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 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.42K+ 9.87% |
$238K - $241K
|
49.1K
$1.11M
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.39K+ 4.81% |
$237K - $240K
|
95.8K
$2.15M
|
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
4.36KNew |
$235K - $238K
|
4.36K
$97.9K
|
|
|
Jul 22, 2021
Q2 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
4.3KNew |
$232K - $235K
|
4.3K
$96.6K
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
4.26KNew |
$229K - $232K
|
4.26K
$95.7K
|
|
|
Aug 04, 2021
Q2 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.21K+ 5.91% |
$227K - $230K
|
75.4K
$1.7M
|
|
|
Jul 27, 2021
Q2 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.04K+ 13.8% |
$218K - $220K
|
33.3K
$749K
|
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.03K+ 1.56% |
$217K - $220K
|
262K
$5.88M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.91K+ 18.44% |
$211K - $213K
|
25.1K
$565K
|
|
|
Jul 14, 2021
Q2 2021
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.89KNew |
$209K - $212K
|
3.89K
$87.4K
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.78KNew |
$204K - $206K
|
3.78K
$85.1K
|
|
|
Jul 26, 2021
Q2 2021
|
Zhang Financial LLC
|
BUY
|
- |
3.72K+ 27.3% |
$200K - $203K
|
17.3K
$390K
|
|
|
Jul 22, 2021
Q2 2021
|
Private Capital Management LLC
|
BUY
|
- |
3.7KNew |
$200K - $202K
|
3.7K
$83.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.69K+ 2.87% |
$199K - $201K
|
132K
$2.97M
|
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3.66K+ 5.92% |
$197K - $200K
|
65.5K
$1.47M
|
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
BUY
|
- |
3.33K+ 26.14% |
$180K - $182K
|
16.1K
$362K
|
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.24K+ 49.1% |
$174K - $177K
|
9.83K
$221K
|
|
|
Aug 16, 2021
Q2 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.21K+ 71.48% |
$173K - $175K
|
7.69K
$173K
|
|
|
Jul 20, 2021
Q2 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.9K+ 8.59% |
$156K - $158K
|
36.6K
$823K
|
|
|
Aug 12, 2021
Q2 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.84K+ 60.04% |
$153K - $155K
|
7.56K
$170K
|
|
|
Jul 28, 2021
Q2 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.77K+ 1.06% |
$149K - $151K
|
264K
$5.94M
|
|
|
Jul 21, 2021
Q2 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.77K+ 3.39% |
$149K - $151K
|
84.5K
$1.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.74K+ 6.21% |
$148K - $150K
|
46.9K
$1.06M
|
|
|
Aug 10, 2021
Q2 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.56K+ 28.0% |
$138K - $140K
|
11.7K
$263K
|
|
|
Aug 12, 2021
Q2 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.5K+ 11.68% |
$135K - $137K
|
23.9K
$538K
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.36K+ 9.94% |
$127K - $129K
|
26.1K
$586K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
2.34K+ 452.42% |
$126K - $128K
|
2.86K
$64.2K
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
BUY
|
- |
2.31K+ 32.25% |
$125K - $126K
|
9.47K
$213K
|
|
|
Jul 29, 2021
Q2 2021
|
Rhs Financial, LLC
|
BUY
|
- |
2.31K+ 6.0% |
$124K - $126K
|
40.8K
$917K
|
|
|
Aug 09, 2021
Q2 2021
|
Hc Advisors, LLC
|
BUY
|
- |
2.24K+ 6.27% |
$121K - $122K
|
37.9K
$853K
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.16K+ 7.36% |
$116K - $118K
|
31.4K
$707K
|
|
|
Jul 14, 2021
Q2 2021
|
Burt Wealth Advisors
|
BUY
|
- |
2.13K+ 32.82% |
$115K - $116K
|
8.63K
$194K
|
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 5.48% |
$105K - $106K
|
37.3K
$839K
|
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.92K+ 26.42% |
$103K - $105K
|
9.18K
$206K
|
|
|
Aug 03, 2021
Q2 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.9K+ 11.6% |
$103K - $104K
|
18.3K
$412K
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
1.83K+ 40.32% |
$98.8K - $100K
|
6.38K
$143K
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.8K+ 4.89% |
$96.8K - $98K
|
38.5K
$867K
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.79K+ 5.25% |
$96.6K - $97.8K
|
35.9K
$808K
|
|
|
Jul 28, 2021
Q2 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.61K+ 0.94% |
$86.9K - $88.1K
|
172K
$3.88M
|
|
|
Jul 29, 2021
Q2 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.6K+ 18.42% |
$86.1K - $87.3K
|
10.3K
$231K
|
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.59K+ 280.88% |
$85.5K - $86.7K
|
2.15K
$48.4K
|
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.5K+ 3.45% |
$80.8K - $81.8K
|
45K
$1.01M
|
|
|
Jul 01, 2021
Q2 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.38K+ 7.27% |
$74.1K - $75.1K
|
20.3K
$457K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.35KNew |
$72.9K - $73.9K
|
1.35K
$30.4K
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.28K+ 0.47% |
$69K - $69.9K
|
274K
$6.16M
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 4.42% |
$64.7K - $65.5K
|
28.4K
$638K
|
|
|
Jul 29, 2021
Q2 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
1.19K+ 1.15% |
$63.9K - $64.7K
|
104K
$2.34M
|
|
|
Jul 23, 2021
Q2 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.1K+ 16.8% |
$59.5K - $60.3K
|
7.68K
$173K
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.1K+ 16.15% |
$59.3K - $60.1K
|
7.91K
$178K
|
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.08K+ 12.04% |
$58K - $58.7K
|
10K
$225K
|