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
Aug 16, 2021 Q2 2021
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-591
- 1.45%
$31.9K - $32.3K
40.1K $901K
Aug 09, 2021 Q2 2021
Heritage Wealth Advisors

SELL
 -
-597
- 29.15%
$32.2K - $32.6K
1.45K $32.6K
Aug 12, 2021 Q2 2021
Providence Wealth Advisors, LLC

Frankfort, IL
SELL
 -
-614
- 6.66%
$33.1K - $33.5K
8.61K $194K
Aug 04, 2021 Q2 2021
Nwam LLC

Mercer Island, WA
SELL
 -
-632
- 13.3%
$34.1K - $34.5K
4.12K $92.7K
Aug 11, 2021 Q2 2021
Vaughan David Investments LLC

Peoria, IL
SELL
 -
-640
- 3.69%
$34.5K - $34.9K
16.7K $376K
Jul 23, 2021 Q2 2021
Successful Portfolios LLC

SELL
 -
-653
- 4.51%
$35.2K - $35.7K
13.8K $311K
Jul 29, 2021 Q2 2021
Wade Financial Advisory, Inc

SELL
 -
-689
- 4.53%
$37.1K - $37.6K
14.5K $326K
Aug 16, 2021 Q2 2021
Truist Financial Corp

SELL
 -
-761
- 3.1%
$41K - $41.6K
23.8K $536K
Jul 27, 2021 Q2 2021
Destiny Wealth Partners, LLC

SELL
 -
-766
Closed
$41.3K - $41.8K
0 $0
Jul 27, 2021 Q2 2021
Vista Wealth Management Group, LLC

SELL
 -
-768
- 2.25%
$41.4K - $41.9K
33.4K $750K
Aug 06, 2021 Q2 2021
Bogart Wealth, LLC

SELL
 -
-813
- 2.4%
$43.8K - $44.4K
33K $742K
Aug 10, 2021 Q2 2021
Larson Financial Group LLC

SELL
 -
-815
- 18.9%
$43.9K - $44.5K
3.5K $78.6K
Jul 21, 2021 Q2 2021
Manchester Financial Inc

SELL
 -
-823
- 3.39%
$44.4K - $44.9K
23.5K $528K
Jul 22, 2021 Q2 2021
Moneywise, Inc.

SELL
 -
-848
- 7.58%
$45.7K - $46.3K
10.3K $233K
Jul 20, 2021 Q2 2021
Old Port Advisors

SELL
 -
-875
- 14.21%
$47.2K - $47.8K
5.28K $119K
Jul 22, 2021 Q2 2021
Hurlow Wealth Management Group, Inc.

SELL
 -
-877
- 8.64%
$47.3K - $47.9K
9.28K $209K
Aug 10, 2021 Q2 2021
Valley Forge Investment Consultants Inc Adv

SELL
 -
-894
- 1.68%
$48.2K - $48.8K
52.4K $1.18M
Jul 21, 2021 Q2 2021
Bcs Wealth Management

SELL
 -
-930
- 3.25%
$50.1K - $50.8K
27.7K $623K
Jul 16, 2021 Q2 2021
Carnegie Capital Asset Management, LLC

SELL
 -
-932
- 8.38%
$50.2K - $50.9K
10.2K $229K
Aug 12, 2021 Q2 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-941
- 66.55%
$50.7K - $51.4K
473 $10.6K
Aug 16, 2021 Q2 2021
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-950
- 7.76%
$51.2K - $51.9K
11.3K $254K
Aug 06, 2021 Q2 2021
Parallel Advisors, LLC

SELL
 -
-961
- 3.64%
$51.8K - $52.5K
25.4K $572K
Aug 12, 2021 Q2 2021
Hoyle Cohen, LLC

SELL
 -
-1.04K
- 11.82%
$55.8K - $56.5K
7.72K $174K
Aug 03, 2021 Q2 2021
Strateg Iq Financial Group, LLC

SELL
 -
-1.09K
- 10.9%
$58.5K - $59.2K
8.87K $199K
Aug 04, 2021 Q2 2021
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-1.09K
- 15.25%
$58.6K - $59.4K
6.05K $136K
Aug 10, 2021 Q2 2021
Us Financial Advisors, LLC

Braintree, MA
SELL
 -
-1.1K
- 17.66%
$59.3K - $60.1K
5.13K $115K
Aug 05, 2021 Q2 2021
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-1.1K
- 1.0%
$59.3K - $60.1K
109K $2.45M
Aug 06, 2021 Q2 2021
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-1.2K
- 11.5%
$64.4K - $65.2K
9.2K $207K
Aug 10, 2021 Q2 2021
Dynamic Advisor Solutions LLC

SELL
 -
-1.24K
- 24.99%
$66.7K - $67.6K
3.72K $83.6K
Jul 15, 2021 Q2 2021
Yhb Investment Advisors, Inc.

SELL
 -
-1.27K
- 3.49%
$68.3K - $69.2K
35K $787K
Sep 01, 2021 Q2 2021
Sawtooth Solutions, LLC

SELL
 -
-1.3K
- 25.53%
$69.8K - $70.7K
3.78K $85K
Aug 13, 2021 Q2 2021
Nyl Investors LLC

New York, NY
SELL
 -
-1.3K
- 2.15%
$70.1K - $71K
59.1K $1.33M
Aug 10, 2021 Q2 2021
Main Street Financial Solutions, LLC

SELL
 -
-1.31K
- 11.25%
$70.5K - $71.4K
10.3K $232K
Aug 05, 2021 Q2 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-1.39K
Closed
$74.7K - $75.6K
0 $0
Jul 26, 2021 Q2 2021
Time Scale Financial, Inc.

SELL
 -
-1.47K
- 3.38%
$79.4K - $80.5K
42.1K $948K
Jul 28, 2021 Q2 2021
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-1.49K
- 4.51%
$80.3K - $81.4K
31.5K $709K
Aug 12, 2021 Q2 2021
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-1.5K
Closed
$80.7K - $81.8K
0 $0
Aug 13, 2021 Q2 2021
Triton Wealth Management, Pllc

SELL
 -
-1.51K
- 11.35%
$81.1K - $82.2K
11.8K $264K
Aug 10, 2021 Q2 2021
Smith Anglin Financial, LLC

SELL
 -
-1.58K
- 26.71%
$85.1K - $86.2K
4.33K $97.4K
Jul 23, 2021 Q2 2021
Cra Financial Services, LLC

SELL
 -
-1.66K
- 15.44%
$89.4K - $90.5K
9.08K $204K
Aug 16, 2021 Q2 2021
Sage Financial Group Inc

SELL
 -
-1.7K
- 9.54%
$91.5K - $92.7K
16.1K $362K
Aug 16, 2021 Q2 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1.72K
- 18.14%
$92.8K - $94K
7.76K $175K
Aug 12, 2021 Q2 2021
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-1.8K
- 31.42%
$96.8K - $98K
3.92K $88.1K
Aug 05, 2021 Q2 2021
Venture Visionary Partners LLC

SELL
 -
-1.81K
- 15.19%
$97.7K - $99K
10.1K $228K
Aug 05, 2021 Q2 2021
Exchange Capital Management, Inc.

SELL
 -
-1.9K
- 4.16%
$102K - $104K
43.8K $985K
Aug 13, 2021 Q2 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-1.92K
- 20.87%
$104K - $105K
7.29K $164K
Aug 10, 2021 Q2 2021
Mcf Advisors LLC

Covington, KY
SELL
 -
-1.93K
- 28.58%
$104K - $105K
4.82K $108K
Aug 02, 2021 Q2 2021
Human Investing LLC

SELL
 -
-1.95K
Closed
$105K - $106K
0 $0
Aug 17, 2021 Q2 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-1.96K
- 1.46%
$106K - $107K
132K $2.97M

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