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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.53KClosed |
$76.8K - $82.1K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.12KClosed |
$56K - $59.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-755Closed |
$37.8K - $40.4K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-651Closed |
$32.6K - $34.8K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-578Closed |
$28.9K - $30.9K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-185- 4.07% |
$9.26K - $9.9K
|
4.36K
$101K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-67Closed |
$3.35K - $3.59K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-40Closed |
$2K - $2.14K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-15Closed |
$751 - $803
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-13Closed |
$651 - $696
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 31, 2022
Q4 2021
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-66.9KClosed |
$3.59M - $3.65M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-37.1KClosed |
$1.99M - $2.02M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-16.2KClosed |
$871K - $886K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-11.4KClosed |
$613K - $623K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-6.02KClosed |
$323K - $328K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.45KClosed |
$292K - $297K
|
0
$0
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-5.34KClosed |
$286K - $291K
|
0
$0
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-4.26KClosed |
$228K - $232K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.19KClosed |
$117K - $119K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.99KClosed |
$107K - $109K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.99KClosed |
$107K - $109K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-274Closed |
$14.7K - $14.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-228Closed |
$12.2K - $12.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-103Closed |
$5.52K - $5.62K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-58Closed |
$3.11K - $3.16K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-58Closed |
$3.11K - $3.16K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-12Closed |
$644 - $654
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-23.8KClosed |
$1.29M - $1.31M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-5.28KClosed |
$287K - $291K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-5.13KClosed |
$278K - $283K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-4.77KClosed |
$259K - $263K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.33KClosed |
$235K - $239K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.78KClosed |
$205K - $209K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-415Closed |
$22.5K - $22.9K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-276- 10.58% |
$15K - $15.2K
|
2.33K
$54K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-150Closed |
$8.14K - $8.28K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
SELL
|
- |
-110Closed |
$5.97K - $6.07K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-100Closed |
$5.43K - $5.52K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-95- 50.26% |
$5.15K - $5.24K
|
94
$2.18K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-51Closed |
$2.77K - $2.81K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-13- 92.86% |
$705 - $717
|
1
$23.2
|
|
| Q2 2021 | |||||||
|
Jul 15, 2021
Q2 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-96.9KClosed |
$5.22M - $5.29M
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
SELL
|
- |
-90KClosed |
$4.85M - $4.91M
|
0
$0
|
|
|
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
|
|