Latest Institutional Transactions on Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information on the latest institutional transactions involving Schwab Us Aggregate Bond ETF (SCHZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
689K+ 12.22% |
$31.2M - $33M
|
6.33M
$144M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
13.7K+ 9.79% |
$621K - $657K
|
154K
$3.5M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.16K- 7.71% |
$52.4K - $55.5K
|
13.9K
$315K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
263K+ 184.72% |
$11.9M - $12.6M
|
405K
$9.2M
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.38K+ 3.74% |
$62.4K - $66.1K
|
38.3K
$869K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
885KNew |
$40M - $42.4M
|
885K
$20.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-27.1K- 2.5% |
$1.23M - $1.3M
|
1.06M
$24M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.15K- 17.42% |
$97K - $103K
|
10.2K
$231K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
92.9K+ 260.92% |
$4.2M - $4.45M
|
129K
$2.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.91K+ 8.0% |
$358K - $379K
|
107K
$2.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17+ 94.44% |
$768 - $814
|
35
$795
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.6K+ 80.18% |
$615K - $651K
|
30.6K
$694K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-59- 0.46% |
$2.67K - $2.82K
|
12.7K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
23.2K+ 147.66% |
$1.05M - $1.11M
|
38.9K
$883K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-676- 26.47% |
$30.6K - $32.4K
|
1.88K
$42.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-260- 0.81% |
$11.8K - $12.4K
|
32K
$727K
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
BUY
|
- |
37.2K+ 10.58% |
$1.68M - $1.78M
|
389K
$8.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-203- 1.1% |
$9.18K - $9.72K
|
18.2K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14K+ 7.64% |
$634K - $671K
|
198K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5+ 0.02% |
$226 - $239
|
31.1K
$706K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.3K+ 6.64% |
$554K - $587K
|
197K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
7.59K+ 43.66% |
$343K - $363K
|
25K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6.17K+ 7.97% |
$279K - $295K
|
83.6K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.3K- 3.09% |
$58.5K - $62K
|
40.6K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
741+ 0.44% |
$33.5K - $35.5K
|
170K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.48K+ 61.0% |
$383K - $406K
|
22.4K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.01K+ 80.94% |
$181K - $192K
|
8.97K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
57+ 0.96% |
$2.58K - $2.73K
|
5.97K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
54+ 0.64% |
$2.44K - $2.58K
|
8.48K
$193K
|
|
|
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
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-596- 2.97% |
$26.9K - $28.5K
|
19.5K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-441- 2.9% |
$19.9K - $21.1K
|
14.8K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-15K- 74.37% |
$680K - $720K
|
5.19K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18- 1.06% |
$814 - $862
|
1.68K
$38.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.43K- 4.39% |
$426K - $452K
|
205K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
376K+ 139.17% |
$17M - $18M
|
645K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99.4K+ 7.33% |
$4.49M - $4.76M
|
1.45M
$33M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.8K+ 1237.63% |
$217K - $230K
|
5.19K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
94.6K+ 79.41% |
$4.28M - $4.53M
|
214K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-16K- 73.45% |
$723K - $766K
|
5.78K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
550+ 9.09% |
$24.9K - $26.3K
|
6.6K
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.39K- 10.31% |
$108K - $114K
|
20.8K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
592+ 3.19% |
$26.8K - $28.3K
|
19.2K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$452 - $479
|
10
$227
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.47M+ 54.66% |
$66.3M - $70.2M
|
4.15M
$94.2M
|
|
|
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
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.08K+ 26.7% |
$184K - $195K
|
19.3K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-572- 56.24% |
$25.9K - $27.4K
|
445
$10.1K
|
|
|
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 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.5K+ 2.86% |
$656K - $695K
|
521K
$11.8M
|