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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-129Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-50.3KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Novare Capital Management LLC
|
SELL
|
- |
-33.5KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2018
Q2 2018
|
Seneca House Advisors
|
SELL
|
- |
-11.5KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Relaxing Retirement Coach
|
SELL
|
- |
-8.42KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-6.04KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2018
Q2 2018
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-26Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 27, 2018
Q1 2018
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4.24KClosed |
N/A
|
0
$0
|
|
|
Apr 10, 2018
Q1 2018
|
Norway Savings Bank
|
SELL
|
- |
-1.9KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.31KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.21K- 22.91% |
N/A
|
4.08K
$94.3K
|
|
|
May 04, 2018
Q1 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.18KClosed |
N/A
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-472Closed |
N/A
|
0
$0
|
|
|
Apr 26, 2018
Q1 2018
|
Sharkey, Howes & Javer
|
SELL
|
- |
-35Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 15, 2018
Q4 2017
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Mcia Inc
|
SELL
|
- |
-315Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-60Closed |
N/A
|
0
$0
|
|