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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
28K+ 40.89% |
$633K - $1.33M
|
96.4K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
765+ 100.0% |
$17.3K - $36.4K
|
1.53K
$35K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
301K+ 105.31% |
$6.81M - $14.3M
|
587K
$13.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
392K+ 114.44% |
$8.88M - $18.6M
|
735K
$16.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
75.8K+ 156.67% |
$1.71M - $3.6M
|
124K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12.5K+ 100.0% |
$283K - $594K
|
25K
$572K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
27.1K+ 100.92% |
$614K - $1.29M
|
54.1K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
224K+ 124.89% |
$5.06M - $10.6M
|
403K
$9.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
123K+ 87.78% |
$2.79M - $5.85M
|
263K
$6.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
66.8K+ 111.87% |
$1.51M - $3.18M
|
127K
$2.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
13.2K+ 122.72% |
$298K - $625K
|
23.9K
$547K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
107K+ 201.63% |
$2.43M - $5.1M
|
161K
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
10.4K+ 101.7% |
$235K - $494K
|
20.6K
$472K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
19.5K+ 222.6% |
$441K - $926K
|
28.2K
$646K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
6.76K+ 100.0% |
$153K - $321K
|
13.5K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
30.3K+ 103.07% |
$686K - $1.44M
|
59.7K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
7.44K+ 72.32% |
$168K - $354K
|
17.7K
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.77K+ 373.14% |
$62.6K - $131K
|
3.51K
$80.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
47K+ 113.76% |
$1.06M - $2.23M
|
88.3K
$2.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
80.7K+ 94.43% |
$1.83M - $3.84M
|
166K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
46+ 102.22% |
$1.04K - $2.19K
|
91
$2.08K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
52.3K+ 91.59% |
$1.18M - $2.49M
|
109K
$2.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.56K+ 51.2% |
$171K - $359K
|
22.3K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
13.1K+ 121.96% |
$297K - $624K
|
23.9K
$547K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.36K+ 27.18% |
$121K - $255K
|
25.1K
$574K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
268K+ 90.52% |
$6.07M - $12.8M
|
565K
$12.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.69K+ 80.9% |
$60.9K - $128K
|
6.02K
$138K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
369K+ 111.2% |
$8.35M - $17.5M
|
701K
$16M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
17.3K+ 95.91% |
$392K - $822K
|
35.3K
$809K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
18.7K+ 153.84% |
$423K - $889K
|
30.9K
$706K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
36.4K+ 480.0% |
$823K - $1.73M
|
44K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
9.3K+ 49.46% |
$211K - $442K
|
28.1K
$644K
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
18.7K+ 100.0% |
$423K - $888K
|
37.4K
$855K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
151K+ 120.37% |
$3.41M - $7.16M
|
276K
$6.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
74K+ 86.93% |
$1.67M - $3.51M
|
159K
$3.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3.15K+ 96.33% |
$71.3K - $150K
|
6.42K
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
33.5K+ 113.24% |
$759K - $1.59M
|
63.2K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
136K+ 130.01% |
$3.07M - $6.45M
|
240K
$5.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
11.9K+ 100.05% |
$270K - $568K
|
23.9K
$547K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
6.94K+ 48.99% |
$157K - $330K
|
21.1K
$483K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
558+ 100.0% |
$12.6K - $26.5K
|
1.12K
$25.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12.4K+ 57.0% |
$281K - $591K
|
34.3K
$784K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.87K+ 100.25% |
$201K - $421K
|
17.7K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.42K- 1.15% |
$168K - $353K
|
636K
$14.6M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
10.5K+ 100.0% |
$236K - $497K
|
20.9K
$478K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
20.9KNew |
$473K - $993K
|
20.9K
$478K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
138K+ 104.78% |
$3.12M - $6.56M
|
270K
$6.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
98.4K+ 117.65% |
$2.23M - $4.68M
|
182K
$4.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.09M+ 109.02% |
$24.7M - $51.8M
|
2.09M
$47.8M
|