Purchases and Sales Made in Q3 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 Q3 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
Oct 13, 2021 Q3 2021
Friedenthal Financial

BUY
 -
12.3K
+ 6.63%
$667K - $678K
198K $4.52M
Nov 03, 2021 Q3 2021
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
11.8K
New
$639K - $650K
11.8K $270K
Nov 15, 2021 Q3 2021
Mariner, LLC

Overland Park, KS
BUY
 -
11.7K
+ 0.91%
$632K - $643K
1.29M $29.5M
Oct 19, 2021 Q3 2021
Fundamentun, LLC

Beachwood, OH
BUY
 -
11.4K
New
$620K - $631K
11.4K $262K
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
11.2K
New
$609K - $619K
11.2K $257K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
10.7K
+ 21.85%
$582K - $592K
59.8K $1.37M
Nov 29, 2021 Q3 2021
Whelan Financial

BUY
 -
10K
New
$543K - $553K
10K $229K
Nov 12, 2021 Q3 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
9.83K
+ 14.62%
$533K - $542K
77K $1.76M
Nov 12, 2021 Q3 2021
Gs Investments, Inc.

BUY
 -
9.52K
New
$517K - $525K
9.52K $218K
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
9.2K
+ 46.1%
$499K - $507K
29.1K $667K
Nov 03, 2021 Q3 2021
Souders Financial Advisors

BUY
 -
8.66K
+ 9.85%
$470K - $478K
96.5K $2.21M
Oct 06, 2021 Q3 2021
Burt Wealth Advisors

BUY
 -
8.53K
+ 98.81%
$463K - $471K
17.2K $393K
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
8.37K
+ 25.63%
$454K - $462K
41K $939K
Nov 12, 2021 Q3 2021
Holistic Financial Partners

BUY
 -
8.24K
+ 4.12%
$447K - $454K
208K $4.76M
Nov 15, 2021 Q3 2021
Hrt Financial LP

New York, NY
BUY
 -
7.81K
New
$424K - $431K
7.81K $179K
Nov 09, 2021 Q3 2021
Phillips Financial Management, LLC

BUY
 -
7.74K
+ 17.11%
$420K - $427K
52.9K $1.21M
Nov 01, 2021 Q3 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
7.72K
+ 17.87%
$419K - $426K
50.9K $1.17M
Nov 02, 2021 Q3 2021
Alpha Star Capital Management, LLC

BUY
 -
7.29K
New
$395K - $402K
7.29K $167K
Oct 25, 2021 Q3 2021
Cubic Asset Management, LLC

BUY
 -
7.25K
New
$393K - $400K
7.25K $166K
Oct 20, 2021 Q3 2021
All Season Financial Advisors, Inc.

BUY
 -
7.05K
New
$382K - $389K
7.05K $161K
Oct 06, 2021 Q3 2021
Curbstone Financial Management Corp

BUY
 -
7K
+ 6.37%
$380K - $386K
117K $2.68M
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
6.83K
New
$370K - $377K
6.83K $156K
Oct 19, 2021 Q3 2021
Northwest Investment Counselors, LLC

BUY
 -
6.65K
+ 5.41%
$361K - $367K
130K $2.97M
Nov 08, 2021 Q3 2021
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
6.61K
New
$359K - $365K
6.61K $151K
Oct 21, 2021 Q3 2021
Boenning & Scattergood, Inc.

BUY
 -
6.5K
New
$352K - $358K
6.5K $149K
Oct 19, 2021 Q3 2021
Reston Wealth Management LLC

BUY
 -
6.22K
+ 4.76%
$338K - $343K
137K $3.14M
Nov 01, 2021 Q3 2021
Well Done, LLC

BUY
 -
6.02K
New
$326K - $332K
6.02K $138K
Nov 05, 2021 Q3 2021
Courage Miller Partners, LLC

BUY
 -
5.86K
+ 9.52%
$318K - $323K
67.4K $1.54M
Oct 14, 2021 Q3 2021
Great Valley Advisor Group, Inc.

BUY
 -
5.55K
+ 70.19%
$301K - $306K
13.5K $308K
Oct 19, 2021 Q3 2021
Peak Financial Management, Inc.

BUY
 -
5.43K
+ 7.2%
$295K - $300K
80.9K $1.85M
Aug 23, 2023 Q3 2021
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
5.34K
+ 10.5%
$290K - $295K
56.3K $1.29M
Nov 10, 2021 Q3 2021
Wrapmanager Inc

BUY
 -
5.33K
New
$289K - $294K
5.33K $122K
Nov 12, 2021 Q3 2021
Goldstein Munger & Associates

San Ramon, CA
BUY
 -
5.24K
New
$284K - $289K
5.24K $120K
Nov 15, 2021 Q3 2021
Two Sigma Securities, LLC

New York, NY
BUY
 -
5.02K
New
$272K - $277K
5.02K $115K
Jun 07, 2022 Q3 2021
True North Advisors, LLC

BUY
 -
4.93K
+ 8.89%
$267K - $272K
60.3K $1.38M
Nov 09, 2021 Q3 2021
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
4.92K
New
$267K - $271K
4.92K $113K
Nov 16, 2021 Q3 2021
Security National Bank Of So Dak

Sioux City, IA
BUY
 -
4.77K
New
$259K - $263K
4.77K $109K
Nov 12, 2021 Q3 2021
Kaizen Financial Strategies

BUY
 -
4.73K
+ 14.31%
$257K - $261K
37.8K $865K
Nov 02, 2021 Q3 2021
Vista Wealth Management Group, LLC

BUY
 -
4.69K
+ 14.07%
$255K - $259K
38.1K $871K
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.62K
+ 24.4%
$251K - $255K
23.6K $540K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.49K
New
$243K - $247K
4.49K $103K
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
4.46K
+ 11.58%
$242K - $246K
43K $984K
Nov 15, 2021 Q3 2021
Rkl Wealth Management LLC

BUY
 -
4.35K
+ 6.0%
$236K - $240K
76.8K $1.76M
Nov 12, 2021 Q3 2021
Financial Architects, Inc

Marlton, NJ
BUY
 -
4.04K
+ 1.47%
$219K - $223K
278K $6.36M
Nov 01, 2021 Q3 2021
Xml Financial, LLC

BUY
 -
3.95K
New
$214K - $218K
3.95K $90.3K
Nov 09, 2021 Q3 2021
Valmark Advisers, Inc.

BUY
 -
3.87K
New
$210K - $213K
3.87K $88.5K
Nov 04, 2021 Q3 2021
Modera Wealth Management, LLC

BUY
 -
3.86K
New
$210K - $213K
3.86K $88.4K
Oct 13, 2021 Q3 2021
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
3.82K
+ 3.53%
$207K - $211K
112K $2.56M
Nov 15, 2021 Q3 2021
Financial Advisory Service, Inc.

BUY
 -
3.78K
+ 1.5%
$205K - $209K
256K $5.85M

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