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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2021
Q2 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-8.39KClosed |
$452K - $458K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-8.9KClosed |
$480K - $486K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.37KClosed |
$505K - $511K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-9.44KClosed |
$509K - $515K
|
0
$0
|
|
|
Aug 18, 2023
Q2 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-9.54K- 3.88% |
$514K - $521K
|
236K
$5.31M
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.78KClosed |
$527K - $534K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.86K- 4.55% |
$532K - $538K
|
207K
$4.65M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.94KClosed |
$536K - $543K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-11.2K- 6.59% |
$604K - $612K
|
159K
$3.57M
|
|
|
Aug 12, 2021
Q2 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11.7K- 75.31% |
$632K - $640K
|
3.84K
$86.5K
|
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-12.5K- 19.44% |
$674K - $683K
|
51.8K
$1.17M
|
|
|
Aug 09, 2021
Q2 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-13.2KClosed |
$710K - $719K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-13.7KClosed |
$739K - $749K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-14.3K- 22.19% |
$773K - $783K
|
50.3K
$1.13M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-14.7K- 98.17% |
$792K - $802K
|
274
$6.16K
|
|
|
Aug 17, 2021
Q2 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.3K- 16.38% |
$827K - $837K
|
78.3K
$1.76M
|
|
|
Aug 04, 2021
Q2 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-16.3K- 7.18% |
$880K - $891K
|
211K
$4.75M
|
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
SELL
|
- |
-20.6K- 6.22% |
$1.11M - $1.13M
|
311K
$6.99M
|
|
|
Jul 29, 2021
Q2 2021
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-21.6K- 8.21% |
$1.17M - $1.18M
|
242K
$5.44M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-23.6KClosed |
$1.27M - $1.29M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-30.6KClosed |
$1.65M - $1.67M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-38K- 7.1% |
$2.05M - $2.07M
|
497K
$11.2M
|
|
|
Jul 29, 2021
Q2 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-48.7K- 60.7% |
$2.63M - $2.66M
|
31.6K
$710K
|
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-49.2K- 87.52% |
$2.65M - $2.69M
|
7.02K
$158K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-49.7K- 51.28% |
$2.68M - $2.72M
|
47.3K
$1.06M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-52.7K- 77.27% |
$2.84M - $2.88M
|
15.5K
$349K
|
|
|
Jul 22, 2021
Q2 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-53.2KClosed |
$2.87M - $2.9M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-55.8K- 13.36% |
$3.01M - $3.04M
|
362K
$8.13M
|
|
|
Aug 06, 2021
Q2 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-62.6K- 17.22% |
$3.37M - $3.42M
|
301K
$6.76M
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-74.8KClosed |
$4.03M - $4.08M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-75.6K- 61.39% |
$4.07M - $4.13M
|
47.5K
$1.07M
|
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
SELL
|
- |
-90KClosed |
$4.85M - $4.91M
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-96.9KClosed |
$5.22M - $5.29M
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-97K- 25.36% |
$5.23M - $5.3M
|
286K
$6.42M
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-117K- 92.31% |
$6.3M - $6.39M
|
9.74K
$219K
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-167K- 47.2% |
$8.99M - $9.1M
|
187K
$4.19M
|
|
|
Aug 10, 2021
Q2 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-263K- 27.72% |
$14.2M - $14.3M
|
685K
$15.4M
|
|
|
Jul 09, 2021
Q2 2021
|
Marotta Asset Management
|
SELL
|
- |
-306K- 60.62% |
$16.5M - $16.7M
|
199K
$4.47M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-316K- 9.29% |
$17.1M - $17.3M
|
3.09M
$69.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-352K- 13.95% |
$18.9M - $19.2M
|
2.17M
$48.8M
|