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
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
40+ 1.01% |
$2.16K - $2.18K
|
4.02K
$90.4K
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36+ 0.26% |
$1.94K - $1.97K
|
14.1K
$318K
|
|
|
Aug 13, 2021
Q2 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
35+ 0.92% |
$1.89K - $1.91K
|
3.85K
$86.5K
|
|
|
Aug 11, 2021
Q2 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
32+ 0.62% |
$1.72K - $1.75K
|
5.23K
$118K
|
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30+ 15.79% |
$1.62K - $1.64K
|
220
$4.95K
|
|
|
Jul 21, 2021
Q2 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
30+ 0.54% |
$1.62K - $1.64K
|
5.56K
$125K
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30+ 2.44% |
$1.62K - $1.64K
|
1.26K
$28.3K
|
|
|
Jul 27, 2021
Q2 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
30+ 0.49% |
$1.62K - $1.64K
|
6.16K
$138K
|
|
|
Jul 19, 2021
Q2 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
24+ 0.1% |
$1.29K - $1.31K
|
24.8K
$558K
|
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
23+ 0.54% |
$1.24K - $1.26K
|
4.26K
$95.7K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
21New |
$1.13K - $1.15K
|
21
$472
|
|
|
Aug 05, 2021
Q2 2021
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
20+ 0.37% |
$1.08K - $1.09K
|
5.4K
$121K
|
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20+ 0.56% |
$1.08K - $1.09K
|
3.61K
$81.1K
|
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
19New |
$1.02K - $1.04K
|
19
$427
|
|
|
Apr 05, 2024
Q2 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
19+ 0.42% |
$1.02K - $1.04K
|
4.57K
$103K
|
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15+ 0.04% |
$809 - $819
|
40.8K
$917K
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
11+ 0.04% |
$593 - $601
|
26.8K
$603K
|
|
|
Jul 29, 2021
Q2 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
11+ 0.28% |
$593 - $601
|
3.96K
$89.1K
|
|
|
Jul 21, 2021
Q2 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.36% |
$377 - $382
|
1.94K
$43.7K
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6+ 0.55% |
$323 - $328
|
1.09K
$24.6K
|
|
|
Jul 23, 2021
Q2 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.57% |
$216 - $218
|
708
$15.9K
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.54% |
$216 - $218
|
742
$16.7K
|
|
|
Aug 05, 2021
Q2 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
4+ 0.7% |
$216 - $218
|
576
$13K
|
|
|
Aug 17, 2021
Q2 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.55% |
$108 - $109
|
367
$8.25K
|
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.5% |
$108 - $109
|
406
$9.13K
|
|
|
Aug 09, 2021
Q2 2021
|
Foster Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$53.9 - $54.6
|
11.9K
$267K
|
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.06% |
$53.9 - $54.6
|
1.65K
$37.1K
|
|
|
Jul 27, 2021
Q2 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1+ 0.2% |
$53.9 - $54.6
|
508
$11.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1+ 2.56% |
$53.9 - $54.6
|
40
$900
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1- 0.9% |
$53.9 - $54.6
|
110
$2.47K
|
|
|
Aug 06, 2021
Q2 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1- 0.02% |
$53.9 - $54.6
|
5.83K
$131K
|
|
|
Jul 16, 2021
Q2 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3- 0.02% |
$162 - $164
|
13.9K
$312K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-6- 0.33% |
$323 - $328
|
1.8K
$40.4K
|
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-14Closed |
$755 - $764
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-15- 0.57% |
$809 - $819
|
2.61K
$58.7K
|
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-27Closed |
$1.46K - $1.47K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-35- 0.73% |
$1.89K - $1.91K
|
4.73K
$106K
|
|
|
Aug 13, 2021
Q2 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-49Closed |
$2.64K - $2.68K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Resource Planning Group
|
SELL
|
- |
-59- 0.47% |
$3.18K - $3.22K
|
12.5K
$280K
|
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-62- 1.04% |
$3.34K - $3.39K
|
5.88K
$132K
|
|
|
Jul 09, 2021
Q2 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-70- 0.52% |
$3.77K - $3.82K
|
13.3K
$298K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-74- 0.81% |
$3.99K - $4.04K
|
9.07K
$204K
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-75- 0.8% |
$4.04K - $4.1K
|
9.25K
$208K
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-75- 0.97% |
$4.04K - $4.1K
|
7.62K
$171K
|
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-76Closed |
$4.1K - $4.15K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-82- 0.71% |
$4.42K - $4.48K
|
11.5K
$259K
|
|
|
Aug 13, 2021
Q2 2021
|
Aspiriant, LLC
|
SELL
|
- |
-93- 0.96% |
$5.01K - $5.08K
|
9.57K
$215K
|
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
SELL
|
- |
-103- 0.23% |
$5.55K - $5.62K
|
44K
$989K
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-106- 5.05% |
$5.71K - $5.79K
|
1.99K
$44.8K
|
|
|
Jul 28, 2021
Q2 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-116- 38.03% |
$6.25K - $6.33K
|
189
$4.25K
|