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
Jan 24, 2019 Q4 2018
Farmers & Merchants Investments Inc

SELL
 -
-25
Closed
N/A
0 $0
Jan 18, 2019 Q4 2018
Westbourne Investment Advisors, Inc.

SELL
 -
-1.97K
Closed
N/A
0 $0
Jan 15, 2019 Q4 2018
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-1K
Closed
N/A
0 $0
Jan 07, 2019 Q4 2018
Boltwood Capital Management

SELL
 -
-58.6K
Closed
N/A
0 $0
Q3 2018
Nov 14, 2018 Q3 2018
York Bridge Wealth Partners, LLC

SELL
 -
-181
Closed
N/A
0 $0
Nov 14, 2018 Q3 2018
Everett Harris & CO

BUY
 -
700
+ 15.73%
N/A
5.15K $121K
Nov 14, 2018 Q3 2018
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-1.1K
Closed
N/A
0 $0
Nov 13, 2018 Q3 2018
Midwest Professional Planners, Ltd.

Wausau, WI
SELL
 -
-129
Closed
N/A
0 $0
Nov 13, 2018 Q3 2018
Credit Suisse Ag

Zurich, V8
SELL
 -
-4.02K
Closed
N/A
0 $0
Nov 08, 2018 Q3 2018
Madden Advisory Services, Inc.

SELL
 -
-18.4K
Closed
N/A
0 $0
Nov 05, 2018 Q3 2018
Efficient Advisors, LLC

SELL
 -
-2.83K
Closed
N/A
0 $0
Oct 11, 2018 Q3 2018
Northwest Wealth Management, LLC

SELL
 -
-562
Closed
N/A
0 $0
Q2 2018
Aug 14, 2018 Q2 2018
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
233
New
N/A
233 $5.45K
Aug 13, 2018 Q2 2018
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-50.3K
Closed
N/A
0 $0
Aug 10, 2018 Q2 2018
Novare Capital Management LLC

SELL
 -
-33.5K
Closed
N/A
0 $0
Aug 09, 2018 Q2 2018
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-26
Closed
N/A
0 $0
Aug 07, 2018 Q2 2018
Relaxing Retirement Coach

SELL
 -
-8.42K
Closed
N/A
0 $0
Aug 07, 2018 Q2 2018
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-6.04K
Closed
N/A
0 $0
Jul 23, 2018 Q2 2018
Seneca House Advisors

SELL
 -
-11.5K
Closed
N/A
0 $0
Jul 23, 2018 Q2 2018
Delta Asset Management LLC

Memphis, TN
SELL
 -
-2K
Closed
N/A
0 $0
Q1 2018
May 15, 2018 Q1 2018
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-1.31K
Closed
N/A
0 $0
May 14, 2018 Q1 2018
Virtu Financial LLC

New York, NY
SELL
 -
-1.21K
- 22.91%
N/A
4.08K $95.4K
May 04, 2018 Q1 2018
Pathway Financial Advisors LLC

SELL
 -
-1.18K
Closed
N/A
0 $0
Apr 27, 2018 Q1 2018
Mengis Capital Management, Inc.

SELL
 -
-4.24K
Closed
N/A
0 $0
Apr 16, 2018 Q1 2018
Santori & Peters, Inc.

SELL
 -
-472
Closed
N/A
0 $0
Apr 10, 2018 Q1 2018
Norway Savings Bank

SELL
 -
-1.9K
Closed
N/A
0 $0
Q4 2017
Feb 15, 2018 Q4 2017
Aspen Investment Management Inc

Grand Rapids, MI
SELL
 -
-4K
Closed
N/A
0 $0
Feb 09, 2018 Q4 2017
Mcia Inc

SELL
 -
-315
Closed
N/A
0 $0
Q3 2017
Nov 14, 2017 Q3 2017
Covington Capital Management

BUY
 -
984
New
N/A
984 $23K
Nov 14, 2017 Q3 2017
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
1
New
N/A
1 $23.4
Nov 14, 2017 Q3 2017
Old Mission Capital LLC

BUY
 CALL
40.4K
New
N/A
40.4K $945K
Nov 08, 2017 Q3 2017
D.A. Davidson & Co.

SELL
 -
-1.09K
Closed
N/A
0 $0
Q1 2017
Dec 21, 2023 Q1 2017
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-4.01K
Closed
N/A
0 $0

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