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 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.24K- 2.17% |
$121K - $123K
|
101K
$2.31M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.26K- 6.83% |
$122K - $124K
|
30.7K
$706K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-2.51K- 0.25% |
$136K - $139K
|
1.01M
$23.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.71K- 70.58% |
$147K - $150K
|
1.13K
$26K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.81K- 2.47% |
$152K - $155K
|
111K
$2.55M
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.87K- 10.0% |
$156K - $159K
|
25.9K
$594K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.03K- 18.57% |
$164K - $167K
|
13.3K
$305K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.24K- 35.88% |
$176K - $178K
|
5.78K
$133K
|
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.49K- 43.39% |
$189K - $192K
|
4.55K
$105K
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.52K- 8.77% |
$191K - $194K
|
36.6K
$840K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.61KClosed |
$196K - $199K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.64K- 37.35% |
$197K - $201K
|
6.1K
$140K
|
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.77K- 10.54% |
$205K - $208K
|
32K
$736K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.78KClosed |
$205K - $209K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.85KClosed |
$209K - $212K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-3.97K- 23.93% |
$216K - $219K
|
12.6K
$290K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.02K- 14.65% |
$218K - $222K
|
23.4K
$538K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.12KClosed |
$224K - $227K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
SELL
|
- |
-4.33K- 3.58% |
$235K - $239K
|
116K
$2.67M
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.33KClosed |
$235K - $239K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.35K- 53.03% |
$236K - $240K
|
3.85K
$88.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-4.77KClosed |
$259K - $263K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.78K- 2.77% |
$259K - $264K
|
168K
$3.85M
|
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
SELL
|
- |
-4.91KClosed |
$266K - $271K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5.08K- 11.34% |
$276K - $280K
|
39.7K
$913K
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-5.13KClosed |
$278K - $283K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-5.28KClosed |
$287K - $291K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.67K- 22.29% |
$307K - $313K
|
19.8K
$454K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-6.24K- 14.8% |
$338K - $344K
|
35.9K
$825K
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-6.9K- 6.65% |
$375K - $381K
|
96.9K
$2.23M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.34K- 1.37% |
$398K - $405K
|
527K
$12.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-7.42K- 3.51% |
$403K - $409K
|
204K
$4.68M
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
SELL
|
- |
-7.96K- 3.04% |
$432K - $439K
|
254K
$5.83M
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-8.3K- 2.67% |
$451K - $458K
|
302K
$6.95M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-8.34K- 7.94% |
$452K - $460K
|
96.6K
$2.22M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.15K- 22.06% |
$496K - $505K
|
32.3K
$742K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-9.45K- 3.31% |
$513K - $521K
|
276K
$6.34M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-9.47KClosed |
$514K - $523K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-9.5K- 16.49% |
$516K - $524K
|
48.1K
$1.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9.65K- 25.86% |
$524K - $532K
|
27.7K
$636K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 21.82% |
$555K - $565K
|
36.7K
$843K
|
|
|
Oct 21, 2021
Q3 2021
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-11.5K- 13.66% |
$626K - $637K
|
72.9K
$1.68M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-11.7K- 6.09% |
$635K - $645K
|
181K
$4.15M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-12.2K- 3.75% |
$660K - $671K
|
312K
$7.17M
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-15.4K- 14.15% |
$835K - $849K
|
93.4K
$2.14M
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
SELL
|
- |
-16.8K- 8.44% |
$910K - $926K
|
182K
$4.18M
|
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-17.8KClosed |
$968K - $984K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.2KClosed |
$986K - $1M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-18.2K- 40.5% |
$988K - $1M
|
26.7K
$614K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.3K- 5.88% |
$993K - $1.01M
|
293K
$6.73M
|