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
Jul 20, 2022 Q2 2022
Lutz Financial Services LLC

SELL
 -
-7.17K
- 46.71%
$334K - $361K
8.18K $188K
Aug 04, 2022 Q2 2022
Schaper Benz & Wise Investment Counsel Inc

SELL
 -
-7.06K
Closed
$329K - $355K
0 $0
Aug 08, 2022 Q2 2022
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-6.84K
Closed
$319K - $344K
0 $0
Aug 03, 2022 Q2 2022
Sja Financial Advisory, LLC

SELL
 -
-6.75K
Closed
$315K - $340K
0 $0
Aug 03, 2022 Q2 2022
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-6.39K
Closed
$298K - $322K
0 $0
Aug 11, 2022 Q2 2022
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-6.37K
Closed
$297K - $321K
0 $0
Aug 08, 2022 Q2 2022
Davis R M Inc

Portland, ME
SELL
 -
-6K
Closed
$280K - $302K
0 $0
Aug 03, 2022 Q2 2022
Strategic Financial Planning, Inc.

SELL
 -
-5K
Closed
$233K - $252K
0 $0
Aug 11, 2022 Q2 2022
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-4.81K
Closed
$224K - $242K
0 $0
Aug 11, 2022 Q2 2022
Southern Wealth Management, LLP

Dallas, TX
SELL
 -
-4.55K
Closed
$212K - $229K
0 $0
Jul 13, 2022 Q2 2022
Youngs Advisory Group, Inc.

SELL
 -
-4.07K
Closed
$190K - $205K
0 $0
Jul 19, 2022 Q2 2022
Spinnaker Investment Group, LLC

SELL
 -
-4.05K
Closed
$189K - $204K
0 $0
Jul 12, 2022 Q2 2022
John W. Brooker & Co., Cp As

SELL
 -
-3.56K
- 81.63%
$166K - $179K
802 $18.4K
Jul 05, 2022 Q2 2022
Future Financial Wealth Managment LLC

SELL
 -
-3.03K
Closed
$141K - $153K
0 $0
Aug 10, 2022 Q2 2022
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-2.45K
- 15.76%
$114K - $123K
13.1K $301K
Jul 21, 2022 Q2 2022
Savior LLC

SELL
 -
-2.35K
Closed
$110K - $118K
0 $0
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

SELL
 -
-2.25K
Closed
$105K - $113K
0 $0
Jul 22, 2022 Q2 2022
Prairie View Partners, LLC

SELL
 -
-1.1K
Closed
$51K - $55.1K
0 $0
Jul 20, 2022 Q2 2022
Mc Carthy Asset Management, Inc.

SELL
 -
-770
Closed
$35.9K - $38.8K
0 $0
Aug 05, 2022 Q2 2022
Clear Investment Research, LLC

SELL
 -
-750
Closed
$35K - $37.8K
0 $0
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-625
- 2.65%
$29.1K - $31.5K
23K $527K
Jul 18, 2022 Q2 2022
Strategic Capital Advisers, Inc.

SELL
 -
-330
- 0.9%
$15.4K - $16.6K
36.2K $831K
Jul 25, 2022 Q2 2022
Morris Financial Concepts, Inc.

SELL
 -
-308
Closed
$14.4K - $15.5K
0 $0
Jul 21, 2022 Q2 2022
Cra Financial Services, LLC

SELL
 -
-272
- 6.02%
$12.7K - $13.7K
4.25K $97.5K
Jul 18, 2022 Q2 2022
Clean Yield Group

SELL
 -
-250
Closed
$11.7K - $12.6K
0 $0
Jul 25, 2022 Q2 2022
Arlington Partners LLC

SELL
 -
-184
- 80.7%
$8.58K - $9.27K
44 $1.01K
Aug 15, 2022 Q2 2022
Alterity Financial Group, LLC

Bangor, ME
SELL
 -
-119
- 2.56%
$5.55K - $5.99K
4.53K $104K
Jul 22, 2022 Q2 2022
Pacifica Partners Inc.

SELL
 -
-107
Closed
$4.99K - $5.39K
0 $0
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-94
- 2.11%
$4.38K - $4.73K
4.36K $100K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-55
- 5.19%
$2.56K - $2.77K
1.01K $23.1K
Q1 2022
May 12, 2022 Q1 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
SELL
 -
-550K
Closed
$27.5M - $29.4M
0 $0
May 16, 2022 Q1 2022
Alberta Investment Management Corp

Edmonton, A0
SELL
 -
-400K
Closed
$20M - $21.4M
0 $0
May 13, 2022 Q1 2022
G2 Capital Management, LLC

Columbus, OH
SELL
 -
-200K
Closed
$10M - $10.7M
0 $0
Apr 19, 2022 Q1 2022
Mason & Associates Inc

SELL
 -
-86.2K
Closed
$4.31M - $4.61M
0 $0
May 09, 2022 Q1 2022
Commerce Bank

Kansas City, MO
SELL
 -
-25.3K
Closed
$1.26M - $1.35M
0 $0
Apr 26, 2022 Q1 2022
First National Corp

SELL
 -
-20.8K
Closed
$1.04M - $1.11M
0 $0
May 02, 2022 Q1 2022
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-20.4K
Closed
$1.02M - $1.09M
0 $0
Apr 12, 2022 Q1 2022
Eidelman Virant Capital

SELL
 -
-18.5K
Closed
$924K - $988K
0 $0
May 13, 2022 Q1 2022
Fiduciary Group LLC

Savannah, GA
SELL
 -
-18.5K
Closed
$923K - $987K
0 $0
Apr 29, 2022 Q1 2022
Columbia Advisory Partners LLC

SELL
 -
-15.5K
Closed
$776K - $830K
0 $0
Apr 22, 2022 Q1 2022
Kovitz Investment Group Partners, LLC

SELL
 -
-10.9K
Closed
$546K - $583K
0 $0
May 13, 2022 Q1 2022
Trinity Point Wealth, LLC

SELL
 -
-10.5K
Closed
$523K - $559K
0 $0
May 13, 2022 Q1 2022
Fca Corp

Houston, TX
SELL
 -
-10.1K
Closed
$505K - $540K
0 $0
Apr 21, 2022 Q1 2022
Cwa Asset Management Group, LLC

SELL
 -
-7.13K
Closed
$357K - $382K
0 $0
May 09, 2022 Q1 2022
River Wealth Advisors LLC

Camp Hill, PA
SELL
 -
-5.59K
Closed
$280K - $299K
0 $0
May 10, 2022 Q1 2022
Goldstein Munger & Associates

San Ramon, CA
SELL
 -
-5.23K
Closed
$262K - $280K
0 $0
May 13, 2022 Q1 2022
Neuberger Berman Group LLC

New York, NY
SELL
 -
-5.04K
Closed
$252K - $270K
0 $0
May 02, 2022 Q1 2022
Security National Bank Of So Dak

Sioux City, IA
SELL
 -
-4.77K
Closed
$239K - $255K
0 $0
Apr 25, 2022 Q1 2022
Mission Wealth Management, LP

SELL
 -
-4.47K
Closed
$224K - $239K
0 $0

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