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
May 17, 2021 Q1 2021
Cbiz Investment Advisory Services, LLC

SELL
 -
-62
Closed
$3.33K - $3.47K
0 $0
May 04, 2021 Q1 2021
Grant Street Asset Management, Inc.

Canonsburg, PA
SELL
 -
-9
Closed
$484 - $504
0 $0
Q4 2020
Feb 12, 2021 Q4 2020
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-453K
Closed
$25.2M - $25.5M
0 $0
Feb 09, 2021 Q4 2020
Matrix Trust CO

SELL
 -
-195K
Closed
$10.8M - $11M
0 $0
Mar 09, 2021 Q4 2020
Tru Independence LLC

SELL
 -
-10.2K
Closed
$568K - $575K
0 $0
Feb 12, 2021 Q4 2020
Weik Capital Management

Wyomissing, PA
SELL
 -
-4.96K
Closed
$276K - $279K
0 $0
Feb 16, 2021 Q4 2020
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-4.76K
Closed
$264K - $268K
0 $0
Feb 12, 2021 Q4 2020
Armbruster Capital Management, Inc.

SELL
 -
-3.81K
Closed
$212K - $214K
0 $0
Feb 02, 2021 Q4 2020
Horan Capital Advisors, Llc.

Cincinnati, OH
SELL
 -
-1.78K
Closed
$99.1K - $100K
0 $0
Mar 28, 2023 Q4 2020
Prostatis Group LLC

Hanover, MD
SELL
 -
-1.37K
- 10.81%
$76.3K - $77.2K
11.3K $259K
Jan 14, 2021 Q4 2020
Vigilant Capital Management, LLC

SELL
 -
-504
Closed
$28K - $28.3K
0 $0
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

SELL
 -
-20
Closed
$1.11K - $1.12K
0 $0
Q3 2020
Oct 20, 2020 Q3 2020
Wall Capital Group, Inc.

SELL
 -
-91.5K
Closed
$5.13M - $5.21M
0 $0
Nov 05, 2020 Q3 2020
First Trust Advisors LP

Wheaton, IL
SELL
 -
-45.6K
Closed
$2.56M - $2.59M
0 $0
Nov 17, 2020 Q3 2020
Garde Capital, Inc.

Seattle, WA
SELL
 -
-42.4K
Closed
$2.38M - $2.41M
0 $0
Nov 12, 2020 Q3 2020
Wealthquest Corp

Cincinnati, OH
SELL
 -
-6.1K
Closed
$342K - $347K
0 $0
Oct 14, 2020 Q3 2020
Aprio Wealth Management, LLC

SELL
 -
-3.9K
Closed
$219K - $222K
0 $0
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
Nwk Group, Inc.

San Francisco, CA
SELL
 -
-1.16K
Closed
$63.3K - $65.5K
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 $11.5K
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
Apr 17, 2020 Q1 2020
Golden State Wealth Management, LLC

Santa Ana, CA
SELL
 -
-19K
Closed
$954K - $1.06M
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

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