Latest Institutional Sells of Schwab Us Aggregate Bond ETF (SCHZ)
This list provides information on the latest institutional transactions involving Schwab Us Aggregate Bond ETF (SCHZ) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-310K- 97.45% |
$14M - $14.8M
|
8.11K
$186K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-284K- 16.62% |
$12.8M - $13.6M
|
1.42M
$32.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-263K- 7.74% |
$11.9M - $12.6M
|
3.14M
$71.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-159K- 74.55% |
$7.2M - $7.63M
|
54.4K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-148K- 82.42% |
$6.68M - $7.07M
|
31.5K
$723K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-117K- 64.29% |
$5.31M - $5.62M
|
65.2K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-114K- 5.27% |
$5.15M - $5.46M
|
2.05M
$47M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-87.6K- 88.47% |
$3.96M - $4.19M
|
11.4K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-79K- 38.86% |
$3.57M - $3.78M
|
124K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-58.6K- 3.47% |
$2.65M - $2.81M
|
1.63M
$37.4M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-50.5K- 41.72% |
$2.28M - $2.42M
|
70.5K
$1.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-44.7K- 61.59% |
$2.02M - $2.14M
|
27.9K
$639K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-40.7K- 2.4% |
$1.84M - $1.95M
|
1.65M
$37.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-38.2K- 2.16% |
$1.73M - $1.83M
|
1.73M
$39.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32K- 30.17% |
$1.45M - $1.53M
|
74K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-31.8K- 80.77% |
$1.44M - $1.52M
|
7.58K
$174K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-24.5K- 30.2% |
$1.11M - $1.17M
|
56.5K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-22K- 9.95% |
$992K - $1.05M
|
199K
$4.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-21.5K- 26.89% |
$974K - $1.03M
|
58.6K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-20.2K- 45.39% |
$911K - $965K
|
24.3K
$556K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-18.6K- 0.73% |
$839K - $889K
|
2.53M
$57.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.4K- 52.24% |
$742K - $786K
|
15K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-16K- 73.45% |
$723K - $766K
|
5.78K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-15K- 74.37% |
$680K - $720K
|
5.19K
$119K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14.2K- 4.9% |
$641K - $679K
|
275K
$6.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.3K- 24.96% |
$601K - $637K
|
40K
$917K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.2K- 8.22% |
$595K - $630K
|
147K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.3K- 22.22% |
$557K - $590K
|
43.2K
$990K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11.7K- 4.31% |
$530K - $561K
|
260K
$5.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-9.93K- 30.58% |
$449K - $475K
|
22.5K
$517K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.54K- 4.26% |
$431K - $457K
|
215K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.43K- 4.39% |
$426K - $452K
|
205K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.39K- 5.68% |
$425K - $450K
|
156K
$3.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.19K- 10.7% |
$415K - $440K
|
76.6K
$1.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.44K- 6.02% |
$381K - $404K
|
132K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-8.19K- 21.29% |
$370K - $392K
|
30.3K
$694K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.67K- 34.0% |
$347K - $367K
|
14.9K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.03K- 1.82% |
$318K - $337K
|
380K
$8.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-6.45K- 12.2% |
$292K - $309K
|
46.4K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-6.44K- 5.81% |
$291K - $308K
|
104K
$2.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.82K- 1.14% |
$263K - $279K
|
503K
$11.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.79K- 12.68% |
$262K - $277K
|
39.9K
$915K
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-5.65K- 14.45% |
$256K - $271K
|
33.5K
$767K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.25K- 2.59% |
$237K - $251K
|
197K
$4.52M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-5.2K- 7.39% |
$235K - $249K
|
65.1K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.16K- 23.02% |
$233K - $247K
|
17.2K
$395K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.04K- 4.67% |
$228K - $241K
|
103K
$2.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.81K- 7.82% |
$217K - $230K
|
56.7K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-4.65K- 4.01% |
$210K - $223K
|
111K
$2.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.46K- 16.54% |
$201K - $213K
|
22.5K
$515K
|