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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
86.3KNew |
$3.9M - $4.13M
|
86.3K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.65K- 16.92% |
$165K - $175K
|
17.9K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
8.26K+ 112.78% |
$373K - $395K
|
15.6K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.74K- 32.29% |
$169K - $179K
|
7.84K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
26New |
$1.18K - $1.24K
|
26
$595
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.27K- 21.73% |
$57.3K - $60.7K
|
4.57K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-22K- 9.95% |
$992K - $1.05M
|
199K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.68K- 26.68% |
$76.1K - $80.6K
|
4.62K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
23.5K+ 440.65% |
$1.06M - $1.12M
|
28.8K
$659K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8.79K+ 30.13% |
$397K - $421K
|
38K
$869K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
761KNew |
$34.4M - $36.4M
|
761K
$17.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
13.8K+ 61.85% |
$624K - $661K
|
36.1K
$827K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
18.8K+ 3.45% |
$849K - $899K
|
562K
$12.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
4.06KNew |
$184K - $194K
|
4.06K
$93K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.1K- 17.61% |
$49.8K - $52.8K
|
5.16K
$118K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4+ 3.05% |
$181 - $191
|
135
$3.09K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
17.3K+ 6.73% |
$781K - $827K
|
274K
$6.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.05KNew |
$92.7K - $98.1K
|
2.05K
$46.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
68New |
$3.07K - $3.26K
|
68
$1.56K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-11- 0.41% |
$497 - $527
|
2.65K
$60.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.49K- 30.49% |
$158K - $167K
|
7.97K
$182K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.38KNew |
$288K - $305K
|
6.38K
$146K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
615+ 33.57% |
$27.8K - $29.4K
|
2.45K
$56K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
615New |
$27.8K - $29.4K
|
615
$14.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
90.1K+ 66.03% |
$4.07M - $4.31M
|
226K
$5.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
595New |
$26.9K - $28.5K
|
595
$13.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 10.26% |
$75K - $79.5K
|
17.8K
$408K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
480+ 5.71% |
$21.7K - $23K
|
8.89K
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
15.8KNew |
$716K - $758K
|
15.8K
$363K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1- 7.69% |
$45.2 - $47.9
|
12
$275
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-302- 6.67% |
$13.7K - $14.5K
|
4.22K
$96.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
9.64KNew |
$436K - $462K
|
9.64K
$221K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.74KNew |
$214K - $227K
|
4.74K
$109K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
15.6K+ 9.03% |
$706K - $748K
|
189K
$4.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.32KNew |
$195K - $207K
|
4.32K
$98.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.14K+ 57.9% |
$187K - $198K
|
11.3K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
7.97K+ 25.08% |
$360K - $381K
|
39.7K
$909K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.06K- 0.6% |
$47.9K - $50.7K
|
174K
$3.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20+ 1.74% |
$904 - $957
|
1.17K
$26.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
761New |
$34.4K - $36.4K
|
761
$17.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-24.5K- 30.2% |
$1.11M - $1.17M
|
56.5K
$1.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
15.5K+ 261.2% |
$700K - $742K
|
21.4K
$491K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.84K- 31.13% |
$128K - $136K
|
6.28K
$144K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-43- 79.63% |
$1.94K - $2.06K
|
11
$252
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.03K- 4.11% |
$46.3K - $49.1K
|
23.9K
$547K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.5K+ 3.32% |
$67.6K - $71.6K
|
46.5K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
26New |
$1.18K - $1.24K
|
26
$595
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.97K- 23.0% |
$134K - $142K
|
9.94K
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.17K+ 36.8% |
$143K - $152K
|
11.8K
$270K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
20.1K+ 98.65% |
$907K - $961K
|
40.4K
$925K
|