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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.27K- 1.88% |
$148K - $157K
|
171K
$3.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-3.19K- 38.22% |
$144K - $153K
|
5.15K
$117K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.18K- 4.65% |
$144K - $152K
|
65.2K
$1.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.97K- 23.0% |
$134K - $142K
|
9.94K
$226K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.88K- 17.2% |
$130K - $138K
|
13.9K
$315K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.84K- 31.13% |
$128K - $136K
|
6.28K
$143K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.73K- 4.81% |
$123K - $131K
|
54K
$1.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.6K- 6.73% |
$118K - $125K
|
36K
$819K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.51K- 88.88% |
$113K - $120K
|
314
$7.13K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.49K- 34.85% |
$113K - $119K
|
4.66K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.39K- 10.31% |
$108K - $114K
|
20.8K
$473K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.37K- 1.67% |
$107K - $113K
|
139K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.25K- 1.85% |
$102K - $108K
|
119K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.17K- 4.82% |
$98.2K - $104K
|
42.9K
$974K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.15K- 17.42% |
$97K - $103K
|
10.2K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.68K- 26.68% |
$76.1K - $80.6K
|
4.62K
$105K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 7.43% |
$67.2K - $71.1K
|
18.5K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.46K- 9.18% |
$66.1K - $70K
|
14.5K
$329K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.44K- 8.59% |
$64.9K - $68.7K
|
15.3K
$347K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.37K- 26.35% |
$61.7K - $65.4K
|
3.82K
$86.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.36K- 4.43% |
$61.4K - $65.1K
|
29.3K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.31K- 8.0% |
$59.2K - $62.7K
|
15.1K
$342K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.3K- 16.15% |
$58.8K - $62.2K
|
6.75K
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.3K- 3.09% |
$58.5K - $62K
|
40.6K
$923K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.27K- 21.73% |
$57.3K - $60.7K
|
4.57K
$104K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 6.06% |
$55.9K - $59.2K
|
19.2K
$435K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.23K- 4.19% |
$55.6K - $58.9K
|
28.2K
$639K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.18K- 1.73% |
$53.5K - $56.6K
|
67K
$1.52M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.16K- 7.71% |
$52.4K - $55.5K
|
13.9K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.14K- 45.27% |
$51.5K - $54.5K
|
1.38K
$31.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.1K- 17.61% |
$49.8K - $52.8K
|
5.16K
$117K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.06K- 5.2% |
$48.1K - $50.9K
|
19.4K
$441K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.06K- 0.6% |
$47.9K - $50.7K
|
174K
$3.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.03K- 3.79% |
$46.3K - $49.1K
|
26K
$591K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.03K- 4.11% |
$46.3K - $49.1K
|
23.9K
$543K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-949- 5.21% |
$42.9K - $45.4K
|
17.3K
$392K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-817- 4.54% |
$36.9K - $39.1K
|
17.2K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-785- 0.24% |
$35.5K - $37.6K
|
332K
$7.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-700- 0.98% |
$31.6K - $33.5K
|
71K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-676- 26.47% |
$30.6K - $32.4K
|
1.88K
$42.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-657- 48.56% |
$29.7K - $31.5K
|
696
$15.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-613- 90.41% |
$27.7K - $29.3K
|
65
$1.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-596- 2.97% |
$26.9K - $28.5K
|
19.5K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-590- 52.17% |
$26.7K - $28.2K
|
541
$12.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-572- 56.24% |
$25.9K - $27.4K
|
445
$10.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-553- 0.88% |
$25K - $26.5K
|
62.3K
$1.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-524- 8.1% |
$23.7K - $25.1K
|
5.95K
$135K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-485- 0.42% |
$21.9K - $23.2K
|
114K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-473- 8.91% |
$21.4K - $22.6K
|
4.84K
$110K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-454- 53.86% |
$20.5K - $21.7K
|
389
$8.83K
|