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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q2 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.06K+ 14.89% |
$56.9K - $57.7K
|
8.15K
$183K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
976+ 5.43% |
$52.6K - $53.3K
|
18.9K
$426K
|
|
|
Jul 21, 2021
Q2 2021
|
Lathrop Investment Management Corp
|
BUY
|
- |
952+ 4.45% |
$51.3K - $52K
|
22.3K
$503K
|
|
|
Jul 30, 2021
Q2 2021
|
First National Corp
|
BUY
|
- |
929+ 12.29% |
$50.1K - $50.7K
|
8.49K
$191K
|
|
|
Aug 05, 2021
Q2 2021
|
Appleton Group, LLC
|
BUY
|
- |
892+ 2.33% |
$48.1K - $48.7K
|
39.3K
$883K
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
827+ 6.78% |
$44.6K - $45.2K
|
13K
$293K
|
|
|
Aug 09, 2021
Q2 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
822+ 0.84% |
$44.3K - $44.9K
|
98.2K
$2.21M
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
820+ 11.1% |
$44.2K - $44.8K
|
8.21K
$185K
|
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
792+ 1237.5% |
$42.7K - $43.2K
|
856
$19.3K
|
|
|
Jul 21, 2021
Q2 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
748+ 8.64% |
$40.3K - $40.8K
|
9.41K
$212K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
726+ 13.74% |
$39.1K - $39.6K
|
6.01K
$135K
|
|
|
Aug 13, 2021
Q2 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
717+ 4.1% |
$38.6K - $39.1K
|
18.2K
$409K
|
|
|
Jul 20, 2021
Q2 2021
|
Blossom Wealth Management
|
BUY
|
- |
702+ 4.96% |
$37.8K - $38.3K
|
14.8K
$334K
|
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
689+ 2.5% |
$37.1K - $37.6K
|
28.2K
$634K
|
|
|
Aug 09, 2021
Q2 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
688+ 4.83% |
$37.1K - $37.6K
|
14.9K
$336K
|
|
|
Jul 29, 2021
Q2 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
683+ 2.55% |
$36.8K - $37.3K
|
27.4K
$617K
|
|
|
Aug 04, 2021
Q2 2021
|
Ddd Partners, LLC
|
BUY
|
- |
604+ 3.9% |
$32.6K - $33K
|
16.1K
$362K
|
|
|
Jul 27, 2021
Q2 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
597+ 41.14% |
$32.2K - $32.6K
|
2.05K
$46.1K
|
|
|
Aug 10, 2021
Q2 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
573+ 0.52% |
$30.9K - $31.3K
|
111K
$2.49M
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
550+ 12.18% |
$29.6K - $30K
|
5.07K
$114K
|
|
|
Aug 11, 2021
Q2 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
521+ 2.75% |
$28.1K - $28.4K
|
19.4K
$437K
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
506+ 6.38% |
$27.3K - $27.6K
|
8.44K
$190K
|
|
|
Jul 14, 2021
Q2 2021
|
Fort Henry Capital, LLC
|
BUY
|
- |
497+ 10.62% |
$26.8K - $27.1K
|
5.18K
$116K
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
481+ 3.7% |
$25.9K - $26.3K
|
13.5K
$303K
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
472New |
$25.4K - $25.8K
|
472
$10.6K
|
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
459+ 2.79% |
$24.7K - $25.1K
|
16.9K
$380K
|
|
|
Aug 13, 2021
Q2 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
445+ 0.62% |
$24K - $24.3K
|
72.5K
$1.63M
|
|
|
Aug 02, 2021
Q2 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
421+ 6.11% |
$22.7K - $23K
|
7.31K
$164K
|
|
|
Jul 30, 2021
Q2 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
415+ 1.23% |
$22.4K - $22.7K
|
34.2K
$768K
|
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
404+ 0.44% |
$21.8K - $22.1K
|
92.1K
$2.07M
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
304+ 5.92% |
$16.4K - $16.6K
|
5.44K
$122K
|
|
|
Jul 15, 2021
Q2 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
284+ 5.33% |
$15.3K - $15.5K
|
5.61K
$126K
|
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
250New |
$13.5K - $13.7K
|
250
$5.62K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
221+ 1.04% |
$11.9K - $12.1K
|
21.4K
$481K
|
|
|
Aug 10, 2021
Q2 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
220+ 0.18% |
$11.9K - $12K
|
124K
$2.79M
|
|
|
Jul 27, 2021
Q2 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
192+ 2.95% |
$10.3K - $10.5K
|
6.7K
$151K
|
|
|
Jul 19, 2021
Q2 2021
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
188+ 1.11% |
$10.1K - $10.3K
|
17.1K
$386K
|
|
|
Aug 13, 2021
Q2 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
187+ 4.31% |
$10.1K - $10.2K
|
4.53K
$102K
|
|
|
Aug 16, 2021
Q2 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
119+ 1.7% |
$6.41K - $6.5K
|
7.13K
$160K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
115+ 4.02% |
$6.2K - $6.28K
|
2.98K
$67K
|
|
|
Aug 13, 2021
Q2 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
102+ 2.33% |
$5.5K - $5.57K
|
4.49K
$101K
|
|
|
Aug 16, 2021
Q2 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
100New |
$5.39K - $5.46K
|
100
$2.25K
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
98+ 1.89% |
$5.28K - $5.35K
|
5.29K
$119K
|
|
|
Jul 23, 2021
Q2 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
94+ 0.55% |
$5.07K - $5.13K
|
17.3K
$389K
|
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
BUY
|
- |
73+ 243.33% |
$3.93K - $3.99K
|
103
$2.32K
|
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
65+ 2.56% |
$3.5K - $3.55K
|
2.6K
$58.5K
|
|
|
Aug 03, 2021
Q2 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
61+ 0.55% |
$3.29K - $3.33K
|
11.2K
$252K
|
|
|
Aug 05, 2021
Q2 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
60+ 11.11% |
$3.23K - $3.28K
|
600
$13.5K
|
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
51New |
$2.75K - $2.78K
|
51
$1.15K
|
|
|
Dec 27, 2021
Q2 2021
|
Resolute Advisors LLC
|
BUY
|
- |
49New |
$2.64K - $2.68K
|
49
$1.1K
|