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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.97K- 6.9% |
$179K - $190K
|
53.5K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.74K- 32.29% |
$169K - $179K
|
7.84K
$180K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.65K- 16.92% |
$165K - $175K
|
17.9K
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.58K- 12.17% |
$162K - $171K
|
25.8K
$592K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-3.5K- 12.99% |
$158K - $167K
|
23.4K
$537K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.49K- 30.49% |
$158K - $167K
|
7.97K
$183K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.46K- 7.69% |
$156K - $166K
|
41.6K
$952K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.45K- 13.65% |
$156K - $165K
|
21.8K
$500K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.39K- 3.37% |
$153K - $162K
|
97.2K
$2.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.33K- 3.74% |
$150K - $159K
|
85.5K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.27K- 1.88% |
$148K - $157K
|
171K
$3.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-3.19K- 38.22% |
$144K - $153K
|
5.15K
$118K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.18K- 4.65% |
$144K - $152K
|
65.2K
$1.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.09K- 3.49% |
$140K - $148K
|
85.5K
$1.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.97K- 23.0% |
$134K - $142K
|
9.94K
$228K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.88K- 17.2% |
$130K - $138K
|
13.9K
$318K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.84K- 31.13% |
$128K - $136K
|
6.28K
$144K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.73K- 4.81% |
$123K - $131K
|
54K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.6K- 6.73% |
$118K - $125K
|
36K
$826K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.52K- 2.87% |
$114K - $120K
|
85.1K
$1.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.51K- 88.88% |
$113K - $120K
|
314
$7.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.49K- 34.85% |
$113K - $119K
|
4.66K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.39K- 10.31% |
$108K - $114K
|
20.8K
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.37K- 1.67% |
$107K - $113K
|
139K
$3.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.33K- 5.05% |
$105K - $112K
|
43.9K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.25K- 1.85% |
$102K - $108K
|
119K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.17K- 4.82% |
$98.2K - $104K
|
42.9K
$983K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.15K- 17.42% |
$97K - $103K
|
10.2K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.08K- 2.23% |
$94.1K - $99.7K
|
91.3K
$2.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.88K- 14.86% |
$84.9K - $89.9K
|
10.8K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.68K- 26.68% |
$76.1K - $80.6K
|
4.62K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.51K- 0.45% |
$68.1K - $72.1K
|
332K
$7.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 7.43% |
$67.2K - $71.1K
|
18.5K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.46K- 9.18% |
$66.1K - $70K
|
14.5K
$332K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.44K- 8.59% |
$64.9K - $68.7K
|
15.3K
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.37K- 26.35% |
$61.7K - $65.4K
|
3.82K
$87.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.36K- 4.43% |
$61.4K - $65.1K
|
29.3K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.31K- 8.0% |
$59.2K - $62.7K
|
15.1K
$345K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.3K- 16.15% |
$58.8K - $62.2K
|
6.75K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.3K- 3.09% |
$58.5K - $62K
|
40.6K
$931K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.28K- 2.67% |
$58K - $61.4K
|
46.8K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.27K- 21.73% |
$57.3K - $60.7K
|
4.57K
$105K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.24K- 0.49% |
$56.1K - $59.5K
|
251K
$5.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.24K- 18.55% |
$56.1K - $59.4K
|
5.45K
$125K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 6.06% |
$55.9K - $59.2K
|
19.2K
$439K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.23K- 4.19% |
$55.6K - $58.9K
|
28.2K
$645K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.2K- 2.34% |
$54.4K - $57.6K
|
50.2K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.18K- 1.73% |
$53.5K - $56.6K
|
67K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.15K- 6.39% |
$52K - $55.1K
|
16.8K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.14K- 45.27% |
$51.5K - $54.5K
|
1.38K
$31.6K
|