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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-23.6KClosed |
$1.27M - $1.29M
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-8.9KClosed |
$480K - $486K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-8.39KClosed |
$452K - $458K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-6.79KClosed |
$366K - $371K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-5.5KClosed |
$297K - $300K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-5.43KClosed |
$293K - $296K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.9KClosed |
$264K - $268K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.24KClosed |
$229K - $232K
|
0
$0
|
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.98KClosed |
$215K - $217K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-3.89KClosed |
$210K - $213K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.32KClosed |
$125K - $127K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-1.95KClosed |
$105K - $106K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.39KClosed |
$74.7K - $75.6K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-498Closed |
$26.8K - $27.2K
|
0
$0
|
|
|
Jul 07, 2021
Q2 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-410Closed |
$22.1K - $22.4K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-352Closed |
$19K - $19.2K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
SELL
|
- |
-322- 55.04% |
$17.4K - $17.6K
|
263
$6.03K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-319Closed |
$17.2K - $17.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-317Closed |
$17.1K - $17.3K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-255Closed |
$13.7K - $13.9K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-228Closed |
$12.3K - $12.4K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-184Closed |
$9.92K - $10K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-27Closed |
$1.46K - $1.47K
|
0
$0
|
|
| Q1 2021 | |||||||
|
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
|
|
|
Apr 30, 2021
Q1 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-6.45KClosed |
$347K - $361K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-6.26KClosed |
$337K - $351K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4.24KClosed |
$228K - $237K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.6KClosed |
$194K - $202K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
First Premier Bank
|
SELL
|
- |
-380Closed |
$20.4K - $21.3K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-357Closed |
$19.2K - $20K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-94Closed |
$5.05K - $5.26K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-62Closed |
$3.33K - $3.47K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-9Closed |
$484 - $504
|
0
$0
|
|
| Q4 2020 | |||||||
|
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
|
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-10.2KClosed |
$568K - $575K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-4.96KClosed |
$276K - $279K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.76KClosed |
$264K - $268K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.81KClosed |
$212K - $214K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.78KClosed |
$99.1K - $100K
|
0
$0
|
|
|
Mar 28, 2023
Q4 2020
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.37K- 10.81% |
$76.3K - $77.2K
|
11.3K
$260K
|
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-587Closed |
$32.6K - $33K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-504Closed |
$28K - $28.3K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-20Closed |
$1.11K - $1.12K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Wall Capital Group, Inc.
|
SELL
|
- |
-91.5KClosed |
$5.13M - $5.21M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-45.6KClosed |
$2.56M - $2.59M
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-42.4KClosed |
$2.38M - $2.41M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-6.1KClosed |
$342K - $347K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.9KClosed |
$219K - $222K
|
0
$0
|
|