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 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
792
+ 10.2%
$43K - $43.7K
8.56K $196K
Oct 28, 2021 Q3 2021
Destiny Wealth Partners, LLC

BUY
 -
766
New
$41.6K - $42.3K
766 $17.6K
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
761
+ 3.2%
$41.3K - $42K
24.6K $563K
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
661
+ 13.07%
$35.9K - $36.5K
5.72K $131K
Nov 03, 2021 Q3 2021
Brookstone Capital Management

BUY
 -
658
+ 3.85%
$35.7K - $36.3K
17.7K $407K
Oct 22, 2021 Q3 2021
Optimum Investment Advisors

BUY
 -
594
+ 19.95%
$32.2K - $32.8K
3.57K $81.9K
Nov 12, 2021 Q3 2021
Blair William & CO

Chicago, IL
BUY
 -
587
New
$31.9K - $32.4K
587 $13.5K
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
553
+ 15.81%
$30K - $30.5K
4.05K $92.9K
Nov 12, 2021 Q3 2021
Landmark Financial Advisors, LLC

BUY
 -
538
+ 2.4%
$29.2K - $29.7K
23K $527K
Nov 03, 2021 Q3 2021
Brand Asset Management Group, Inc.

BUY
 -
519
+ 3.85%
$28.2K - $28.6K
14K $321K
Oct 20, 2021 Q3 2021
Zhang Financial LLC

BUY
 -
498
+ 2.87%
$27K - $27.5K
17.8K $409K
Oct 18, 2021 Q3 2021
Gradient Investments LLC

BUY
 -
484
New
$26.3K - $26.7K
484 $11.1K
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

BUY
 -
475
+ 8.87%
$25.8K - $26.2K
5.83K $134K
Oct 18, 2021 Q3 2021
Nbt Bank N A

BUY
 -
455
+ 0.94%
$24.7K - $25.1K
48.6K $1.12M
Nov 12, 2021 Q3 2021
Trinity Point Wealth, LLC

BUY
 -
406
+ 2.23%
$22K - $22.4K
18.6K $427K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
403
+ 7.63%
$21.9K - $22.2K
5.69K $130K
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
377
New
$20.5K - $20.8K
377 $8.64K
Nov 05, 2021 Q3 2021
Mission Wealth Management, LP

BUY
 -
372
+ 5.74%
$20.2K - $20.5K
6.85K $157K
Oct 15, 2021 Q3 2021
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
366
+ 2.3%
$19.9K - $20.2K
16.2K $373K
Nov 15, 2021 Q3 2021
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
356
+ 6.59%
$19.3K - $19.6K
5.76K $132K
Nov 02, 2021 Q3 2021
Jackson Creek Investment Advisors LLC

BUY
 -
324
+ 1.77%
$17.6K - $17.9K
18.6K $428K
Oct 14, 2021 Q3 2021
Appleton Partners Inc

BUY
 -
322
+ 2.79%
$17.5K - $17.8K
11.9K $272K
Nov 12, 2021 Q3 2021
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
320
+ 5.68%
$17.4K - $17.7K
5.95K $136K
Oct 21, 2021 Q3 2021
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
300
New
$16.3K - $16.6K
300 $6.88K
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
293
+ 0.51%
$15.9K - $16.2K
57.3K $1.31M
Nov 10, 2021 Q3 2021
Us Bancorp \De\

BUY
 -
270
+ 15.04%
$14.7K - $14.9K
2.07K $47.4K
Nov 15, 2021 Q3 2021
Prudential Financial Inc

Newark, NJ
BUY
 -
254
+ 4.67%
$13.8K - $14K
5.69K $130K
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
247
+ 1.59%
$13.4K - $13.6K
15.8K $361K
Nov 12, 2021 Q3 2021
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
225
+ 10.46%
$12.2K - $12.4K
2.38K $54.5K
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
222
+ 0.15%
$12K - $12.2K
149K $3.42M
Nov 02, 2021 Q3 2021
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
220
+ 1.73%
$11.9K - $12.1K
12.9K $297K
Nov 12, 2021 Q3 2021
Mc Carthy Asset Management, Inc.

BUY
 -
176
+ 30.56%
$9.55K - $9.71K
752 $17.2K
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
175
+ 4.36%
$9.5K - $9.65K
4.19K $96.1K
Nov 15, 2021 Q3 2021
Appleton Group, LLC

BUY
 -
175
+ 0.45%
$9.5K - $9.65K
39.4K $904K
Nov 15, 2021 Q3 2021
Oldfather Financial Services, LLC

BUY
 -
158
+ 0.81%
$8.57K - $8.72K
19.6K $449K
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
137
+ 2.76%
$7.43K - $7.56K
5.1K $117K
Nov 08, 2021 Q3 2021
Sja Financial Advisory, LLC

BUY
 -
128
+ 2.3%
$6.95K - $7.06K
5.69K $130K
Oct 07, 2021 Q3 2021
Pure Financial Advisors, LLC

BUY
 -
96
+ 0.72%
$5.21K - $5.3K
13.4K $306K
Nov 09, 2021 Q3 2021
Maltin Wealth Management, Inc.

BUY
 -
91
+ 0.53%
$4.94K - $5.02K
17.4K $399K
Nov 12, 2021 Q3 2021
Carmichael Hill & Associates, Inc.

BUY
 -
91
+ 22.75%
$4.94K - $5.02K
491 $11.3K
Oct 13, 2021 Q3 2021
West Financial Advisors, LLC

BUY
 -
77
+ 1.15%
$4.18K - $4.25K
6.77K $155K
Nov 12, 2021 Q3 2021
Fca Corp

Houston, TX
BUY
 -
73
+ 0.29%
$3.96K - $4.03K
25.5K $586K
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
68
+ 0.73%
$3.69K - $3.75K
9.39K $215K
Oct 27, 2021 Q3 2021
Ogorek Anthony Joseph

BUY
 -
65
+ 1.27%
$3.53K - $3.59K
5.2K $119K
Oct 22, 2021 Q3 2021
Tompkins Financial Corp

BUY
 -
60
New
$3.26K - $3.31K
60 $1.38K
Nov 02, 2021 Q3 2021
Blue Chip Partners, Inc.

BUY
 -
59
+ 0.53%
$3.2K - $3.26K
11.3K $259K
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

BUY
 -
58
New
$3.15K - $3.2K
58 $1.33K
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
49
New
$2.66K - $2.7K
49 $1.12K
Oct 27, 2021 Q3 2021
Lutz Financial Services LLC

BUY
 -
43
+ 0.22%
$2.33K - $2.37K
19.4K $444K

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