Purchases and Sales Made in Q3 2021 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q3 2021. The information is specifically focused on institutions that hold shares of SCHWAB US AGGREGATE BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.12M+ 6.13% |
$60.9M - $61.9M
|
19.4M
$443M
|
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
959K+ 72.67% |
$52M - $52.9M
|
2.28M
$52M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
506KNew |
$27.5M - $27.9M
|
506K
$11.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
466K+ 192.37% |
$25.3M - $25.7M
|
708K
$16.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
450KNew |
$24.4M - $24.8M
|
450K
$10.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
400K+ 8.29% |
$21.7M - $22M
|
5.22M
$119M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
287KNew |
$15.6M - $15.8M
|
287K
$6.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
250K+ 36.51% |
$13.6M - $13.8M
|
935K
$21.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
200K+ 100.0% |
$10.9M - $11M
|
400K
$9.12M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
192K+ 5.75% |
$10.4M - $10.6M
|
3.53M
$80.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
192K+ 1623.46% |
$10.4M - $10.6M
|
203K
$4.64M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
166K+ 7.41% |
$8.99M - $9.15M
|
2.4M
$54.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
120K+ 10.45% |
$6.52M - $6.62M
|
1.27M
$28.9M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
107K+ 8.8% |
$5.78M - $5.88M
|
1.32M
$30.1M
|
|
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
100K+ 42.39% |
$5.43M - $5.52M
|
336K
$7.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.6KNew |
$5.24M - $5.33M
|
96.6K
$2.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
89.1K+ 2.88% |
$4.83M - $4.92M
|
3.18M
$72.5M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
86.1K+ 8.08% |
$4.67M - $4.75M
|
1.15M
$26.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
81K+ 7.21% |
$4.39M - $4.47M
|
1.2M
$27.5M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
64.6K+ 89.37% |
$3.51M - $3.57M
|
137K
$3.12M
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
60K+ 22.71% |
$3.25M - $3.31M
|
324K
$7.39M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
56.4KNew |
$3.06M - $3.11M
|
56.4K
$1.29M
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
56.3KNew |
$3.06M - $3.11M
|
56.3K
$1.28M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
56.1K+ 1.58% |
$3.04M - $3.09M
|
3.6M
$82M
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
52.2K+ 8.51% |
$2.83M - $2.88M
|
666K
$15.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
48.4K+ 11.37% |
$2.63M - $2.67M
|
474K
$10.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
42.7KNew |
$2.32M - $2.35M
|
42.7K
$973K
|
|
|
Oct 15, 2021
Q3 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
39.6K+ 4.62% |
$2.15M - $2.19M
|
898K
$20.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
36.4K+ 5.75% |
$1.97M - $2.01M
|
669K
$15.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
36.2K+ 3.04% |
$1.96M - $2M
|
1.23M
$28M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.8K+ 27.99% |
$1.94M - $1.97M
|
164K
$3.73M
|
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
30.1K+ 13.06% |
$1.63M - $1.66M
|
261K
$5.95M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
29.8K+ 515.88% |
$1.62M - $1.64M
|
35.6K
$811K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.9KNew |
$1.57M - $1.59M
|
28.9K
$658K
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
28KNew |
$1.52M - $1.54M
|
28K
$639K
|
|
|
Nov 05, 2021
Q3 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
27.7K+ 11.45% |
$1.5M - $1.53M
|
269K
$6.14M
|
|
|
Oct 12, 2021
Q3 2021
|
Ota Financial Group L.P.
|
BUY
|
- |
27.5KNew |
$1.49M - $1.51M
|
27.5K
$626K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
26.9K+ 22.28% |
$1.46M - $1.48M
|
147K
$3.36M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
24.6K+ 4.18% |
$1.33M - $1.36M
|
613K
$14M
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
24.6K+ 4.18% |
$1.33M - $1.36M
|
613K
$14M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.2K+ 6.13% |
$1.2M - $1.22M
|
384K
$8.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18.3K+ 12.41% |
$995K - $1.01M
|
166K
$3.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
18.2KNew |
$990K - $1.01M
|
18.2K
$416K
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
16.2K+ 5.37% |
$877K - $891K
|
317K
$7.23M
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
15.5K+ 64.58% |
$842K - $856K
|
39.6K
$902K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
15.4K+ 59.04% |
$835K - $849K
|
41.4K
$945K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.2K+ 561.4% |
$772K - $785K
|
16.8K
$383K
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
12.9K+ 9.03% |
$698K - $710K
|
155K
$3.54M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12.8K+ 6.66% |
$695K - $707K
|
205K
$4.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.7K+ 38.14% |
$689K - $700K
|
46K
$1.05M
|