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 08, 2021 Q3 2021
Trustcore Financial Services, LLC

SELL
 -
-69
- 3.66%
$3.74K - $3.81K
1.82K $42K
Oct 08, 2021 Q3 2021
Hurlow Wealth Management Group, Inc.

SELL
 -
-89
- 0.96%
$4.83K - $4.91K
9.19K $212K
Oct 27, 2021 Q3 2021
Aspiriant, LLC

SELL
 -
-92
- 0.96%
$4.99K - $5.08K
9.48K $219K
Nov 12, 2021 Q3 2021
Quantum Capital Management, LLC

Northfield, NJ
SELL
 -
-93
- 1.58%
$5.05K - $5.13K
5.8K $134K
Nov 15, 2021 Q3 2021
Mission Creek Capital Partners, Inc.

San Francisco, CA
SELL
 -
-94
- 0.05%
$5.1K - $5.19K
195K $4.51M
Oct 29, 2021 Q3 2021
Parkside Financial Bank & Trust

SELL
 -
-95
- 1.79%
$5.15K - $5.24K
5.2K $120K
Nov 09, 2021 Q3 2021
Jackson Hole Capital Partners, LLC

SELL
 -
-95
- 50.26%
$5.15K - $5.24K
94 $2.17K
Nov 05, 2021 Q3 2021
Rock Point Advisors, LLC

Burlington, VT
SELL
 -
-100
- 1.85%
$5.43K - $5.52K
5.3K $123K
Nov 15, 2021 Q3 2021
Lion Street Advisors, LLC

SELL
 -
-100
Closed
$5.43K - $5.52K
0 $0
Oct 22, 2021 Q3 2021
Steph & CO

SELL
 -
-110
Closed
$5.97K - $6.07K
0 $0
Oct 07, 2021 Q3 2021
John W. Brooker & Co., Cp As

SELL
 -
-144
- 2.45%
$7.81K - $7.94K
5.73K $132K
Nov 04, 2021 Q3 2021
Tradewinds Capital Management, LLC

SELL
 -
-150
Closed
$8.14K - $8.28K
0 $0
Nov 01, 2021 Q3 2021
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-153
- 22.7%
$8.3K - $8.44K
521 $12K
Nov 02, 2021 Q3 2021
Gradient Capital Advisors, LLC

SELL
 -
-157
- 0.38%
$8.52K - $8.66K
40.6K $939K
Oct 27, 2021 Q3 2021
Fiduciary Group LLC

Savannah, GA
SELL
 -
-174
- 0.92%
$9.44K - $9.6K
18.7K $432K
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-174
- 2.39%
$9.44K - $9.6K
7.12K $164K
Nov 12, 2021 Q3 2021
Bergan Kdv Wealth Management, LLC

SELL
 -
-179
- 0.35%
$9.71K - $9.88K
51.7K $1.19M
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-179
- 1.97%
$9.71K - $9.88K
8.89K $205K
Oct 22, 2021 Q3 2021
Liberty Capital Management, Inc.

SELL
 -
-230
- 1.66%
$12.5K - $12.7K
13.7K $316K
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
SELL
 -
-237
- 0.94%
$12.9K - $13.1K
24.9K $576K
Nov 15, 2021 Q3 2021
Mirae Asset Global Investments Co., Ltd.

SELL
 -
-237
- 4.53%
$12.9K - $13.1K
5K $115K
Oct 14, 2021 Q3 2021
Successful Portfolios LLC

SELL
 -
-241
- 1.74%
$13.1K - $13.3K
13.6K $314K
Oct 29, 2021 Q3 2021
Versant Capital Management, Inc

SELL
 -
-245
- 9.42%
$13.3K - $13.5K
2.36K $54.5K
Nov 03, 2021 Q3 2021
Crestwood Advisors Group LLC

SELL
 -
-248
- 5.47%
$13.5K - $13.7K
4.28K $99K
Nov 02, 2021 Q3 2021
Burleson & Company, LLC

SELL
 -
-276
- 10.58%
$15K - $15.2K
2.33K $53.9K
Nov 15, 2021 Q3 2021
Bsw Wealth Partners

Boulder, CO
SELL
 -
-281
- 3.89%
$15.2K - $15.5K
6.94K $160K
Oct 20, 2021 Q3 2021
Toth Financial Advisory Corp

SELL
 -
-300
- 3.89%
$16.3K - $16.6K
7.42K $171K
Oct 13, 2021 Q3 2021
Alpha Omega Wealth Management LLC

SELL
 -
-309
- 1.52%
$16.8K - $17K
20K $462K
Oct 21, 2021 Q3 2021
Twele Capital Management, Inc.

SELL
 -
-314
- 0.86%
$17K - $17.3K
36.3K $839K
Oct 08, 2021 Q3 2021
Modus Advisors, LLC

SELL
 -
-338
- 0.24%
$18.3K - $18.6K
140K $3.24M
Nov 15, 2021 Q3 2021
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-340
- 1.01%
$18.4K - $18.8K
33.4K $771K
Nov 15, 2021 Q3 2021
Zacks Investment Management

Chicago, IL
SELL
 -
-363
- 5.09%
$19.7K - $20K
6.77K $156K
Nov 16, 2021 Q3 2021
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-367
Closed
$19.9K - $20.2K
0 $0
Nov 15, 2021 Q3 2021
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-391
- 23.7%
$21.2K - $21.6K
1.26K $29.1K
Oct 19, 2021 Q3 2021
Pflug Koory, LLC

SELL
 -
-415
Closed
$22.5K - $22.9K
0 $0
Oct 13, 2021 Q3 2021
Cypress Wealth Services, LLC

SELL
 -
-428
- 0.74%
$23.2K - $23.6K
57.6K $1.33M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
SELL
 -
-459
- 1.46%
$24.9K - $25.3K
31K $716K
Nov 12, 2021 Q3 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-461
- 97.46%
$25K - $25.4K
12 $277
Nov 15, 2021 Q3 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-468
- 8.38%
$25.4K - $25.8K
5.12K $118K
Nov 15, 2021 Q3 2021
Howe & Rusling Inc

Rochester, NY
SELL
 -
-472
Closed
$25.6K - $26K
0 $0
Oct 12, 2021 Q3 2021
Marquette Asset Management, LLC

SELL
 -
-483
- 1.95%
$26.2K - $26.6K
24.3K $562K
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-485
- 1.03%
$26.3K - $26.8K
46.8K $1.08M
Nov 12, 2021 Q3 2021
Savant Capital, LLC

SELL
 -
-488
- 1.11%
$26.5K - $26.9K
43.5K $1.01M
Oct 12, 2021 Q3 2021
Moneywise, Inc.

SELL
 -
-527
- 5.09%
$28.6K - $29.1K
9.82K $227K
Oct 21, 2021 Q3 2021
Hanson & Doremus Investment Management

SELL
 -
-542
- 6.42%
$29.4K - $29.9K
7.9K $183K
Nov 10, 2021 Q3 2021
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
SELL
 -
-552
- 3.7%
$30K - $30.5K
14.4K $332K
Nov 02, 2021 Q3 2021
Wade Financial Advisory, Inc

SELL
 -
-552
- 3.81%
$30K - $30.5K
14K $322K
Oct 12, 2021 Q3 2021
Resource Planning Group

SELL
 -
-553
- 4.44%
$30K - $30.5K
11.9K $275K
Nov 05, 2021 Q3 2021
Fort Pitt Capital Group, LLC

SELL
 -
-619
- 6.03%
$33.6K - $34.2K
9.65K $223K

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