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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-635- 1.26% |
$34.5K - $35K
|
49.7K
$1.15M
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-636- 1.29% |
$34.5K - $35.1K
|
48.7K
$1.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-703- 9.14% |
$38.1K - $38.8K
|
6.99K
$161K
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-797- 6.94% |
$43.2K - $44K
|
10.7K
$247K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-825- 4.51% |
$44.8K - $45.5K
|
17.5K
$404K
|
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-872- 3.07% |
$47.3K - $48.1K
|
27.5K
$636K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-894- 4.05% |
$48.5K - $49.3K
|
21.2K
$489K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-897- 1.15% |
$48.7K - $49.5K
|
77.3K
$1.79M
|
|
|
Oct 18, 2021
Q3 2021
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-935- 5.45% |
$50.7K - $51.6K
|
16.2K
$375K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-960- 9.58% |
$52.1K - $53K
|
9.06K
$209K
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-990- 2.43% |
$53.7K - $54.6K
|
39.8K
$919K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.01K- 9.75% |
$54.6K - $55.5K
|
9.31K
$215K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.01K- 1.04% |
$54.7K - $55.7K
|
96K
$2.22M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 21.02% |
$55K - $55.9K
|
3.81K
$88K
|
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.08K- 7.42% |
$58.5K - $59.5K
|
13.5K
$311K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.15K- 0.44% |
$62.3K - $63.4K
|
261K
$6.04M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.16K- 15.88% |
$63K - $64.1K
|
6.15K
$142K
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.18K- 13.74% |
$64.2K - $65.3K
|
7.43K
$172K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.23K- 13.57% |
$66.8K - $68K
|
7.85K
$181K
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.24K- 3.59% |
$67K - $68.1K
|
33.2K
$767K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.24K- 1.71% |
$67.1K - $68.2K
|
71K
$1.64M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.26K- 10.31% |
$68.1K - $69.2K
|
10.9K
$252K
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.26K- 2.88% |
$68.4K - $69.6K
|
42.5K
$983K
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.29K- 20.89% |
$69.8K - $70.9K
|
4.87K
$113K
|
|
|
Oct 15, 2021
Q3 2021
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.31K- 5.84% |
$70.8K - $72K
|
21K
$486K
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.32K- 17.17% |
$71.5K - $72.7K
|
6.35K
$147K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.34K- 5.32% |
$72.4K - $73.7K
|
23.8K
$549K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.34K- 13.27% |
$72.9K - $74.1K
|
8.78K
$203K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.35KClosed |
$73.4K - $74.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.38K- 10.59% |
$74.8K - $76.1K
|
11.6K
$269K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.39K- 9.83% |
$75.3K - $76.6K
|
12.7K
$294K
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.43KClosed |
$77.8K - $79.1K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
SELL
|
- |
-1.48K- 17.39% |
$80.1K - $81.4K
|
7.01K
$162K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.54K- 5.45% |
$83.4K - $84.8K
|
26.7K
$616K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.58K- 17.81% |
$85.7K - $87.1K
|
7.29K
$168K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.64K- 1.71% |
$89.1K - $90.6K
|
94.1K
$2.17M
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-1.68K- 3.84% |
$91K - $92.6K
|
42K
$970K
|
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.73K- 5.5% |
$94.1K - $95.7K
|
29.8K
$688K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.82K- 3.48% |
$98.8K - $100K
|
50.6K
$1.17M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.83K- 5.2% |
$99.4K - $101K
|
33.4K
$771K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.85K- 2.01% |
$101K - $102K
|
90.3K
$2.09M
|
|
|
Feb 14, 2023
Q3 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-1.85K- 22.75% |
$101K - $102K
|
6.29K
$145K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.91K- 1.45% |
$104K - $106K
|
130K
$3.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.92K- 14.47% |
$104K - $106K
|
11.3K
$262K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.06K- 0.99% |
$112K - $113K
|
205K
$4.73M
|
|
|
Nov 04, 2021
Q3 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-2.09K- 14.72% |
$114K - $115K
|
12.1K
$280K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.11K- 1.87% |
$114K - $116K
|
111K
$2.56M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.13K- 1.76% |
$115K - $117K
|
119K
$2.74M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 1.76% |
$115K - $117K
|
119K
$2.74M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.2K- 21.58% |
$119K - $121K
|
7.99K
$185K
|