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
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.63K
+ 10.43%
$197K - $200K
38.4K $881K
Oct 26, 2021 Q3 2021
Triton Wealth Management, Pllc

BUY
 -
3.58K
+ 30.46%
$194K - $198K
15.3K $352K
Nov 12, 2021 Q3 2021
Sns Financial Group, LLC

BUY
 -
3.46K
+ 4.27%
$188K - $191K
84.4K $1.94M
Nov 02, 2021 Q3 2021
Lvw Advisors, LLC

BUY
 -
3.41K
+ 2.38%
$185K - $188K
147K $3.36M
Nov 09, 2021 Q3 2021
Signet Investment Advisory Group, Inc.

BUY
 -
3.4K
+ 28.17%
$184K - $187K
15.4K $354K
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.92K
+ 1.56%
$158K - $161K
189K $4.34M
Nov 01, 2021 Q3 2021
Ballast Advisors LLC

BUY
 -
2.88K
+ 17.9%
$156K - $159K
19K $435K
Nov 10, 2021 Q3 2021
Roundview Capital LLC

Princeton, NJ
BUY
 -
2.74K
+ 2.2%
$149K - $151K
127K $2.91M
Nov 12, 2021 Q3 2021
Nyl Investors LLC

New York, NY
BUY
 -
2.7K
+ 4.57%
$147K - $149K
61.8K $1.42M
Nov 15, 2021 Q3 2021
Portfolio Solutions, LLC

Troy, MI
BUY
 -
2.5K
+ 2.55%
$136K - $138K
101K $2.31M
Nov 10, 2021 Q3 2021
Summit Financial Strategies, Inc.

BUY
 -
2.4K
+ 2.07%
$130K - $133K
119K $2.72M
Oct 25, 2021 Q3 2021
Wfa Of San Diego, LLC

BUY
 -
2.22K
New
$120K - $122K
2.22K $50.8K
Nov 01, 2021 Q3 2021
Tenret CO LLC

BUY
 -
2.18K
+ 0.87%
$118K - $120K
251K $5.76M
Nov 12, 2021 Q3 2021
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
2.08K
+ 1.88%
$113K - $114K
113K $2.59M
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

BUY
 -
2.06K
New
$112K - $114K
2.06K $47.3K
Oct 19, 2021 Q3 2021
Curi Wealth Management, LLC

BUY
 -
2.04K
+ 26.62%
$111K - $113K
9.72K $223K
Oct 13, 2021 Q3 2021
Bond & Devick Financial Network, Inc.

BUY
 -
2.03K
+ 1.97%
$110K - $112K
105K $2.41M
Nov 05, 2021 Q3 2021
Pfg Advisors

BUY
 -
1.9K
+ 29.72%
$103K - $105K
8.28K $190K
Nov 05, 2021 Q3 2021
Valley Forge Investment Consultants Inc Adv

BUY
 -
1.82K
+ 3.6%
$98.8K - $100K
52.4K $1.2M
Oct 25, 2021 Q3 2021
Wbh Advisory Inc

BUY
 -
1.8K
+ 8.16%
$97.7K - $99.4K
23.9K $547K
Oct 19, 2021 Q3 2021
Jmg Financial Group, Ltd.

BUY
 -
1.77K
+ 5.61%
$96K - $97.7K
33.3K $764K
Oct 22, 2021 Q3 2021
Baldrige Asset Management LLC

BUY
 -
1.69K
+ 5.01%
$91.8K - $93.3K
35.5K $813K
Oct 08, 2021 Q3 2021
Eidelman Virant Capital

BUY
 -
1.67K
+ 9.94%
$90.6K - $92.1K
18.5K $423K
Oct 25, 2021 Q3 2021
Bcs Wealth Management

BUY
 -
1.67K
+ 6.01%
$90.5K - $92K
29.4K $674K
Nov 03, 2021 Q3 2021
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
1.66K
+ 0.42%
$90.3K - $91.8K
395K $9.06M
Sep 01, 2023 Q3 2021
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
1.63K
+ 2.41%
$88.3K - $89.8K
69.1K $1.58M
Nov 12, 2021 Q3 2021
Coldstream Capital Management Inc

BUY
 -
1.63K
+ 20.53%
$88.2K - $89.7K
9.54K $219K
Oct 07, 2021 Q3 2021
Anderson Hoagland & CO

BUY
 -
1.62K
+ 8.79%
$88K - $89.4K
20.1K $460K
Oct 19, 2021 Q3 2021
Janiczek Wealth Management, LLC

BUY
 -
1.6K
+ 2.44%
$86.9K - $88.4K
67.1K $1.54M
Oct 22, 2021 Q3 2021
Ddd Partners, LLC

BUY
 -
1.6K
+ 9.94%
$86.8K - $88.2K
17.7K $405K
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
1.59K
+ 36.49%
$86.2K - $87.7K
5.94K $136K
Oct 19, 2021 Q3 2021
Blooom, Inc.

BUY
 -
1.54K
+ 10.15%
$83.7K - $85.1K
16.7K $384K
Oct 19, 2021 Q3 2021
Blossom Wealth Management

BUY
 -
1.52K
+ 10.21%
$82.3K - $83.6K
16.4K $375K
Nov 12, 2021 Q3 2021
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
1.47K
+ 2.98%
$79.5K - $80.9K
50.6K $1.16M
Oct 15, 2021 Q3 2021
Legacy Wealth Management, Inc

BUY
 -
1.44K
+ 37.13%
$78.3K - $79.6K
5.33K $122K
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
1.43K
+ 7.55%
$77.6K - $78.9K
20.4K $467K
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

BUY
 -
1.33K
+ 35.88%
$72.3K - $73.5K
5.05K $116K
Oct 29, 2021 Q3 2021
Hc Advisors, LLC

BUY
 -
1.31K
+ 3.44%
$70.9K - $72.1K
39.2K $899K
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
1.25K
New
$68K - $69.1K
1.25K $28.7K
Oct 19, 2021 Q3 2021
Stratos Wealth Advisors, LLC

BUY
 -
1.15K
+ 15.38%
$62.5K - $63.6K
8.64K $198K
Nov 12, 2021 Q3 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.11K
+ 309.44%
$60.4K - $61.5K
1.47K $33.8K
Nov 12, 2021 Q3 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
1.06K
New
$57.5K - $58.5K
1.06K $24.3K
Oct 21, 2021 Q3 2021
Mokosak Advisory Group, LLC

BUY
 -
1.05K
+ 0.28%
$57K - $58K
376K $8.62M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
1.04K
+ 3.45%
$56.5K - $57.4K
31.2K $715K
Oct 20, 2021 Q3 2021
Patriot Investment Management Inc.

BUY
 -
1.03K
+ 0.39%
$55.8K - $56.7K
263K $6.02M
Nov 15, 2021 Q3 2021
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
935
+ 1.19%
$50.7K - $51.6K
79.2K $1.82M
Oct 21, 2021 Q3 2021
Apcm Wealth Management For Individuals

BUY
 -
932
+ 2.52%
$50.6K - $51.4K
38K $870K
Nov 15, 2021 Q3 2021
Seven One Seven Capital Management

Lancaster, PA
BUY
 -
908
+ 4.17%
$49.3K - $50.1K
22.7K $521K
Oct 28, 2021 Q3 2021
Manchester Financial Inc

BUY
 -
820
+ 3.49%
$44.5K - $45.2K
24.3K $557K

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