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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1.8K- 50.0% |
$80.4K - $82.8K
|
1.8K
$40.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1.48K- 0.63% |
$66.1K - $68.1K
|
235K
$5.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.26K- 5.65% |
$56.3K - $58K
|
21.1K
$478K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-849- 1.13% |
$37.9K - $39K
|
74.3K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-741- 13.02% |
$33.1K - $34.1K
|
4.95K
$112K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-738- 18.34% |
$33K - $33.9K
|
3.29K
$74.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-599- 1.45% |
$26.8K - $27.5K
|
40.8K
$927K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-564- 66.82% |
$25.2K - $25.9K
|
280
$6.36K
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-327- 5.06% |
$14.6K - $15K
|
6.13K
$139K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-265- 6.95% |
$11.8K - $12.2K
|
3.55K
$80.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-250- 3.89% |
$11.2K - $11.5K
|
6.18K
$140K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-220- 3.7% |
$9.83K - $10.1K
|
5.72K
$130K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-163- 2.28% |
$7.28K - $7.5K
|
6.99K
$159K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-136- 1.41% |
$6.07K - $6.25K
|
9.51K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-135- 2.66% |
$6.03K - $6.21K
|
4.95K
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-55- 77.46% |
$2.46K - $2.53K
|
16
$363
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-27- 0.57% |
$1.21K - $1.24K
|
4.68K
$106K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-10.3K- 4.63% |
$470K - $482K
|
213K
$4.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-6.3K- 14.11% |
$286K - $294K
|
38.4K
$871K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-3.59K- 20.37% |
$163K - $167K
|
14K
$318K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.49K- 4.83% |
$159K - $163K
|
68.9K
$1.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.29K- 25.54% |
$149K - $154K
|
9.59K
$218K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.15K- 34.5% |
$143K - $147K
|
5.98K
$136K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-2.99K- 10.84% |
$136K - $139K
|
24.6K
$559K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1K- 9.73% |
$45.4K - $46.7K
|
9.28K
$211K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-764- 9.21% |
$34.7K - $35.7K
|
7.53K
$171K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-750- 13.75% |
$34.1K - $35K
|
4.7K
$107K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-152- 2.76% |
$6.91K - $7.09K
|
5.35K
$122K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-39Closed |
$1.77K - $1.82K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5- 83.33% |
$227 - $233
|
1
$22.7
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.16MClosed |
$92.9M - $101M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-54.3K- 90.9% |
$2.34M - $2.54M
|
5.43K
$123K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-21K- 26.77% |
$905K - $984K
|
57.4K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-18.4K- 9.85% |
$791K - $860K
|
168K
$3.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-14.3K- 10.1% |
$614K - $668K
|
127K
$2.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.58K- 31.82% |
$197K - $215K
|
9.82K
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.52K- 35.64% |
$151K - $165K
|
6.35K
$144K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3.4K- 2.91% |
$146K - $159K
|
113K
$2.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.74K- 15.08% |
$118K - $128K
|
15.4K
$351K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-867- 12.26% |
$37.4K - $40.6K
|
6.21K
$141K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-595- 12.14% |
$25.6K - $27.9K
|
4.31K
$97.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-275- 54.67% |
$11.8K - $12.9K
|
228
$5.18K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-83- 0.57% |
$3.58K - $3.89K
|
14.6K
$331K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-23- 43.4% |
$991 - $1.08K
|
30
$681
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-19- 0.33% |
$819 - $890
|
5.76K
$131K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-447K- 95.42% |
$19.7M - $20.7M
|
21.5K
$487K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-110K- 11.72% |
$4.86M - $5.1M
|
829K
$18.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.83K- 31.12% |
$346K - $363K
|
17.3K
$394K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.79K- 84.96% |
$255K - $268K
|
1.03K
$23.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.46K- 3.79% |
$197K - $206K
|
113K
$2.57M
|
|