LLC

SELL
 -
-2.35K
- 5.78%
$126K - $128K
38.3K $874K
Jan 14, 2022 Q4 2021
Charles Schwab Trust CO

SELL
 -
-2.35K
- 8.82%
$126K - $128K
24.3K $555K
Feb 11, 2022 Q4 2021
Mission Wealth Management, LP

SELL
 -
-2.38K
- 34.77%
$128K - $130K
4.47K $102K
Feb 15, 2022 Q4 2021
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-2.53K
- 5.09%
$135K - $138K
47.1K $1.08M
Jan 20, 2022 Q4 2021
Kiley Juergens Wealth Management, LLC

SELL
 -
-2.58K
- 13.48%
$138K - $140K
16.5K $378K
Jan 28, 2022 Q4 2021
Bergan Kdv Wealth Management, LLC

SELL
 -
-2.58K
- 5.0%
$139K - $141K
49.1K $1.12M
Jan 26, 2022 Q4 2021
Landmark Financial Advisors, LLC

SELL
 -
-2.6K
- 11.33%
$140K - $142K
20.4K $465K
Jan 27, 2022 Q4 2021
Exchange Capital Management, Inc.

SELL
 -
-2.63K
- 6.19%
$141K - $143K
39.9K $911K
Feb 14, 2022 Q4 2021
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-2.67K
- 29.02%
$143K - $146K
6.53K $149K
Jan 20, 2022 Q4 2021
Cra Financial Services, LLC

SELL
 -
-2.73K
- 34.82%
$147K - $149K
5.12K $117K
Jan 18, 2022 Q4 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-2.8K
- 1.37%
$150K - $153K
202K $4.62M
Jan 25, 2022 Q4 2021
Genesee Capital Advisors, LLC

SELL
 -
-2.85K
- 5.05%
$153K - $155K
53.5K $1.22M
Feb 14, 2022 Q4 2021
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-3K
- 30.59%
$161K - $163K
6.8K $155K
Jan 28, 2022 Q4 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-3.45K
- 8.98%
$185K - $188K
35K $799K
Jan 13, 2022 Q4 2021
Marotta Asset Management

SELL
 -
-3.7K
- 2.03%
$198K - $202K
178K $4.08M
Jan 12, 2022 Q4 2021
Private Capital Management LLC

SELL
 -
-3.71K
Closed
$199K - $202K
0 $0
Feb 11, 2022 Q4 2021
Sawtooth Solutions, LLC

SELL
 -
-3.77K
Closed
$202K - $205K
0 $0
Jan 25, 2022 Q4 2021
Anderson Hoagland & CO

SELL
 -
-3.79K
- 18.9%
$203K - $207K
16.3K $371K
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-3.85K
Closed
$207K - $210K
0 $0
Feb 04, 2022 Q4 2021
Modera Wealth Management, LLC

SELL
 -
-3.86K
Closed
$207K - $211K
0 $0
Feb 10, 2022 Q4 2021
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-3.87K
Closed
$208K - $211K
0 $0
Feb 11, 2022 Q4 2021
Bigelow Investment Advisors, LLC

SELL
 -
-3.94K
- 2.18%
$212K - $215K
177K $4.03M
Feb 01, 2022 Q4 2021
Xml Financial, LLC

SELL
 -
-3.95K
Closed
$212K - $215K
0 $0
Mar 07, 2022 Q4 2021
Stephens Inc

SELL
 -
-4.26K
Closed
$228K - $232K
0 $0
Jan 27, 2022 Q4 2021
Peak Financial Management, Inc.

SELL
 -
-4.42K
- 5.47%
$237K - $241K
76.5K $1.75M
Jan 18, 2022 Q4 2021
Yhb Investment Advisors, Inc.

SELL
 -
-4.53K
Closed
$243K - $247K
0 $0
Jan 26, 2022 Q4 2021
Sightline Wealth Advisors, LLC

SELL
 -
-4.55K
Closed
$244K - $248K
0 $0
Apr 05, 2024 Q4 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-4.59K
Closed
$246K - $250K
0 $0
Jan 25, 2022 Q4 2021
Cva Family Office, LLC

SELL
 -
-4.75K
- 9.87%
$255K - $259K
43.4K $991K
Feb 14, 2022 Q4 2021
Mcf Advisors LLC

Covington, KY
SELL
 -
-4.78K
Closed
$256K - $260K
0 $0
Feb 08, 2022 Q4 2021
Mirae Asset Global Investments Co., Ltd.

SELL
 -
-5K
Closed
$268K - $272K
0 $0
Feb 14, 2022 Q4 2021
Two Sigma Securities, LLC

New York, NY
SELL
 -
-5.02K
Closed
$269K - $273K
0 $0
Feb 07, 2022 Q4 2021
Triton Wealth Management, Pllc

SELL
 -
-5.07K
- 33.06%
$272K - $276K
10.3K $234K
Aug 25, 2023 Q4 2021
Financial & Tax Architects, LLC

St Louis, MO
SELL
 -
-5.34K
Closed
$286K - $291K
0 $0
Feb 08, 2022 Q4 2021
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-5.38K
- 40.52%
$289K - $293K
7.9K $180K
Feb 01, 2022 Q4 2021
Verity & Verity, LLC

Beaufort, SC
SELL
 -
-5.45K
Closed
$292K - $297K
0 $0
Feb 14, 2022 Q4 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-5.46K
- 4.19%
$293K - $298K
125K $2.85M
Jan 20, 2022 Q4 2021
Diversified Investment Strategies, LLC

SELL
 -
-5.52K
- 34.06%
$296K - $301K
10.7K $244K
Jan 04, 2022 Q4 2021
Modus Advisors, LLC

SELL
 -
-5.54K
- 3.96%
$297K - $302K
135K $3.07M
Dec 11, 2023 Q4 2021
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-5.62K
- 17.53%
$301K - $306K
26.4K $603K
Feb 14, 2022 Q4 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-5.65K
- 98.83%
$303K - $308K
67 $1.53K
Jan 21, 2022 Q4 2021
Well Done, LLC

SELL
 -
-6.02K
Closed
$323K - $328K
0 $0
Jan 25, 2022 Q4 2021
Allen Capital Group, LLC

SELL
 -
-6.35K
Closed
$341K - $346K
0 $0
Feb 08, 2022 Q4 2021
Inter Ocean Capital Group, LLC

Nashville, TN
SELL
 -
-6.61K
Closed
$355K - $361K
0 $0
Jan 19, 2022 Q4 2021
Acas, LLC

SELL
 -
-6.69K
Closed
$359K - $365K
0 $0
Jan 21, 2022 Q4 2021
Cooper/Haims Advisors, LLC

SELL
 -
-6.9K
- 3.39%
$370K - $376K
197K $4.5M
Feb 10, 2022 Q4 2021
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-6.9K
- 23.17%
$370K - $376K
22.9K $523K
Jan 21, 2022 Q4 2021
Valicenti Advisory Services Inc

SELL
 -
-6.94K
- 9.51%
$372K - $378K
66K $1.51M

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