Purchases and Sales Made in Q2 2021 in Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

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 30, 2021 Q2 2021
Redw Wealth LLC

SELL
 -
-121
- 1.14%
$6.52K - $6.61K
10.5K $235K
Jul 20, 2021 Q2 2021
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-124
- 2.88%
$6.68K - $6.77K
4.19K $94.1K
Aug 05, 2021 Q2 2021
Horan Securities, Inc.

SELL
 -
-129
- 6.77%
$6.95K - $7.04K
1.78K $40K
Aug 16, 2021 Q2 2021
Assetmark, Inc

SELL
 -
-134
Closed
$7.22K - $7.32K
0 $0
Aug 16, 2021 Q2 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-137
- 1.5%
$7.38K - $7.48K
9.02K $203K
Aug 06, 2021 Q2 2021
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-152
- 1.06%
$8.19K - $8.3K
14.2K $320K
Aug 09, 2021 Q2 2021
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-155
- 2.68%
$8.35K - $8.46K
5.63K $127K
Aug 16, 2021 Q2 2021
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-177
- 1.52%
$9.54K - $9.66K
11.5K $258K
Aug 09, 2021 Q2 2021
Brr Op Co, LLC

SELL
 -
-183
- 0.76%
$9.86K - $9.99K
23.8K $536K
Aug 03, 2021 Q2 2021
Community Bank, N.A.

SELL
 -
-184
Closed
$9.92K - $10K
0 $0
Aug 11, 2021 Q2 2021
Quantum Capital Management, LLC

Northfield, NJ
SELL
 -
-198
- 3.25%
$10.7K - $10.8K
5.89K $132K
Jul 26, 2021 Q2 2021
Flagship Harbor Advisors, LLC

SELL
 -
-198
- 3.13%
$10.7K - $10.8K
6.14K $138K
Jul 20, 2021 Q2 2021
Allen Capital Group, LLC

SELL
 -
-198
- 2.52%
$10.7K - $10.8K
7.67K $172K
Aug 16, 2021 Q2 2021
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-228
Closed
$12.3K - $12.4K
0 $0
Aug 05, 2021 Q2 2021
Fiduciary Group LLC

Savannah, GA
SELL
 -
-243
- 1.27%
$13.1K - $13.3K
18.9K $424K
Aug 16, 2021 Q2 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-247
- 4.66%
$13.3K - $13.5K
5.06K $114K
Aug 16, 2021 Q2 2021
Aj Wealth Strategies, LLC

SELL
 -
-253
- 0.24%
$13.6K - $13.8K
105K $2.36M
Aug 23, 2021 Q2 2021
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-254
- 8.01%
$13.7K - $13.9K
2.92K $65.6K
Jul 30, 2021 Q2 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-255
Closed
$13.7K - $13.9K
0 $0
Jul 14, 2021 Q2 2021
Acas, LLC

SELL
 -
-264
- 3.8%
$14.2K - $14.4K
6.69K $151K
Jul 12, 2021 Q2 2021
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-278
- 0.27%
$15K - $15.2K
103K $2.31M
Aug 06, 2021 Q2 2021
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-286
- 5.62%
$15.4K - $15.6K
4.81K $108K
Jul 20, 2021 Q2 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-292
- 1.81%
$15.7K - $15.9K
15.9K $357K
Jul 22, 2021 Q2 2021
Kiley Juergens Wealth Management, LLC

SELL
 -
-297
- 1.53%
$16K - $16.2K
19.1K $430K
Aug 10, 2021 Q2 2021
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-300
- 10.65%
$16.2K - $16.4K
2.52K $56.6K
Jul 19, 2021 Q2 2021
Eidelman Virant Capital

SELL
 -
-316
- 1.85%
$17K - $17.3K
16.8K $378K
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-317
Closed
$17.1K - $17.3K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-319
Closed
$17.2K - $17.4K
0 $0
Aug 12, 2021 Q2 2021
Albion Financial Group

SELL
 -
-322
- 55.04%
$17.4K - $17.6K
263 $5.91K
Jul 20, 2021 Q2 2021
Schneider Downs Wealth Management Advisors, LP

SELL
 -
-334
- 1.49%
$18K - $18.2K
22.1K $496K
Aug 16, 2021 Q2 2021
Fairview Capital Investment Management, LLC

Greenbrae, CA
SELL
 -
-350
- 7.25%
$18.9K - $19.1K
4.48K $101K
Aug 09, 2021 Q2 2021
Hudock, Inc.

SELL
 -
-352
Closed
$19K - $19.2K
0 $0
Jul 19, 2021 Q2 2021
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-380
- 5.29%
$20.5K - $20.7K
6.81K $153K
Jul 28, 2021 Q2 2021
Acr Alpine Capital Research, LLC

SELL
 -
-385
- 1.53%
$20.8K - $21K
24.7K $556K
Jul 07, 2021 Q2 2021
Regency Capital Management Inc.\De

SELL
 -
-410
Closed
$22.1K - $22.4K
0 $0
Aug 13, 2021 Q2 2021
Fca Corp

Houston, TX
SELL
 -
-424
- 1.64%
$22.9K - $23.2K
25.5K $573K
Aug 13, 2021 Q2 2021
Integrated Wealth Concepts LLC

SELL
 -
-424
- 7.33%
$22.9K - $23.2K
5.36K $120K
Aug 13, 2021 Q2 2021
Mission Creek Capital Partners, Inc.

San Francisco, CA
SELL
 -
-431
- 0.22%
$23.2K - $23.5K
195K $4.39M
Jul 14, 2021 Q2 2021
Ogorek Anthony Joseph

SELL
 -
-432
- 7.76%
$23.3K - $23.6K
5.14K $115K
Aug 16, 2021 Q2 2021
Bsw Wealth Partners

Boulder, CO
SELL
 -
-466
- 6.06%
$25.1K - $25.4K
7.23K $162K
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-498
Closed
$26.8K - $27.2K
0 $0
Aug 06, 2021 Q2 2021
River Wealth Advisors LLC

Camp Hill, PA
SELL
 -
-521
- 7.09%
$28.1K - $28.4K
6.83K $154K
Jul 19, 2021 Q2 2021
Stratos Wealth Advisors, LLC

SELL
 -
-532
- 6.63%
$28.7K - $29K
7.49K $168K
Jul 27, 2021 Q2 2021
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-535
- 4.03%
$28.8K - $29.2K
12.7K $286K
Aug 12, 2021 Q2 2021
Landmark Financial Advisors, LLC

SELL
 -
-538
- 2.34%
$29K - $29.4K
22.4K $505K
Aug 11, 2021 Q2 2021
Cerity Partners LLC

New York, NY
SELL
 -
-544
- 0.21%
$29.3K - $29.7K
262K $5.9M
Aug 10, 2021 Q2 2021
Mission Wealth Management, LP

SELL
 -
-554
- 7.88%
$29.9K - $30.2K
6.48K $146K
Jul 07, 2021 Q2 2021
Appleton Partners Inc

SELL
 -
-567
- 4.69%
$30.6K - $31K
11.5K $259K
Aug 05, 2021 Q2 2021
Financial Management Professionals, Inc.

SELL
 -
-580
- 71.34%
$31.3K - $31.7K
233 $5.24K

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