Latest Institutional Transactions on Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

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
May 14, 2020 Q1 2020
Element Wealth, LLC

SELL
 -
-30.8K
Closed
$1.55M - $1.73M
0 $0
May 14, 2020 Q1 2020
Nomura Asset Management CO LTD

Tokyo, M0
SELL
 -
-9.03K
Closed
$454K - $506K
0 $0
May 14, 2020 Q1 2020
Independent Advisor Alliance

SELL
 -
-225K
Closed
$11.3M - $12.6M
0 $0
May 12, 2020 Q1 2020
Slow Capital, Inc.

SELL
 -
-31.7K
Closed
$1.59M - $1.78M
0 $0
May 08, 2020 Q1 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-12
Closed
$604 - $673
0 $0
May 08, 2020 Q1 2020
Summit Asset Management, LLC

Memphis, TN
SELL
 -
-3.83K
Closed
$193K - $215K
0 $0
May 08, 2020 Q1 2020
Strategic Financial Services, Inc,

Utica, NY
SELL
 -
-52.5K
Closed
$2.64M - $2.95M
0 $0
May 07, 2020 Q1 2020
Ieq Capital, LLC

SELL
 -
-7.13K
Closed
$359K - $400K
0 $0
May 07, 2020 Q1 2020
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
37
New
$1.86K - $2.08K
37 $861
Apr 30, 2020 Q1 2020
Tarbox Family Office, Inc.

SELL
 -
-15
Closed
$755 - $841
0 $0
Apr 29, 2020 Q1 2020
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-13
Closed
$654 - $729
0 $0
Apr 24, 2020 Q1 2020
Ccg Wealth Management, LLC

SELL
 -
-70K
Closed
$3.52M - $3.93M
0 $0
Apr 16, 2020 Q1 2020
Mayfair Advisory Group, LLC

Birmingham, AL
SELL
 -
-35.3K
Closed
$1.78M - $1.98M
0 $0
Apr 13, 2020 Q1 2020
Capital Investment Advisors, LLC

SELL
 -
-5.2K
Closed
$262K - $292K
0 $0
Apr 09, 2020 Q1 2020
Compass Ion Advisors, LLC

SELL
 -
-12K
Closed
$602K - $671K
0 $0
Q4 2019
May 15, 2020 Q4 2019
Massmutual Trust CO Fsb

SELL
 -
-262
Closed
$13.9K - $14.2K
0 $0
Feb 14, 2020 Q4 2019
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-1.23K
Closed
$65.6K - $66.7K
0 $0
Feb 13, 2020 Q4 2019
Jacobsen Capital Management

SELL
 -
-4.23K
Closed
$225K - $229K
0 $0
Feb 12, 2020 Q4 2019
Wealthsource Partners, LLC

SELL
 -
-19.2K
Closed
$1.02M - $1.04M
0 $0
Feb 11, 2020 Q4 2019
Bhk Investment Advisors, LLC

SELL
 -
-42K
Closed
$2.23M - $2.27M
0 $0
Feb 05, 2020 Q4 2019
Capital Directions Investment Advisors, LLC

SELL
 -
-300
Closed
$16K - $16.2K
0 $0
Feb 03, 2020 Q4 2019
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-11.1K
Closed
$590K - $600K
0 $0
Jan 29, 2020 Q4 2019
Hoertkorn Richard Charles

SELL
 -
-350
Closed
$18.6K - $18.9K
0 $0
Jan 29, 2020 Q4 2019
First American Trust, Fsb

SELL
 -
-6.05K
Closed
$322K - $328K
0 $0
Jan 22, 2020 Q4 2019
Barnett & Company, Inc.

SELL
 -
-400
Closed
$21.3K - $21.7K
0 $0
Jan 08, 2020 Q4 2019
Vista Private Wealth Partners. LLC

SELL
 -
-551
Closed
$29.3K - $29.8K
0 $0
Q3 2019
May 08, 2020 Q3 2019
Royal Fund Management, LLC

SELL
 -
-491
Closed
$26.1K - $26.4K
0 $0
Nov 14, 2019 Q3 2019
Bienville Capital Management, LLC

New York, NY
SELL
 -
-4.82K
Closed
$256K - $260K
0 $0
Nov 12, 2019 Q3 2019
Thoroughbred Financial Services, LLC

SELL
 -
-45.4K
Closed
$2.41M - $2.44M
0 $0
Nov 12, 2019 Q3 2019
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-273
Closed
$14.5K - $14.7K
0 $0
Nov 07, 2019 Q3 2019
Hanlon Investment Management, Inc.

SELL
 -
-7.08K
Closed
$376K - $381K
0 $0
Nov 05, 2019 Q3 2019
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-12
Closed
$638 - $646
0 $0
Nov 04, 2019 Q3 2019
Bourgeon Capital Management LLC

BUY
 -
300
New
$15.9K - $16.2K
300 $6.98K
Nov 04, 2019 Q3 2019
First National Bank Of Omaha

Omaha, NE
SELL
 -
-8.85K
Closed
$470K - $477K
0 $0
Oct 30, 2019 Q3 2019
Essex Savings Bank

SELL
 -
-1.4K
Closed
$74.4K - $75.4K
0 $0
Oct 29, 2019 Q3 2019
B & T Capital Management Dba Alpha Capital Management

BUY
 -
1.88K
New
$99.9K - $101K
1.88K $43.7K
Oct 29, 2019 Q3 2019
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
46
New
$2.44K - $2.48K
46 $1.07K
Oct 09, 2019 Q3 2019
Seven Bridge Financial Group, LLC

SELL
 -
-374
Closed
$19.9K - $20.1K
0 $0
Q2 2019
Aug 13, 2019 Q2 2019
Wms Partners, LLC

SELL
 -
-5.56K
Closed
N/A
0 $0
Aug 12, 2019 Q2 2019
Bank Of New York Mellon Corp

New York, NY
BUY
 -
23.4K
+ 327.99%
N/A
30.6K $711K
Aug 06, 2019 Q2 2019
Cable Hill Partners, LLC

Portland, OR
SELL
 -
-2.64K
Closed
N/A
0 $0
Aug 06, 2019 Q2 2019
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
SELL
 -
-94.4K
Closed
N/A
0 $0
Jul 31, 2019 Q2 2019
Harvest Group Wealth Management, LLC

SELL
 -
-3.02K
Closed
N/A
0 $0
Jul 29, 2019 Q2 2019
Ironwood Investment Counsel, LLC

SELL
 -
-4.05K
Closed
N/A
0 $0
Jul 19, 2019 Q2 2019
Parisi Gray Wealth Management

SELL
 -
-95
Closed
N/A
0 $0
Jul 16, 2019 Q2 2019
Forte Capital LLC

SELL
 -
-36.3K
Closed
N/A
0 $0
Jul 15, 2019 Q2 2019
Altfest L J & CO Inc

SELL
 -
-3.96K
Closed
N/A
0 $0
Jul 12, 2019 Q2 2019
Wealth Architects, LLC

SELL
 -
-4.25K
Closed
N/A
0 $0
Q1 2019
May 14, 2019 Q1 2019
Patten Group, Inc.

SELL
 -
-1.37K
Closed
N/A
0 $0

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