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 24, 2021 Q2 2021
Mariner, LLC

Overland Park, KS
SELL
 -
-1.97K
- 0.15%
$106K - $107K
1.28M $28.7M
Jul 23, 2021 Q2 2021
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-2.03K
- 6.66%
$109K - $111K
28.4K $639K
Aug 10, 2021 Q2 2021
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-2.17K
- 11.76%
$117K - $119K
16.3K $367K
Aug 09, 2021 Q2 2021
Belpointe Asset Management LLC

SELL
 -
-2.24K
Closed
$121K - $123K
0 $0
Jul 28, 2021 Q2 2021
Guardian Wealth Advisors, LLC

Bloomington, MN
SELL
 -
-2.32K
Closed
$125K - $127K
0 $0
Aug 10, 2021 Q2 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-2.46K
- 6.6%
$133K - $134K
34.8K $783K
Jul 27, 2021 Q2 2021
Avion Wealth

The Woodlands, TX
SELL
 -
-2.62K
- 8.36%
$141K - $143K
28.7K $646K
Aug 12, 2021 Q2 2021
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-2.89K
- 17.88%
$156K - $158K
13.3K $298K
Aug 11, 2021 Q2 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-3.01K
- 5.02%
$162K - $164K
57K $1.28M
Aug 02, 2021 Q2 2021
Market Street Wealth Management Advisors LLC

SELL
 -
-3.03K
- 20.8%
$163K - $165K
11.5K $259K
Aug 10, 2021 Q2 2021
Brighton Jones LLC

SELL
 -
-3.48K
- 46.35%
$188K - $190K
4.03K $90.7K
Aug 12, 2021 Q2 2021
Advisory Services Network, LLC

SELL
 -
-3.68K
- 16.83%
$198K - $201K
18.2K $409K
Aug 13, 2021 Q2 2021
Juncture Wealth Strategies, LLC

SELL
 -
-3.76K
Closed
$203K - $205K
0 $0
Jul 22, 2021 Q2 2021
Domani Wealth, LLC

SELL
 -
-3.89K
Closed
$210K - $213K
0 $0
Dec 11, 2023 Q2 2021
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-3.94K
- 9.91%
$212K - $215K
35.8K $805K
Aug 04, 2021 Q2 2021
Evensky & Katz LLC

SELL
 -
-3.96K
- 2.85%
$213K - $216K
135K $3.04M
Aug 19, 2021 Q2 2021
True Link Financial Advisors, LLC

SELL
 -
-3.98K
Closed
$215K - $217K
0 $0
Jul 27, 2021 Q2 2021
Kcs Wealth Advisory

SELL
 -
-4.04K
- 21.73%
$217K - $220K
14.5K $327K
Aug 16, 2021 Q2 2021
Security National Bank Of So Dak

Sioux City, IA
SELL
 -
-4.13K
Closed
$222K - $225K
0 $0
Aug 16, 2021 Q2 2021
Baldwin Investment Management, LLC

SELL
 -
-4.24K
Closed
$229K - $232K
0 $0
Aug 16, 2021 Q2 2021
Omega Financial Group, LLC

SELL
 -
-4.41K
- 2.74%
$238K - $241K
157K $3.52M
Aug 13, 2021 Q2 2021
Ubs Group Ag

SELL
 -
-4.46K
- 3.8%
$240K - $243K
113K $2.53M
Jul 28, 2021 Q2 2021
Red Cedar Capital, LLC

SELL
 -
-4.64K
Closed
$250K - $253K
0 $0
Jul 22, 2021 Q2 2021
Sightline Wealth Advisors, LLC

SELL
 -
-4.66K
- 36.72%
$251K - $255K
8.04K $181K
Aug 17, 2021 Q2 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-4.81K
- 10.39%
$259K - $262K
41.5K $933K
Aug 09, 2021 Q2 2021
Argent Trust CO

Nashville, TN
SELL
 -
-4.9K
Closed
$264K - $268K
0 $0
Aug 16, 2021 Q2 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-4.93K
Closed
$266K - $269K
0 $0
Jul 21, 2021 Q2 2021
Facet Wealth, Inc.

SELL
 -
-5.07K
- 9.32%
$273K - $277K
49.3K $1.11M
Feb 13, 2024 Q2 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-5.19K
- 4.12%
$279K - $283K
121K $2.71M
Jul 19, 2021 Q2 2021
Bartlett & Co. LLC

SELL
 -
-5.19K
- 4.12%
$279K - $283K
121K $2.71M
Jul 26, 2021 Q2 2021
Koshinski Asset Management, Inc.

SELL
 -
-5.31K
- 21.01%
$286K - $290K
19.9K $449K
Jul 28, 2021 Q2 2021
Courage Miller Partners, LLC

SELL
 -
-5.32K
- 7.95%
$287K - $290K
61.5K $1.38M
Aug 19, 2021 Q2 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-5.37K
Closed
$289K - $293K
0 $0
Jul 13, 2021 Q2 2021
Aurora Private Wealth, Inc.

SELL
 -
-5.43K
Closed
$293K - $296K
0 $0
Aug 11, 2021 Q2 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-5.5K
- 96.02%
$296K - $300K
228 $5.13K
Aug 13, 2021 Q2 2021
Rgt Wealth Advisors, LLC

SELL
 -
-5.5K
Closed
$297K - $300K
0 $0
Aug 04, 2021 Q2 2021
Clearwater Capital Advisors, LLC

SELL
 -
-5.62K
- 53.82%
$303K - $307K
4.82K $108K
Jul 19, 2021 Q2 2021
Anderson Hoagland & CO

SELL
 -
-6.15K
- 25.0%
$331K - $336K
18.4K $415K
Aug 04, 2021 Q2 2021
Lee Financial CO

Dallas, TX
SELL
 -
-6.15K
- 19.14%
$332K - $336K
26K $585K
Jul 01, 2021 Q2 2021
Modus Advisors, LLC

SELL
 -
-6.18K
- 4.21%
$333K - $337K
140K $3.16M
Jul 13, 2021 Q2 2021
Cva Family Office, LLC

SELL
 -
-6.19K
- 9.7%
$334K - $338K
57.6K $1.3M
Aug 12, 2021 Q2 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-6.77K
- 54.8%
$365K - $370K
5.59K $126K
Aug 12, 2021 Q2 2021
Paradigm Financial Partners, LLC

SELL
 -
-6.79K
Closed
$366K - $371K
0 $0
Jul 29, 2021 Q2 2021
Wipfli Financial Advisors Llc,

SELL
 -
-6.82K
- 29.09%
$367K - $372K
16.6K $374K
Jul 20, 2021 Q2 2021
Genesee Capital Advisors, LLC

SELL
 -
-7.03K
Closed
$379K - $384K
0 $0
Aug 04, 2021 Q2 2021
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-7.08K
Closed
$381K - $386K
0 $0
Aug 02, 2021 Q2 2021
Sns Financial Group, LLC

SELL
 -
-7.23K
- 8.2%
$390K - $395K
81K $1.82M
Jul 06, 2021 Q2 2021
Advisor Net Financial, Inc

SELL
 -
-7.46K
- 6.16%
$402K - $407K
114K $2.56M
Aug 03, 2021 Q2 2021
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-7.49K
- 19.25%
$404K - $409K
31.4K $707K

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