Purchases and Sales Made in Q2 2021 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.7M+ 10.26% |
$91.8M - $93M
|
18.3M
$412M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.23M+ 155.62% |
$66.2M - $67.1M
|
2.02M
$45.4M
|
|
|
Aug 06, 2021
Q2 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
656K+ 98.94% |
$35.4M - $35.8M
|
1.32M
$29.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
480KNew |
$25.9M - $26.2M
|
480K
$10.8M
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
380K+ 12.86% |
$20.5M - $20.7M
|
3.34M
$75M
|
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
333K+ 7.42% |
$18M - $18.2M
|
4.82M
$108M
|
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
266KNew |
$14.3M - $14.5M
|
266K
$5.99M
|
|
|
Aug 02, 2021
Q2 2021
|
Tenret CO LLC
|
BUY
|
- |
249KNew |
$13.4M - $13.6M
|
249K
$5.6M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
242KNew |
$13M - $13.2M
|
242K
$5.44M
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
211KNew |
$11.4M - $11.5M
|
211K
$4.74M
|
|
|
Aug 25, 2023
Q2 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
198KNew |
$10.7M - $10.8M
|
198K
$4.45M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
184K+ 8.95% |
$9.9M - $10M
|
2.24M
$50.3M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
178K+ 20.06% |
$9.6M - $9.73M
|
1.07M
$24M
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
155K+ 15.54% |
$8.33M - $8.44M
|
1.15M
$25.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
151KNew |
$8.15M - $8.26M
|
151K
$3.4M
|
|
|
Jul 22, 2021
Q2 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
144K+ 51.22% |
$7.77M - $7.88M
|
426K
$9.58M
|
|
|
Aug 02, 2021
Q2 2021
|
Mc Adam, LLC
|
BUY
|
- |
142K+ 13.23% |
$7.63M - $7.73M
|
1.21M
$27.2M
|
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
121KNew |
$6.5M - $6.58M
|
121K
$2.71M
|
|
|
Jul 29, 2021
Q2 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
107K+ 10.51% |
$5.76M - $5.83M
|
1.12M
$25.3M
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
106KNew |
$5.73M - $5.8M
|
106K
$2.39M
|
|
|
Jul 27, 2021
Q2 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
105K+ 13.92% |
$5.65M - $5.72M
|
858K
$19.3M
|
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
101K+ 2.94% |
$5.45M - $5.52M
|
3.54M
$79.6M
|
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
94.7K+ 10.27% |
$5.11M - $5.17M
|
1.02M
$22.9M
|
|
|
Aug 23, 2021
Q2 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
72.2KNew |
$3.89M - $3.94M
|
72.2K
$1.62M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
60.9K+ 352.13% |
$3.28M - $3.32M
|
78.2K
$1.76M
|
|
|
Aug 13, 2021
Q2 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
55.7KNew |
$3M - $3.04M
|
55.7K
$1.25M
|
|
|
Jun 07, 2022
Q2 2021
|
True North Advisors, LLC
|
BUY
|
- |
55.4KNew |
$2.99M - $3.02M
|
55.4K
$1.25M
|
|
|
Aug 22, 2023
Q2 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
50.9KNew |
$2.74M - $2.78M
|
50.9K
$1.14M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49.5K+ 36.19% |
$2.67M - $2.71M
|
186K
$4.19M
|
|
|
Aug 16, 2021
Q2 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
47.1K+ 8.05% |
$2.54M - $2.57M
|
632K
$14.2M
|
|
|
Aug 05, 2021
Q2 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
46.4K+ 55.01% |
$2.5M - $2.53M
|
131K
$2.94M
|
|
|
Aug 10, 2021
Q2 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
45.2KNew |
$2.44M - $2.47M
|
45.2K
$1.02M
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44.8KNew |
$2.42M - $2.45M
|
44.8K
$1.01M
|
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
43.2KNew |
$2.33M - $2.36M
|
43.2K
$971K
|
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.5K+ 4.62% |
$2.13M - $2.15M
|
893K
$20.1M
|
|
|
Jul 28, 2021
Q2 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
38K+ 19.74% |
$2.05M - $2.08M
|
231K
$5.19M
|
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
37.2K+ 106.01% |
$2.01M - $2.03M
|
72.3K
$1.63M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36.3K+ 32.21% |
$1.96M - $1.98M
|
149K
$3.35M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.3K+ 36.71% |
$1.85M - $1.87M
|
128K
$2.88M
|
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
27.3K+ 22.68% |
$1.47M - $1.49M
|
148K
$3.33M
|
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
26.3K+ 15.83% |
$1.42M - $1.44M
|
192K
$4.33M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.2KNew |
$1.36M - $1.37M
|
25.2K
$566K
|
|
|
Jul 29, 2021
Q2 2021
|
Bfsg, LLC
|
BUY
|
- |
24.9K+ 10.48% |
$1.34M - $1.36M
|
263K
$5.91M
|
|
|
Jul 14, 2021
Q2 2021
|
Friedenthal Financial
|
BUY
|
- |
24.2K+ 15.03% |
$1.31M - $1.32M
|
185K
$4.17M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.1K+ 4.71% |
$1.3M - $1.31M
|
534K
$12M
|
|
|
Jul 13, 2021
Q2 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
22.7K+ 3.84% |
$1.22M - $1.24M
|
614K
$13.8M
|
|
|
Aug 11, 2021
Q2 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
21.9K+ 5.88% |
$1.18M - $1.19M
|
393K
$8.85M
|
|
|
Aug 13, 2021
Q2 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
21.8KNew |
$1.17M - $1.19M
|
21.8K
$490K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.3K+ 153.61% |
$1.15M - $1.16M
|
35.2K
$792K
|
|
|
Aug 11, 2021
Q2 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
17.9K+ 18.21% |
$966K - $978K
|
116K
$2.62M
|