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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.21K+ 106.58% |
$163K - $343K
|
14K
$322K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
35.9K+ 8.86% |
$813K - $1.71M
|
441K
$10.2M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
181New |
$4.1K - $8.6K
|
181
$4.17K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
31.8KNew |
$720K - $1.51M
|
31.8K
$733K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13K+ 93.78% |
$294K - $619K
|
26.9K
$619K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
884New |
$20K - $42K
|
884
$20.4K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.67K+ 46.8% |
$83K - $174K
|
11.5K
$265K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
37KNew |
$838K - $1.76M
|
37K
$852K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.39K+ 94.83% |
$99.2K - $208K
|
9.01K
$207K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
115K+ 47.05% |
$2.6M - $5.46M
|
359K
$8.26M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
9.08KNew |
$205K - $432K
|
9.08K
$209K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
84.1K+ 323469.22% |
$1.9M - $4M
|
84.1K
$1.94M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
278K+ 768.81% |
$6.29M - $13.2M
|
314K
$7.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
50.2K+ 88.78% |
$1.14M - $2.39M
|
107K
$2.46M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 100.0% |
$362 - $760
|
32
$737
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.82K+ 11.66% |
$41.1K - $86.4K
|
17.4K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.5KNew |
$374K - $785K
|
16.5K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
294K+ 176.47% |
$6.65M - $14M
|
460K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
42.5K+ 131.53% |
$963K - $2.02M
|
74.9K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.27K+ 100.0% |
$119K - $251K
|
10.5K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.62K+ 20.64% |
$105K - $219K
|
27K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57.9KNew |
$1.31M - $2.75M
|
57.9K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
200+ 100.0% |
$4.53K - $9.51K
|
400
$9.21K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.13K+ 102.63% |
$139K - $291K
|
12.1K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
144K+ 73.1% |
$3.25M - $6.83M
|
341K
$7.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.04K+ 56493.75% |
$205K - $430K
|
9.06K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
150New |
$3.39K - $7.13K
|
150
$3.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
452KNew |
$10.2M - $21.5M
|
452K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.39M+ 266.0% |
$31.4M - $65.9M
|
1.91M
$43.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
18.1K+ 100.01% |
$409K - $860K
|
36.2K
$833K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
50.7K+ 670.07% |
$1.15M - $2.41M
|
58.3K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
58.9KNew |
$1.33M - $2.8M
|
58.9K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
29.2K+ 84.37% |
$662K - $1.39M
|
63.9K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
18.3K+ 91.17% |
$413K - $868K
|
38.3K
$882K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
99.5K+ 48.48% |
$2.25M - $4.73M
|
305K
$7.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
173K+ 102.16% |
$3.92M - $8.23M
|
343K
$7.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.54K+ 113.94% |
$57.5K - $121K
|
4.77K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.43K+ 48.43% |
$100K - $210K
|
13.6K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
206K+ 95.49% |
$4.66M - $9.8M
|
422K
$9.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.4K+ 66.67% |
$99.6K - $209K
|
11K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55.5K+ 266.94% |
$1.26M - $2.64M
|
76.3K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$549K - $1.15M
|
24.3K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.2K+ 87.65% |
$299K - $627K
|
28.3K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
20.6K+ 107.57% |
$466K - $979K
|
39.8K
$916K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
70.3K+ 117.06% |
$1.59M - $3.34M
|
130K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.48M+ 107.97% |
$101M - $213M
|
8.63M
$199M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
220K+ 111.27% |
$4.98M - $10.5M
|
418K
$9.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
73+ 132.73% |
$1.65K - $3.47K
|
128
$2.95K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
21.2K+ 94.56% |
$480K - $1.01M
|
43.6K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29K+ 29.03% |
$655K - $1.38M
|
129K
$2.96M
|