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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
17.1KNew |
$920K - $932K
|
17.1K
$384K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.9K+ 112.17% |
$859K - $870K
|
30.1K
$678K
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
14.7K+ 5503.0% |
$792K - $802K
|
15K
$336K
|
|
|
Jul 12, 2021
Q2 2021
|
Dagco, Inc.
|
BUY
|
- |
14.5K+ 153.18% |
$784K - $794K
|
24K
$541K
|
|
|
Jul 21, 2021
Q2 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
14.5K+ 4.04% |
$783K - $794K
|
375K
$8.43M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
13.8K+ 39.08% |
$744K - $753K
|
49.1K
$1.1M
|
|
|
Aug 04, 2021
Q2 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
13.8K+ 1.17% |
$743K - $752K
|
1.19M
$26.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
13.4K+ 2.33% |
$722K - $732K
|
589K
$13.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
13.4K+ 2.33% |
$722K - $732K
|
589K
$13.2M
|
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
13K+ 10.06% |
$702K - $711K
|
142K
$3.2M
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.7K+ 19.28% |
$684K - $693K
|
78.5K
$1.77M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.6K+ 4.23% |
$681K - $690K
|
311K
$7M
|
|
|
Jul 19, 2021
Q2 2021
|
Retirement Planning Group
|
BUY
|
- |
12.6K+ 5.04% |
$677K - $686K
|
262K
$5.88M
|
|
|
Jul 26, 2021
Q2 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
12.1KNew |
$649K - $658K
|
12.1K
$271K
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$636K - $644K
|
11.8K
$265K
|
|
|
Aug 09, 2021
Q2 2021
|
Souders Financial Advisors
|
BUY
|
- |
11K+ 14.31% |
$593K - $600K
|
87.8K
$1.98M
|
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.8K+ 15.89% |
$583K - $590K
|
78.9K
$1.77M
|
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 10.86% |
$572K - $579K
|
108K
$2.43M
|
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5K+ 1.98% |
$567K - $574K
|
542K
$12.2M
|
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
10.5K+ 4.11% |
$566K - $574K
|
266K
$5.99M
|
|
|
Jul 15, 2021
Q2 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
10.3K+ 7.74% |
$554K - $561K
|
143K
$3.22M
|
|
|
Aug 13, 2021
Q2 2021
|
Holistic Financial Partners
|
BUY
|
- |
9.81K+ 5.16% |
$529K - $535K
|
200K
$4.49M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.66K+ 0.93% |
$520K - $527K
|
1.04M
$23.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.33KNew |
$503K - $509K
|
9.33K
$210K
|
|
|
Aug 10, 2021
Q2 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
8.79K+ 143.35% |
$474K - $480K
|
14.9K
$336K
|
|
|
Sep 23, 2021
Q2 2021
|
Blooom, Inc.
|
BUY
|
- |
8.52K+ 127.6% |
$459K - $465K
|
15.2K
$342K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.41K+ 85.22% |
$454K - $459K
|
18.3K
$411K
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.92KNew |
$427K - $432K
|
7.92K
$178K
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7.83K+ 8.78% |
$422K - $427K
|
97K
$2.18M
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.67K+ 30.69% |
$413K - $419K
|
32.7K
$734K
|
|
|
Sep 01, 2023
Q2 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
7.6K+ 12.69% |
$410K - $415K
|
67.5K
$1.52M
|
|
|
Jul 28, 2021
Q2 2021
|
Nbt Bank N A
|
BUY
|
- |
6.87K+ 16.63% |
$370K - $375K
|
48.2K
$1.08M
|
|
|
Dec 19, 2024
Q2 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.56K+ 10.55% |
$354K - $358K
|
68.8K
$1.55M
|
|
|
Jul 27, 2021
Q2 2021
|
Wbh Advisory Inc
|
BUY
|
- |
6.55K+ 42.2% |
$353K - $358K
|
22.1K
$496K
|
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
6.51K+ 5.59% |
$351K - $355K
|
123K
$2.76M
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.27K+ 2.55% |
$338K - $342K
|
252K
$5.67M
|
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.14K+ 47.85% |
$331K - $335K
|
19K
$426K
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
6.07K+ 16.13% |
$327K - $331K
|
43.7K
$982K
|
|
|
Jul 29, 2021
Q2 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.99K+ 21.05% |
$323K - $327K
|
34.4K
$775K
|
|
|
Aug 03, 2021
Q2 2021
|
Verity Wealth Advisors
|
BUY
|
- |
5.71K+ 4.96% |
$308K - $312K
|
121K
$2.72M
|
|
|
Jul 13, 2021
Q2 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5.48K+ 17.38% |
$296K - $299K
|
37K
$833K
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.4KNew |
$291K - $295K
|
5.4K
$121K
|
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.11K+ 8.23% |
$275K - $279K
|
67.2K
$1.51M
|
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.99K+ 17.4% |
$269K - $273K
|
33.7K
$758K
|
|
|
Jul 26, 2021
Q2 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
4.98K+ 34.75% |
$268K - $272K
|
19.3K
$434K
|
|
|
Jul 30, 2021
Q2 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.98K+ 5.08% |
$268K - $272K
|
103K
$2.31M
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.96KNew |
$267K - $271K
|
4.96K
$112K
|
|
|
Aug 16, 2021
Q2 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
4.77KNew |
$257K - $260K
|
4.77K
$107K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
4.76K+ 16.42% |
$257K - $260K
|
33.8K
$759K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.45KNew |
$240K - $243K
|
4.45K
$100K
|