Latest Institutional Transactions on Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information on the latest institutional transactions involving Schwab Us Aggregate Bond ETF (SCHZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-276- 10.58% |
$15K - $15.2K
|
2.33K
$54.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.61KClosed |
$196K - $199K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-5.13KClosed |
$278K - $283K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
7.25KNew |
$393K - $400K
|
7.25K
$169K
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
SELL
|
- |
-110Closed |
$5.97K - $6.07K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
25.4KNew |
$1.38M - $1.4M
|
25.4K
$591K
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.33KClosed |
$235K - $239K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-415Closed |
$22.5K - $22.9K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-13- 92.86% |
$705 - $717
|
1
$23.3
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-51Closed |
$2.77K - $2.81K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-5.28KClosed |
$287K - $291K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Dec 27, 2021
Q2 2021
|
Resolute Advisors LLC
|
BUY
|
- |
49New |
$2.64K - $2.68K
|
49
$1.14K
|
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.98KClosed |
$215K - $217K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.24KClosed |
$229K - $232K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-228Closed |
$12.3K - $12.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-317Closed |
$17.1K - $17.3K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-5.5KClosed |
$297K - $300K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-27Closed |
$1.46K - $1.47K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
21New |
$1.13K - $1.15K
|
21
$489
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-319Closed |
$17.2K - $17.4K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-6.79KClosed |
$366K - $371K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
SELL
|
- |
-322- 55.04% |
$17.4K - $17.6K
|
263
$6.12K
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-23.6KClosed |
$1.27M - $1.29M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-352Closed |
$19K - $19.2K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.9KClosed |
$264K - $268K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
60+ 11.11% |
$3.23K - $3.28K
|
600
$14K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.39KClosed |
$74.7K - $75.6K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-184Closed |
$9.92K - $10K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-1.95KClosed |
$105K - $106K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-255Closed |
$13.7K - $13.9K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-8.39KClosed |
$452K - $458K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.32KClosed |
$125K - $127K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-3.89KClosed |
$210K - $213K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-498Closed |
$26.8K - $27.2K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-8.9KClosed |
$480K - $486K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-96.9KClosed |
$5.22M - $5.29M
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
SELL
|
- |
-90KClosed |
$4.85M - $4.91M
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-5.43KClosed |
$293K - $296K
|
0
$0
|
|
|
Jul 07, 2021
Q2 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-410Closed |
$22.1K - $22.4K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-62Closed |
$3.33K - $3.47K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.34KNew |
$72.2K - $75.2K
|
1.34K
$31.3K
|
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-156KClosed |
$8.38M - $8.72M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-67.6KClosed |
$3.63M - $3.78M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-6.26KClosed |
$337K - $351K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-9Closed |
$484 - $504
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-357Closed |
$19.2K - $20K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-6.45KClosed |
$347K - $361K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-94Closed |
$5.05K - $5.26K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.6KClosed |
$194K - $202K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4.24KClosed |
$228K - $237K
|
0
$0
|
|