Latest Institutional Sells of Schwab Us Aggregate Bond ETF (SCHZ)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-66.4K- 93.3% |
$1.5M - $3.16M
|
4.77K
$108K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-39.4K- 21.35% |
$893K - $1.87M
|
145K
$3.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.42K- 1.15% |
$168K - $353K
|
636K
$14.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.73K- 0.39% |
$152K - $320K
|
1.73M
$39.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.93K- 4.52% |
$112K - $234K
|
104K
$2.36M
|
|
| Q3 2024 | |||||||
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-310K- 97.45% |
$14M - $14.8M
|
8.11K
$184K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-284K- 16.62% |
$12.8M - $13.6M
|
1.42M
$32.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-263K- 7.74% |
$11.9M - $12.6M
|
3.14M
$71.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-159K- 74.55% |
$7.2M - $7.63M
|
54.4K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-117K- 64.29% |
$5.31M - $5.62M
|
65.2K
$1.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-114K- 5.27% |
$5.15M - $5.46M
|
2.05M
$46.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-79K- 38.86% |
$3.57M - $3.78M
|
124K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-58.6K- 3.47% |
$2.65M - $2.81M
|
1.63M
$37.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-44.7K- 61.59% |
$2.02M - $2.14M
|
27.9K
$633K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-40.7K- 2.4% |
$1.84M - $1.95M
|
1.65M
$37.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32K- 30.17% |
$1.45M - $1.53M
|
74K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-31.8K- 80.77% |
$1.44M - $1.52M
|
7.58K
$172K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-27.1K- 2.5% |
$1.23M - $1.3M
|
1.06M
$24M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-24.5K- 30.2% |
$1.11M - $1.17M
|
56.5K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-22K- 9.95% |
$992K - $1.05M
|
199K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-20.2K- 45.39% |
$911K - $965K
|
24.3K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-18.6K- 0.73% |
$839K - $889K
|
2.53M
$57.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.4K- 52.24% |
$742K - $786K
|
15K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-16K- 73.45% |
$723K - $766K
|
5.78K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-15K- 74.37% |
$680K - $720K
|
5.19K
$118K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14.2K- 4.9% |
$641K - $679K
|
275K
$6.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.3K- 24.96% |
$601K - $637K
|
40K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.2K- 8.22% |
$595K - $630K
|
147K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.3K- 22.22% |
$557K - $590K
|
43.2K
$980K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11.7K- 4.31% |
$530K - $561K
|
260K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-9.93K- 30.58% |
$449K - $475K
|
22.5K
$512K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.54K- 4.26% |
$431K - $457K
|
215K
$4.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.43K- 4.39% |
$426K - $452K
|
205K
$4.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.19K- 10.7% |
$415K - $440K
|
76.6K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-8.19K- 21.29% |
$370K - $392K
|
30.3K
$687K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.67K- 34.0% |
$347K - $367K
|
14.9K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.03K- 1.82% |
$318K - $337K
|
380K
$8.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-6.45K- 12.2% |
$292K - $309K
|
46.4K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.25K- 2.59% |
$237K - $251K
|
197K
$4.48M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-5.2K- 7.39% |
$235K - $249K
|
65.1K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.16K- 23.02% |
$233K - $247K
|
17.2K
$392K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.46K- 16.54% |
$201K - $213K
|
22.5K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.41K- 32.44% |
$199K - $211K
|
9.18K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.97K- 6.9% |
$179K - $190K
|
53.5K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.74K- 32.29% |
$169K - $179K
|
7.84K
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.65K- 16.92% |
$165K - $175K
|
17.9K
$407K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.58K- 12.17% |
$162K - $171K
|
25.8K
$586K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-3.5K- 12.99% |
$158K - $167K
|
23.4K
$532K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.49K- 30.49% |
$158K - $167K
|
7.97K
$181K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.33K- 3.74% |
$150K - $159K
|
85.5K
$1.94M
|
|