Purchases and Sales Made in Q3 2021 in Schwab Us Aggregate Bond ETF (SCHZ)
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 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
43+ 0.22% |
$2.33K - $2.37K
|
19.4K
$443K
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
37+ 0.39% |
$2.01K - $2.04K
|
9.44K
$216K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35+ 0.51% |
$1.9K - $1.93K
|
6.84K
$157K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
27+ 0.35% |
$1.47K - $1.49K
|
7.75K
$177K
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
23+ 0.54% |
$1.25K - $1.27K
|
4.32K
$98.8K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
22+ 0.52% |
$1.19K - $1.21K
|
4.28K
$97.9K
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18+ 0.39% |
$977 - $993
|
4.59K
$105K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.15% |
$922 - $938
|
11.6K
$264K
|
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
16+ 0.36% |
$868 - $883
|
4.5K
$103K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
14+ 0.49% |
$760 - $772
|
2.87K
$65.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
13+ 0.32% |
$705 - $717
|
4.05K
$92.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
13+ 1.52% |
$705 - $717
|
869
$19.9K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13+ 11.82% |
$705 - $717
|
123
$2.82K
|
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
11+ 0.28% |
$597 - $607
|
3.97K
$90.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10+ 0.17% |
$543 - $552
|
6.06K
$139K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
10+ 0.04% |
$543 - $552
|
26.8K
$614K
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10+ 0.1% |
$543 - $552
|
10.4K
$239K
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
8+ 0.22% |
$434 - $441
|
3.71K
$84.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.36% |
$380 - $386
|
1.95K
$44.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6+ 0.55% |
$326 - $331
|
1.1K
$25.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5+ 0.04% |
$271 - $276
|
11.7K
$268K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.56% |
$217 - $221
|
712
$16.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.54% |
$217 - $221
|
746
$17.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.74% |
$163 - $166
|
409
$9.36K
|
|
|
Oct 13, 2021
Q3 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$109 - $110
|
19.1K
$438K
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$109 - $110
|
11.9K
$272K
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
BUY
|
- |
1+ 0.01% |
$54.3 - $55.2
|
9.88K
$226K
|
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1+ 0.01% |
$54.3 - $55.2
|
10.1K
$232K
|
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
1+ 0.01% |
$54.3 - $55.2
|
6.69K
$153K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 1.59% |
$54.3 - $55.2
|
64
$1.46K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4- 0.07% |
$217 - $221
|
5.83K
$133K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.18% |
$434 - $441
|
4.44K
$102K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10- 0.26% |
$543 - $552
|
3.77K
$86.2K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-10- 0.24% |
$543 - $552
|
4.08K
$93.3K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-13- 92.86% |
$705 - $717
|
1
$22.9
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-13- 0.11% |
$705 - $717
|
11.5K
$264K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-16- 5.97% |
$868 - $883
|
252
$5.77K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-18- 0.32% |
$977 - $993
|
5.59K
$128K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-24- 10.3% |
$1.3K - $1.32K
|
209
$4.78K
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-27- 0.09% |
$1.47K - $1.49K
|
31.4K
$719K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-29- 1.12% |
$1.57K - $1.6K
|
2.57K
$58.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-30- 0.63% |
$1.63K - $1.66K
|
4.7K
$108K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-30- 0.31% |
$1.63K - $1.66K
|
9.8K
$224K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-32- 0.15% |
$1.74K - $1.77K
|
21.4K
$489K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-38- 0.79% |
$2.06K - $2.1K
|
4.78K
$109K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-46- 0.66% |
$2.5K - $2.54K
|
6.97K
$160K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-47- 1.2% |
$2.55K - $2.59K
|
3.87K
$88.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-51Closed |
$2.77K - $2.81K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51Closed |
$2.77K - $2.81K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-60- 1.43% |
$3.26K - $3.31K
|
4.13K
$94.4K
|