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 29, 2020
Q4 2019
|
Hoertkorn Richard Charles
|
SELL
|
- |
-350Closed |
$18.6K - $18.9K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-300Closed |
$16K - $16.2K
|
0
$0
|
|
|
May 15, 2020
Q4 2019
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-262Closed |
$13.9K - $14.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-45.4KClosed |
$2.41M - $2.44M
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-8.85KClosed |
$470K - $477K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-7.08KClosed |
$376K - $381K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-4.82KClosed |
$256K - $260K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-1.4KClosed |
$74.4K - $75.4K
|
0
$0
|
|
|
May 08, 2020
Q3 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-491Closed |
$26.1K - $26.4K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-374Closed |
$19.9K - $20.1K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-273Closed |
$14.5K - $14.7K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-12Closed |
$638 - $646
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 06, 2019
Q2 2019
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-94.4KClosed |
N/A
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Forte Capital LLC
|
SELL
|
- |
-36.3KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wms Partners, LLC
|
SELL
|
- |
-5.56KClosed |
N/A
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Wealth Architects, LLC
|
SELL
|
- |
-4.25KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-4.05KClosed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.96KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-3.02KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.64KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Parisi Gray Wealth Management
|
SELL
|
- |
-95Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 09, 2019
Q1 2019
|
Centric Wealth Management
|
SELL
|
- |
-150KClosed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Focused Wealth Management, Inc
|
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.84KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.74KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.6KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-1.37KClosed |
N/A
|
0
$0
|
|
|
Apr 05, 2019
Q1 2019
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-759Closed |
N/A
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Baystate Wealth Management LLC
|
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
|
Apr 17, 2019
Q1 2019
|
Founders Capital Management
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 28, 2019
Q4 2018
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-160KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-67.9KClosed |
N/A
|
0
$0
|
|
|
Jan 07, 2019
Q4 2018
|
Boltwood Capital Management
|
SELL
|
- |
-58.6KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Regis Management CO LLC
|
SELL
|
- |
-24KClosed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.9KClosed |
N/A
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
|
Dec 19, 2024
Q4 2018
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4.52KClosed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.97KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-660Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
PUT |
-233Closed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 08, 2018
Q3 2018
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-18.4KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.02KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.83KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.1KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-955Closed |
N/A
|
0
$0
|
|
|
Oct 11, 2018
Q3 2018
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-562Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-181Closed |
N/A
|
0
$0
|
|