Latest Institutional Sells of Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

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 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-162
Closed
$9.08K - $9.22K
0 $0
Nov 12, 2020 Q3 2020
Clearbridge Investments, LLC

New York, NY
SELL
 -
-95
Closed
$5.33K - $5.41K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Capital Wealth Planning, LLC

SELL
 -
-49.5K
Closed
$2.69M - $2.78M
0 $0
Aug 12, 2020 Q2 2020
Brinker Capital Investments, LLC

SELL
 -
-35.7K
Closed
$1.94M - $2.01M
0 $0
Aug 17, 2020 Q2 2020
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-9.64K
Closed
$524K - $542K
0 $0
Jul 28, 2020 Q2 2020
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-8.15K
Closed
$443K - $458K
0 $0
Jul 15, 2020 Q2 2020
Ritholtz Wealth Management

SELL
 -
-4.74K
Closed
$258K - $266K
0 $0
Aug 11, 2020 Q2 2020
Gratus Capital LLC

SELL
 -
-3.93K
Closed
$214K - $221K
0 $0
Jul 28, 2020 Q2 2020
Signal Point Asset Management, LLC

SELL
 -
-3.88K
Closed
$211K - $218K
0 $0
Aug 14, 2020 Q2 2020
Financial Advisors, LLC

Andover, MA
SELL
 -
-3.82K
Closed
$208K - $215K
0 $0
Aug 13, 2020 Q2 2020
Financial Gravity Asset Management, Inc.

SELL
 -
-969
Closed
$52.7K - $54.5K
0 $0
Aug 14, 2020 Q2 2020
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-864
Closed
$47K - $48.6K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-696
Closed
$37.8K - $39.1K
0 $0
Aug 11, 2020 Q2 2020
Cypress Capital Management LLC (Wy)

SELL
 -
-150
Closed
$8.15K - $8.44K
0 $0
Aug 04, 2020 Q2 2020
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-145
- 22.34%
$7.88K - $8.15K
504 $11.6K
Aug 14, 2020 Q2 2020
Financial Enhancement Group LLC

Anderson, IN
SELL
 -
-100
Closed
$5.44K - $5.62K
0 $0
Aug 06, 2020 Q2 2020
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-98
Closed
$5.33K - $5.51K
0 $0
Jul 30, 2020 Q2 2020
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-66
Closed
$3.59K - $3.71K
0 $0
Jul 27, 2020 Q2 2020
St. Johns Investment Management Company, LLC

SELL
 -
-54
Closed
$2.93K - $3.04K
0 $0
Aug 14, 2020 Q2 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-31
Closed
$1.68K - $1.74K
0 $0
Q1 2020
May 14, 2020 Q1 2020
Independent Advisor Alliance

SELL
 -
-225K
Closed
$11.3M - $12.6M
0 $0
Apr 24, 2020 Q1 2020
Ccg Wealth Management, LLC

SELL
 -
-70K
Closed
$3.52M - $3.93M
0 $0
May 08, 2020 Q1 2020
Strategic Financial Services, Inc,

Utica, NY
SELL
 -
-52.5K
Closed
$2.64M - $2.95M
0 $0
Apr 16, 2020 Q1 2020
Mayfair Advisory Group, LLC

Birmingham, AL
SELL
 -
-35.3K
Closed
$1.78M - $1.98M
0 $0
May 12, 2020 Q1 2020
Slow Capital, Inc.

SELL
 -
-31.7K
Closed
$1.59M - $1.78M
0 $0
May 14, 2020 Q1 2020
Element Wealth, LLC

SELL
 -
-30.8K
Closed
$1.55M - $1.73M
0 $0
May 15, 2020 Q1 2020
Alaska Permanent Capital Management

SELL
 -
-22.6K
Closed
$1.14M - $1.27M
0 $0
Jun 18, 2020 Q1 2020
Nova Point Capital, LLC

SELL
 -
-15K
Closed
$754K - $840K
0 $0
Aug 14, 2020 Q1 2020
Ackerman Capital Advisors, LLC

SELL
 -
-13.5K
Closed
$678K - $756K
0 $0
Apr 09, 2020 Q1 2020
Compass Ion Advisors, LLC

SELL
 -
-12K
Closed
$602K - $671K
0 $0
May 14, 2020 Q1 2020
Nomura Asset Management CO LTD

Tokyo, M0
SELL
 -
-9.03K
Closed
$454K - $506K
0 $0
May 07, 2020 Q1 2020
Ieq Capital, LLC

SELL
 -
-7.13K
Closed
$359K - $400K
0 $0
Apr 13, 2020 Q1 2020
Capital Investment Advisors, LLC

SELL
 -
-5.2K
Closed
$262K - $292K
0 $0
May 08, 2020 Q1 2020
Summit Asset Management, LLC

Memphis, TN
SELL
 -
-3.83K
Closed
$193K - $215K
0 $0
May 15, 2020 Q1 2020
Westwood Holdings Group Inc

Dallas, TX
SELL
 -
-304
Closed
$15.3K - $17.1K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-129
Closed
$6.49K - $7.24K
0 $0
May 09, 2023 Q1 2020
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
SELL
 -
-114
Closed
$5.74K - $6.39K
0 $0
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
May 08, 2020 Q1 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-12
Closed
$604 - $673
0 $0
Q4 2019
Feb 11, 2020 Q4 2019
Bhk Investment Advisors, LLC

SELL
 -
-42K
Closed
$2.23M - $2.27M
0 $0
Feb 12, 2020 Q4 2019
Wealthsource Partners, LLC

SELL
 -
-19.2K
Closed
$1.02M - $1.04M
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
First American Trust, Fsb

SELL
 -
-6.05K
Closed
$322K - $328K
0 $0
Feb 13, 2020 Q4 2019
Jacobsen Capital Management

SELL
 -
-4.23K
Closed
$225K - $229K
0 $0
Feb 14, 2020 Q4 2019
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-1.23K
Closed
$65.6K - $66.7K
0 $0
Jan 08, 2020 Q4 2019
Vista Private Wealth Partners. LLC

SELL
 -
-551
Closed
$29.3K - $29.8K
0 $0
Jan 22, 2020 Q4 2019
Barnett & Company, Inc.

SELL
 -
-400
Closed
$21.3K - $21.7K
0 $0
Jan 29, 2020 Q4 2019
Hoertkorn Richard Charles

SELL
 -
-350
Closed
$18.6K - $18.9K
0 $0

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