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 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-226- 0.59% |
$10.2K - $10.8K
|
37.9K
$869K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-219- 0.42% |
$9.9K - $10.5K
|
51.7K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-206- 13.71% |
$9.31K - $9.86K
|
1.3K
$29.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-203- 1.1% |
$9.18K - $9.72K
|
18.2K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-184- 19.27% |
$8.32K - $8.81K
|
771
$17.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-179- 2.23% |
$8.09K - $8.57K
|
7.86K
$180K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-160- 0.59% |
$7.23K - $7.66K
|
27K
$620K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-146- 1.09% |
$6.6K - $6.99K
|
13.3K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-144- 1.1% |
$6.51K - $6.89K
|
12.9K
$296K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-140- 14.72% |
$6.33K - $6.7K
|
811
$18.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-133- 0.51% |
$6.01K - $6.37K
|
26.1K
$598K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-125- 1.29% |
$5.65K - $5.98K
|
9.6K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-123- 0.24% |
$5.56K - $5.89K
|
50.6K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-122- 2.13% |
$5.51K - $5.84K
|
5.6K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-119- 0.63% |
$5.38K - $5.7K
|
18.8K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-117- 2.38% |
$5.29K - $5.6K
|
4.8K
$110K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-115- 0.36% |
$5.2K - $5.51K
|
31.8K
$728K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-106- 0.71% |
$4.79K - $5.07K
|
14.8K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-101- 2.95% |
$4.57K - $4.83K
|
3.33K
$76.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-100- 65.36% |
$4.52K - $4.79K
|
53
$1.21K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-97- 0.07% |
$4.38K - $4.64K
|
140K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-88- 0.39% |
$3.98K - $4.21K
|
22.4K
$514K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-84- 0.77% |
$3.8K - $4.02K
|
10.8K
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-76- 0.19% |
$3.44K - $3.64K
|
39.2K
$898K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-72- 14.17% |
$3.25K - $3.45K
|
436
$9.99K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-59- 0.46% |
$2.67K - $2.82K
|
12.7K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-55- 2.91% |
$2.49K - $2.63K
|
1.84K
$42.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-43- 0.56% |
$1.94K - $2.06K
|
7.58K
$174K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-43- 79.63% |
$1.94K - $2.06K
|
11
$252
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18- 1.06% |
$814 - $862
|
1.68K
$38.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-17- 0.47% |
$768 - $814
|
3.64K
$83.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-11- 0.41% |
$497 - $527
|
2.65K
$60.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10- 9.17% |
$452 - $479
|
99
$2.27K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-10- 0.2% |
$452 - $479
|
4.93K
$113K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-8- 0.03% |
$362 - $383
|
26.9K
$617K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-7- 0.07% |
$316 - $335
|
9.82K
$225K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1- 0.01% |
$45.2 - $47.9
|
18.1K
$415K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1- 7.69% |
$45.2 - $47.9
|
12
$275
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-148K- 95.14% |
$6.62M - $6.81M
|
7.57K
$174K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-111K- 9.27% |
$4.95M - $5.1M
|
1.08M
$24.8M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-24.1K- 12.7% |
$1.08M - $1.11M
|
165K
$3.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.9K- 25.9% |
$667K - $687K
|
42.7K
$979K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-8.51K- 6.5% |
$380K - $391K
|
122K
$2.81M
|
|
|
Jul 29, 2024
Q2 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-6.89K- 3.78% |
$308K - $317K
|
176K
$4.02M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-6.18K- 34.58% |
$276K - $284K
|
11.7K
$268K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.26K- 37.08% |
$190K - $196K
|
7.23K
$166K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-3K- 39.62% |
$134K - $138K
|
4.57K
$105K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.56K- 28.9% |
$114K - $118K
|
6.29K
$144K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-2.38K- 27.13% |
$106K - $110K
|
6.4K
$147K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1.8K- 50.0% |
$80.4K - $82.8K
|
1.8K
$41.3K
|
|