Latest Institutional Transactions on Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

This table provides information on the latest institutional transactions involving Schwab Us Aggregate Bond ETF (SCHZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

SELL
 -
-20
Closed
$1.11K - $1.12K
0 $0
Jan 14, 2021 Q4 2020
Vigilant Capital Management, LLC

SELL
 -
-504
Closed
$28K - $28.3K
0 $0
Q3 2020
Nov 12, 2020 Q3 2020
Clearbridge Investments, LLC

New York, NY
SELL
 -
-95
Closed
$5.33K - $5.41K
0 $0
Nov 12, 2020 Q3 2020
Wealthquest Corp

Cincinnati, OH
SELL
 -
-6.1K
Closed
$342K - $347K
0 $0
Nov 05, 2020 Q3 2020
First Trust Advisors LP

Wheaton, IL
SELL
 -
-45.6K
Closed
$2.56M - $2.59M
0 $0
Oct 23, 2020 Q3 2020
Cypress Wealth Services, LLC

BUY
 PUT
62.9K
New
$3.53M - $3.58M
62.9K $1.47M
Oct 20, 2020 Q3 2020
Wall Capital Group, Inc.

SELL
 -
-91.5K
Closed
$5.13M - $5.21M
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
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.59K
+ 30.2%
$86.4K - $89.4K
6.85K $160K
Sep 11, 2020 Q2 2020
Fin Trust Capital Advisors, LLC

BUY
 -
68
New
$3.7K - $3.82K
68 $1.59K
Aug 17, 2020 Q2 2020
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-9.64K
Closed
$524K - $542K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-696
Closed
$37.8K - $39.1K
0 $0
Aug 14, 2020 Q2 2020
Capital Wealth Planning, LLC

SELL
 -
-49.5K
Closed
$2.69M - $2.78M
0 $0
Aug 14, 2020 Q2 2020
Financial Enhancement Group LLC

Anderson, IN
SELL
 -
-100
Closed
$5.44K - $5.62K
0 $0
Aug 14, 2020 Q2 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-31
Closed
$1.68K - $1.74K
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
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 11, 2020 Q2 2020
Gratus Capital LLC

SELL
 -
-3.93K
Closed
$214K - $221K
0 $0
Aug 11, 2020 Q2 2020
Cypress Capital Management LLC (Wy)

SELL
 -
-150
Closed
$8.15K - $8.44K
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 28, 2020 Q2 2020
Signal Point Asset Management, LLC

SELL
 -
-3.88K
Closed
$211K - $218K
0 $0
Jul 28, 2020 Q2 2020
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-8.15K
Closed
$443K - $458K
0 $0
Jul 27, 2020 Q2 2020
St. Johns Investment Management Company, LLC

SELL
 -
-54
Closed
$2.93K - $3.04K
0 $0
Jul 15, 2020 Q2 2020
Ritholtz Wealth Management

SELL
 -
-4.74K
Closed
$258K - $266K
0 $0
Q1 2020
May 09, 2023 Q1 2020
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
SELL
 -
-114
Closed
$5.74K - $6.39K
0 $0
Aug 14, 2020 Q1 2020
Ackerman Capital Advisors, LLC

SELL
 -
-13.5K
Closed
$678K - $756K
0 $0
Jun 18, 2020 Q1 2020
Nova Point Capital, LLC

SELL
 -
-15K
Closed
$754K - $840K
0 $0
May 15, 2020 Q1 2020
Alaska Permanent Capital Management

SELL
 -
-22.6K
Closed
$1.14M - $1.27M
0 $0
May 15, 2020 Q1 2020
Westwood Holdings Group Inc

Dallas, TX
SELL
 -
-304
Closed
$15.3K - $17.1K
0 $0
May 14, 2020 Q1 2020
Element Wealth, LLC

SELL
 -
-30.8K
Closed
$1.55M - $1.73M
0 $0
May 14, 2020 Q1 2020
Nomura Asset Management CO LTD

Tokyo, M0
SELL
 -
-9.03K
Closed
$454K - $506K
0 $0
May 12, 2020 Q1 2020
Slow Capital, Inc.

SELL
 -
-31.7K
Closed
$1.59M - $1.78M
0 $0
May 08, 2020 Q1 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-12
Closed
$604 - $673
0 $0
May 08, 2020 Q1 2020
Summit Asset Management, LLC

Memphis, TN
SELL
 -
-3.83K
Closed
$193K - $215K
0 $0
May 08, 2020 Q1 2020
Strategic Financial Services, Inc,

Utica, NY
SELL
 -
-52.5K
Closed
$2.64M - $2.95M
0 $0
May 07, 2020 Q1 2020
Ieq Capital, LLC

SELL
 -
-7.13K
Closed
$359K - $400K
0 $0
May 07, 2020 Q1 2020
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
37
New
$1.86K - $2.08K
37 $866
Apr 30, 2020 Q1 2020
Tarbox Family Office, Inc.

SELL
 -
-15
Closed
$755 - $841
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-129
Closed
$6.49K - $7.24K
0 $0
Apr 29, 2020 Q1 2020
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-13
Closed
$654 - $729
0 $0
Apr 24, 2020 Q1 2020
Ccg Wealth Management, LLC

SELL
 -
-70K
Closed
$3.52M - $3.93M
0 $0
Apr 17, 2020 Q1 2020
Golden State Wealth Management, LLC

Santa Ana, CA
SELL
 -
-19K
Closed
$954K - $1.06M
0 $0
Apr 16, 2020 Q1 2020
Mayfair Advisory Group, LLC

Birmingham, AL
SELL
 -
-35.3K
Closed
$1.78M - $1.98M
0 $0
Apr 13, 2020 Q1 2020
Capital Investment Advisors, LLC

SELL
 -
-5.2K
Closed
$262K - $292K
0 $0
Apr 09, 2020 Q1 2020
Compass Ion Advisors, LLC

SELL
 -
-12K
Closed
$602K - $671K
0 $0
Q4 2019
May 15, 2020 Q4 2019
Massmutual Trust CO Fsb

SELL
 -
-262
Closed
$13.9K - $14.2K
0 $0

Track Institutional and Insider Activities on SCHZ

Follow SCHWAB US AGGREGATE BOND ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHZ shares.

Notify only if

Insider Trading

Get notified when an Schwab Us Aggregate Bond ETF insider buys or sells SCHZ shares.

Notify only if

News

Receive news related to SCHWAB US AGGREGATE BOND ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHZ