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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.53KNew |
$244K - $256K
|
5.53K
$127K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-1.09K- 7.18% |
$47.9K - $50.3K
|
14K
$322K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$397 - $417
|
5.16K
$118K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.42KNew |
$327K - $344K
|
7.42K
$170K
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
8.06KNew |
$356K - $373K
|
8.06K
$185K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
190New |
$8.39K - $8.8K
|
190
$4.36K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.51KNew |
$111K - $116K
|
2.51K
$57.5K
|
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-976- 11.77% |
$43.1K - $45.2K
|
7.31K
$168K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.83K- 31.12% |
$346K - $363K
|
17.3K
$397K
|
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
SELL
|
- |
-106- 40.15% |
$4.68K - $4.91K
|
158
$3.62K
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-617- 7.98% |
$27.2K - $28.6K
|
7.11K
$163K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-265- 73.61% |
$11.7K - $12.3K
|
95
$2.18K
|
|
| Q2 2023 | |||||||
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4.78KNew |
$219K - $226K
|
4.78K
$110K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-5.09K- 73.33% |
$233K - $241K
|
1.85K
$42.4K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 1.38% |
$138 - $142
|
214
$4.91K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
421New |
$19.3K - $19.9K
|
421
$9.65K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5New |
$229 - $237
|
5
$115
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-370- 5.72% |
$17K - $17.5K
|
6.1K
$140K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-370- 5.72% |
$17K - $17.5K
|
6.1K
$140K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
16.6KNew |
$760K - $784K
|
16.6K
$380K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16New |
$734 - $757
|
16
$367
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-575- 6.98% |
$26.4K - $27.2K
|
7.66K
$176K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.47KNew |
$205K - $211K
|
4.47K
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.39K- 9.11% |
$63.7K - $65.7K
|
13.8K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
942New |
$43.2K - $44.6K
|
942
$21.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.35KNew |
$199K - $206K
|
4.35K
$99.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-80- 1.35% |
$3.67K - $3.79K
|
5.86K
$134K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-20.8K- 70.19% |
$953K - $983K
|
8.82K
$202K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.67KNew |
$214K - $221K
|
4.67K
$107K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
27.4KNew |
$1.26M - $1.3M
|
27.4K
$628K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.82K- 1.77% |
$221K - $228K
|
267K
$6.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
43.5K+ 26.71% |
$2M - $2.06M
|
206K
$4.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
637+ 6.11% |
$29.2K - $30.1K
|
11.1K
$254K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
11.5KNew |
$526K - $543K
|
11.5K
$263K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-376- 5.75% |
$17.2K - $17.8K
|
6.16K
$141K
|
|
|
Aug 04, 2023
Q2 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5.39KNew |
$247K - $255K
|
5.39K
$124K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.37K+ 5.68% |
$62.7K - $64.7K
|
25.5K
$584K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.3KNew |
$1.34M - $1.39M
|
29.3K
$671K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
11New |
$504 - $521
|
11
$252
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
85.9KNew |
$3.94M - $4.07M
|
85.9K
$1.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.25% |
$138 - $142
|
1.22K
$27.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
22.7KNew |
$1.04M - $1.07M
|
22.7K
$520K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 0.81% |
$321 - $331
|
876
$20.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.2K+ 92.46% |
$55.1K - $56.8K
|
2.5K
$57.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.66% |
$138 - $142
|
456
$10.5K
|
|
|
Jul 20, 2023
Q2 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
10.5KNew |
$479K - $495K
|
10.5K
$240K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
44New |
$2.02K - $2.08K
|
44
$1.01K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
320+ 1.94% |
$14.7K - $15.1K
|
16.8K
$386K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
103+ 4.37% |
$4.72K - $4.87K
|
2.46K
$56.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-70- 0.35% |
$3.21K - $3.31K
|
20.2K
$463K
|
|