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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2020
Q4 2019
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-11.1KClosed |
$590K - $600K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Hoertkorn Richard Charles
|
SELL
|
- |
-350Closed |
$18.6K - $18.9K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
First American Trust, Fsb
|
SELL
|
- |
-6.05KClosed |
$322K - $328K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-400Closed |
$21.3K - $21.7K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-551Closed |
$29.3K - $29.8K
|
0
$0
|
|
| Q3 2019 | |||||||
|
May 08, 2020
Q3 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-491Closed |
$26.1K - $26.4K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-4.82KClosed |
$256K - $260K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-45.4KClosed |
$2.41M - $2.44M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-273Closed |
$14.5K - $14.7K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-7.08KClosed |
$376K - $381K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-12Closed |
$638 - $646
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Bourgeon Capital Management LLC
|
BUY
|
- |
300New |
$15.9K - $16.2K
|
300
$6.95K
|
|
|
Nov 04, 2019
Q3 2019
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-8.85KClosed |
$470K - $477K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-1.4KClosed |
$74.4K - $75.4K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.88KNew |
$99.9K - $101K
|
1.88K
$43.5K
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46New |
$2.44K - $2.48K
|
46
$1.06K
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-374Closed |
$19.9K - $20.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wms Partners, LLC
|
SELL
|
- |
-5.56KClosed |
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
$708K
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.64KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-94.4KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-3.02KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-4.05KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Parisi Gray Wealth Management
|
SELL
|
- |
-95Closed |
N/A
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Forte Capital LLC
|
SELL
|
- |
-36.3KClosed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.96KClosed |
N/A
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Wealth Architects, LLC
|
SELL
|
- |
-4.25KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-1.37KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.84KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.74KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.6KClosed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Focused Wealth Management, Inc
|
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Baystate Wealth Management LLC
|
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
|
Apr 17, 2019
Q1 2019
|
Founders Capital Management
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Centric Wealth Management
|
SELL
|
- |
-150KClosed |
N/A
|
0
$0
|
|
|
Apr 05, 2019
Q1 2019
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-759Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Dec 19, 2024
Q4 2018
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4.52KClosed |
N/A
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Regis Management CO LLC
|
SELL
|
- |
-24KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
315KNew |
N/A
|
315K
$7.29M
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-67.9KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
PUT |
-233Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.9KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-660Closed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-160KClosed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.97KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Jan 07, 2019
Q4 2018
|
Boltwood Capital Management
|
SELL
|
- |
-58.6KClosed |
N/A
|
0
$0
|
|