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 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.82K- 1.77% |
$221K - $228K
|
267K
$6.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.39K- 9.11% |
$63.7K - $65.7K
|
13.8K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-575- 6.98% |
$26.4K - $27.2K
|
7.66K
$175K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-376- 5.75% |
$17.2K - $17.8K
|
6.16K
$141K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-370- 5.72% |
$17K - $17.5K
|
6.1K
$139K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-370- 5.72% |
$17K - $17.5K
|
6.1K
$139K
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-316- 5.94% |
$14.5K - $15K
|
5.01K
$114K
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-150- 3.13% |
$6.88K - $7.1K
|
4.65K
$106K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-80- 1.35% |
$3.67K - $3.79K
|
5.86K
$134K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-70- 0.35% |
$3.21K - $3.31K
|
20.2K
$461K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 1.38% |
$138 - $142
|
214
$4.89K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-19.6KClosed |
$890K - $932K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.44K- 16.73% |
$247K - $258K
|
27.1K
$619K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.05K- 29.52% |
$92.9K - $97.2K
|
4.89K
$112K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.29K- 5.5% |
$58.2K - $61K
|
22.1K
$504K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-697- 10.9% |
$31.6K - $33.1K
|
5.7K
$130K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-470- 9.36% |
$21.3K - $22.3K
|
4.55K
$104K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-165- 2.6% |
$7.48K - $7.83K
|
6.18K
$141K
|
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-145- 1.66% |
$6.57K - $6.88K
|
8.58K
$196K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-113- 76.87% |
$5.12K - $5.36K
|
34
$777
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-100- 1.8% |
$4.53K - $4.74K
|
5.45K
$125K
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-90- 1.81% |
$4.08K - $4.27K
|
4.9K
$112K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-57.4K- 85.11% |
$2.53M - $2.7M
|
10K
$229K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-28.2K- 61.32% |
$1.24M - $1.32M
|
17.8K
$406K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-21.9K- 33.06% |
$965K - $1.03M
|
44.4K
$1.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11.5KClosed |
$505K - $539K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-10.9K- 20.92% |
$480K - $513K
|
41.2K
$942K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.97KClosed |
$219K - $234K
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-2.62K- 27.67% |
$115K - $123K
|
6.84K
$156K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.49K- 7.75% |
$110K - $117K
|
29.6K
$678K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.59K- 15.1% |
$70.1K - $74.9K
|
8.95K
$205K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.29K- 20.53% |
$56.6K - $60.4K
|
4.98K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-938- 13.58% |
$41.3K - $44.1K
|
5.97K
$136K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-776- 7.29% |
$34.2K - $36.5K
|
9.87K
$226K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-675- 3.62% |
$29.7K - $31.7K
|
18K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-672- 3.31% |
$29.6K - $31.6K
|
19.6K
$448K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-435- 56.79% |
$19.2K - $20.5K
|
331
$7.57K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-420- 5.0% |
$18.5K - $19.8K
|
7.98K
$182K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-132- 44.59% |
$5.81K - $6.21K
|
164
$3.75K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-46.2K- 44.01% |
$2.08M - $2.27M
|
58.8K
$1.34M
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-11.1K- 37.93% |
$501K - $547K
|
18.2K
$417K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.04K- 83.93% |
$362K - $395K
|
1.54K
$35.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4.79K- 5.43% |
$216K - $235K
|
83.5K
$1.91M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.42K- 4.0% |
$154K - $168K
|
82.2K
$1.88M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.05K- 37.89% |
$137K - $150K
|
5K
$114K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.36K- 98.75% |
$106K - $116K
|
30
$686
|
|
|
Oct 27, 2022
Q3 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-1.78K- 26.18% |
$80.2K - $87.5K
|
5.03K
$115K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.68K- 27.06% |
$75.7K - $82.6K
|
4.54K
$104K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.28KClosed |
$57.4K - $62.7K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.11K- 73.06% |
$49.9K - $54.4K
|
409
$9.35K
|
|