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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.5KNew |
$374K - $785K
|
16.5K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
294K+ 176.47% |
$6.65M - $14M
|
460K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
42.5K+ 131.53% |
$963K - $2.02M
|
74.9K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.27K+ 100.0% |
$119K - $251K
|
10.5K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.62K+ 20.64% |
$105K - $219K
|
27K
$618K
|
|
|
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
$9.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.13K+ 102.63% |
$139K - $291K
|
12.1K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
144K+ 73.1% |
$3.25M - $6.83M
|
341K
$7.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.04K+ 56493.75% |
$205K - $430K
|
9.06K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
150New |
$3.39K - $7.13K
|
150
$3.43K
|
|
|
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
$43.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
18.1K+ 100.01% |
$409K - $860K
|
36.2K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
50.7K+ 670.07% |
$1.15M - $2.41M
|
58.3K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
58.9KNew |
$1.33M - $2.8M
|
58.9K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
29.2K+ 84.37% |
$662K - $1.39M
|
63.9K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
18.3K+ 91.17% |
$413K - $868K
|
38.3K
$877K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
99.5K+ 48.48% |
$2.25M - $4.73M
|
305K
$6.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
173K+ 102.16% |
$3.92M - $8.23M
|
343K
$7.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.54K+ 113.94% |
$57.5K - $121K
|
4.77K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.43K+ 48.43% |
$100K - $210K
|
13.6K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
206K+ 95.49% |
$4.66M - $9.8M
|
422K
$9.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.4K+ 66.67% |
$99.6K - $209K
|
11K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55.5K+ 266.94% |
$1.26M - $2.64M
|
76.3K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$549K - $1.15M
|
24.3K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.2K+ 87.65% |
$299K - $627K
|
28.3K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
20.6K+ 107.57% |
$466K - $979K
|
39.8K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
70.3K+ 117.06% |
$1.59M - $3.34M
|
130K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.48M+ 107.97% |
$101M - $213M
|
8.63M
$198M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
220K+ 111.27% |
$4.98M - $10.5M
|
418K
$9.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
73+ 132.73% |
$1.65K - $3.47K
|
128
$2.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
21.2K+ 94.56% |
$480K - $1.01M
|
43.6K
$998K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29K+ 29.03% |
$655K - $1.38M
|
129K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
80+ 101.27% |
$1.81K - $3.8K
|
159
$3.64K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
174New |
$3.94K - $8.27K
|
174
$3.98K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
103K+ 119.59% |
$2.32M - $4.88M
|
188K
$4.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
17.4K+ 113.6% |
$393K - $825K
|
32.6K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.2K+ 87.07% |
$27.1K - $57K
|
2.58K
$59K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.89K+ 4.98% |
$87.9K - $185K
|
81.9K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
376New |
$8.51K - $17.9K
|
376
$8.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
9.39KNew |
$213K - $446K
|
9.39K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
58.6KNew |
$1.33M - $2.79M
|
58.6K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
11.6KNew |
$261K - $549K
|
11.6K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
670K+ 123.75% |
$15.2M - $31.8M
|
1.21M
$27.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17.2K+ 13152.67% |
$390K - $819K
|
17.4K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
13.7K+ 727.26% |
$309K - $649K
|
15.5K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10.2K+ 126.0% |
$231K - $486K
|
18.3K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.4K+ 6.3% |
$1.46M - $3.06M
|
1.09M
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
25.1K+ 96.07% |
$569K - $1.19M
|
51.3K
$1.17M
|