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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2021
Q1 2021
|
First Premier Bank
|
SELL
|
- |
-380Closed |
$20.4K - $21.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 28, 2023
Q4 2020
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.37K- 10.81% |
$76.3K - $77.2K
|
11.3K
$262K
|
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-10.2KClosed |
$568K - $575K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.9KNew |
$328K - $332K
|
5.9K
$137K
|
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-587Closed |
$32.6K - $33K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.76KClosed |
$264K - $268K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
650New |
$36.1K - $36.5K
|
650
$15.1K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
25New |
$1.39K - $1.41K
|
25
$579
|
|
|
Feb 12, 2021
Q4 2020
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.81KClosed |
$212K - $214K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-4.96KClosed |
$276K - $279K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-453KClosed |
$25.2M - $25.5M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Matrix Trust CO
|
SELL
|
- |
-195KClosed |
$10.8M - $11M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-20Closed |
$1.11K - $1.12K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.78KClosed |
$99.1K - $100K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-504Closed |
$28K - $28.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-42.4KClosed |
$2.38M - $2.41M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-95Closed |
$5.33K - $5.41K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-6.1KClosed |
$342K - $347K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-45.6KClosed |
$2.56M - $2.59M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
62.9KNew |
$3.53M - $3.58M
|
62.9K
$1.46M
|
|
|
Oct 20, 2020
Q3 2020
|
Wall Capital Group, Inc.
|
SELL
|
- |
-91.5KClosed |
$5.13M - $5.21M
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.9KClosed |
$219K - $222K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-162Closed |
$9.08K - $9.22K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.59K+ 30.2% |
$86.4K - $89.4K
|
6.85K
$159K
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
14New |
$761 - $787
|
14
$324
|
|
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
68New |
$3.7K - $3.82K
|
68
$1.58K
|
|
|
Aug 17, 2020
Q2 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.64KClosed |
$524K - $542K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-696Closed |
$37.8K - $39.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-49.5KClosed |
$2.69M - $2.78M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-100Closed |
$5.44K - $5.62K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-31Closed |
$1.68K - $1.74K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-864Closed |
$47K - $48.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-3.82KClosed |
$208K - $215K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-969Closed |
$52.7K - $54.5K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1.16KClosed |
$63.3K - $65.5K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-35.7KClosed |
$1.94M - $2.01M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Gratus Capital LLC
|
SELL
|
- |
-3.93KClosed |
$214K - $221K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-150Closed |
$8.15K - $8.44K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-98Closed |
$5.33K - $5.51K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-145- 22.34% |
$7.88K - $8.15K
|
504
$11.7K
|
|
|
Jul 30, 2020
Q2 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-66Closed |
$3.59K - $3.71K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.88KClosed |
$211K - $218K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-8.15KClosed |
$443K - $458K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-54Closed |
$2.93K - $3.04K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.74KClosed |
$258K - $266K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 09, 2023
Q1 2020
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-114Closed |
$5.74K - $6.39K
|
0
$0
|
|
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-13.5KClosed |
$678K - $756K
|
0
$0
|
|
|
Jun 18, 2020
Q1 2020
|
Nova Point Capital, LLC
|
SELL
|
- |
-15KClosed |
$754K - $840K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-22.6KClosed |
$1.14M - $1.27M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-304Closed |
$15.3K - $17.1K
|
0
$0
|
|