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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1.8K- 50.0% |
$80.4K - $82.8K
|
1.8K
$41.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1.48K- 0.63% |
$66.1K - $68.1K
|
235K
$5.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-250- 3.89% |
$11.2K - $11.5K
|
6.18K
$142K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.9K- 25.9% |
$667K - $687K
|
42.7K
$980K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5New |
$223 - $230
|
5
$115
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.26K- 5.65% |
$56.3K - $58K
|
21.1K
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-741- 13.02% |
$33.1K - $34.1K
|
4.95K
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
73+ 1.25% |
$3.26K - $3.36K
|
5.9K
$135K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.07KNew |
$226K - $233K
|
5.07K
$116K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
45+ 2.18% |
$2.01K - $2.07K
|
2.11K
$48.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.56K- 28.9% |
$114K - $118K
|
6.29K
$144K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
31New |
$1.38K - $1.43K
|
31
$711
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.26K- 37.08% |
$190K - $196K
|
7.23K
$166K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
16.6K+ 13.2% |
$742K - $764K
|
142K
$3.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
26New |
$1.16K - $1.2K
|
26
$596
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
30.3K+ 114.02% |
$1.35M - $1.39M
|
56.9K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
3.16K+ 9.35% |
$141K - $145K
|
36.9K
$846K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.65M+ 5.12% |
$73.6M - $75.8M
|
33.8M
$775M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16+ 2.99% |
$715 - $736
|
552
$12.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
216+ 3.3% |
$9.65K - $9.93K
|
6.77K
$155K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
394+ 55.03% |
$17.6K - $18.1K
|
1.11K
$25.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.76K+ 5.22% |
$78.8K - $81.1K
|
35.5K
$815K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
80New |
$3.57K - $3.68K
|
80
$1.83K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.59KNew |
$205K - $211K
|
4.59K
$105K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
431New |
$19.2K - $19.8K
|
431
$9.88K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-135- 2.66% |
$6.03K - $6.21K
|
4.95K
$113K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-8.51K- 6.5% |
$380K - $391K
|
122K
$2.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.77% |
$44.7 - $46
|
131
$3K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
10.1K+ 13.1% |
$449K - $463K
|
86.8K
$1.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15+ 50.0% |
$670 - $690
|
45
$1.03K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$4.47K - $4.6K
|
100
$2.29K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
38+ 0.35% |
$1.7K - $1.75K
|
10.8K
$248K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
90.6KNew |
$4.04M - $4.16M
|
90.6K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.25KNew |
$55.8K - $57.5K
|
1.25K
$28.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-738- 18.34% |
$33K - $33.9K
|
3.29K
$75.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
196New |
$8.75K - $9.01K
|
196
$4.49K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.52K+ 8.57% |
$113K - $116K
|
32K
$733K
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-327- 5.06% |
$14.6K - $15K
|
6.13K
$141K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-148K- 95.14% |
$6.62M - $6.81M
|
7.57K
$174K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.1KNew |
$272K - $280K
|
6.1K
$140K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-163- 2.28% |
$7.28K - $7.5K
|
6.99K
$160K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-2.38K- 27.13% |
$106K - $110K
|
6.4K
$147K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-265- 6.95% |
$11.8K - $12.2K
|
3.55K
$81.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
26New |
$1.16K - $1.2K
|
26
$596
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
289KNew |
$12.9M - $13.3M
|
289K
$6.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-220- 3.7% |
$9.83K - $10.1K
|
5.72K
$131K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21.5K+ 20.98% |
$962K - $990K
|
124K
$2.85M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
100New |
$4.47K - $4.6K
|
100
$2.29K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
62New |
$2.77K - $2.85K
|
62
$1.42K
|