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 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-19- 0.33% |
$819 - $890
|
5.76K
$134K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
575+ 76.67% |
$24.8K - $26.9K
|
1.33K
$30.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.58K- 31.82% |
$197K - $215K
|
9.82K
$228K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.46K+ 228.28% |
$63K - $68.4K
|
2.1K
$48.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 1.06% |
$215 - $234
|
475
$11K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-23- 43.4% |
$991 - $1.08K
|
30
$695
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
11.8K+ 19.44% |
$508K - $552K
|
72.5K
$1.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.5KNew |
$753K - $818K
|
17.5K
$405K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.59KNew |
$155K - $168K
|
3.59K
$83.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
16.7K+ 61.42% |
$720K - $783K
|
43.9K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.35KNew |
$58.2K - $63.2K
|
1.35K
$31.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-49- 17.75% |
$2.11K - $2.29K
|
227
$5.26K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
4.62KNew |
$199K - $216K
|
4.62K
$107K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-18.4K- 9.85% |
$791K - $860K
|
168K
$3.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
156+ 0.68% |
$6.72K - $7.31K
|
22.9K
$531K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-275- 54.67% |
$11.8K - $12.9K
|
228
$5.28K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
111New |
$4.78K - $5.2K
|
111
$2.57K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.8K- 70.18% |
$77.6K - $84.3K
|
765
$17.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.84KNew |
$424K - $461K
|
9.84K
$228K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.44KNew |
$61.8K - $67.2K
|
1.44K
$33.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-867- 12.26% |
$37.4K - $40.6K
|
6.21K
$144K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.74K- 15.08% |
$118K - $128K
|
15.4K
$358K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-21K- 26.77% |
$905K - $984K
|
57.4K
$1.33M
|
|
| Q3 2023 | |||||||
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.04KNew |
$355K - $372K
|
8.04K
$186K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-110K- 11.72% |
$4.86M - $5.1M
|
829K
$19.2M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-447K- 95.42% |
$19.7M - $20.7M
|
21.5K
$497K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
572New |
$25.2K - $26.5K
|
572
$13.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-144- 2.06% |
$6.36K - $6.67K
|
6.86K
$159K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
17.1KNew |
$753K - $790K
|
17.1K
$395K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
59+ 1.04% |
$2.6K - $2.73K
|
5.76K
$133K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.46K- 3.79% |
$197K - $206K
|
113K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
119New |
$5.25K - $5.51K
|
119
$2.76K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
38+ 0.27% |
$1.68K - $1.76K
|
14.2K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
103K+ 6.49% |
$4.56M - $4.79M
|
1.7M
$39.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 3.61% |
$71.7K - $75.3K
|
46.7K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
7KNew |
$309K - $324K
|
7K
$162K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-100- 0.86% |
$4.41K - $4.63K
|
11.6K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.98KNew |
$308K - $323K
|
6.98K
$162K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.84K- 16.08% |
$170K - $178K
|
20.1K
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.67KNew |
$73.5K - $77.1K
|
1.67K
$38.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
72.1KNew |
$3.18M - $3.34M
|
72.1K
$1.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.79K- 84.96% |
$255K - $268K
|
1.03K
$23.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$44.1 - $46.3
|
8.95K
$207K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
SELL
|
- |
-1.56K- 3.44% |
$68.7K - $72.1K
|
43.7K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-85- 1.12% |
$3.75K - $3.94K
|
7.5K
$174K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
2.09KNew |
$92.3K - $96.9K
|
2.09K
$48.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.99K- 19.42% |
$87.7K - $92.1K
|
8.25K
$191K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.8K+ 4.73% |
$874K - $918K
|
439K
$10.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
28New |
$1.24K - $1.3K
|
28
$649
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
59New |
$2.6K - $2.73K
|
59
$1.37K
|
|