Latest Institutional Transactions on Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

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
Jul 12, 2023 Q2 2023
Valicenti Advisory Services Inc

SELL
 -
-70
- 0.35%
$3.21K - $3.31K
20.2K $467K
Jul 12, 2023 Q2 2023
Phocas Financial Corp.

Alameda, CA
SELL
 -
-316
- 5.94%
$14.5K - $15K
5.01K $116K
Jul 07, 2023 Q2 2023
Independence Bank Of Kentucky

BUY
 -
49
New
$2.25K - $2.32K
49 $1.14K
Jul 06, 2023 Q2 2023
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-150
- 3.13%
$6.88K - $7.1K
4.65K $108K
Jul 05, 2023 Q2 2023
Modus Advisors, LLC

SELL
 -
-3.36K
- 41.92%
$154K - $159K
4.66K $108K
Q1 2023
May 01, 2024 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
361
New
$16.4K - $17.1K
361 $8.36K
May 15, 2023 Q1 2023
Wealth Advisory Solutions, LLC

BUY
 -
5K
+ 44.12%
$227K - $237K
16.3K $378K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-5.44K
- 16.73%
$247K - $258K
27.1K $628K
May 15, 2023 Q1 2023
Waterloo Capital, L.P.

Austin, TX
SELL
 -
-19.6K
Closed
$890K - $932K
0 $0
May 15, 2023 Q1 2023
Roof Eidam & Maycock

SELL
 -
-90
- 1.81%
$4.08K - $4.27K
4.9K $113K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
69
New
$3.13K - $3.27K
69 $1.6K
May 11, 2023 Q1 2023
Providence Wealth Advisors, LLC

Frankfort, IL
SELL
 -
-165
- 2.6%
$7.48K - $7.83K
6.18K $143K
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
19.3K
New
$875K - $916K
19.3K $447K
May 10, 2023 Q1 2023
Tilia Fiduciary Partners, Inc.

SELL
 -
-113
- 76.87%
$5.12K - $5.36K
34 $788
May 10, 2023 Q1 2023
Rock Point Advisors, LLC

Burlington, VT
SELL
 -
-100
- 1.8%
$4.53K - $4.74K
5.45K $126K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
300
New
$13.6K - $14.2K
300 $6.95K
May 08, 2023 Q1 2023
Bailard, Inc.

BUY
 -
7.22K
New
$327K - $343K
7.22K $167K
May 08, 2023 Q1 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
62
New
$2.81K - $2.94K
62 $1.44K
May 04, 2023 Q1 2023
Total Clarity Wealth Management, Inc.

SELL
 -
-2.05K
- 29.52%
$92.9K - $97.2K
4.89K $113K
May 04, 2023 Q1 2023
Ota Financial Group L.P.

BUY
 -
8.86K
+ 35.44%
$402K - $420K
33.9K $785K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
36
New
$1.63K - $1.71K
36 $834
May 04, 2023 Q1 2023
Bordeaux Wealth Advisors LLC

BUY
 -
8.93K
New
$405K - $423K
8.93K $207K
May 02, 2023 Q1 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
5
New
$227 - $237
5 $116
May 02, 2023 Q1 2023
Tevis Investment Management

BUY
 -
4.38K
New
$198K - $208K
4.38K $101K
May 01, 2023 Q1 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
49
New
$2.22K - $2.32K
49 $1.14K
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
35.5K
New
$1.61M - $1.69M
35.5K $824K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

SELL
 -
-1.29K
- 5.5%
$58.2K - $61K
22.1K $511K
Apr 27, 2023 Q1 2023
Silverhawk Asset Management, LLC

SELL
 -
-145
- 1.66%
$6.57K - $6.88K
8.58K $199K
Apr 21, 2023 Q1 2023
Successful Portfolios LLC

BUY
 -
2.33K
+ 34.98%
$106K - $111K
9K $208K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
61
New
$2.77K - $2.89K
61 $1.41K
Apr 20, 2023 Q1 2023
Fort Henry Capital, LLC

BUY
 -
238
+ 4.04%
$10.8K - $11.3K
6.13K $142K
Apr 19, 2023 Q1 2023
Rocky Mountain Advisers, LLC

SELL
 -
-470
- 9.36%
$21.3K - $22.3K
4.55K $105K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
628
+ 2.43%
$28.5K - $29.8K
26.5K $614K
Apr 13, 2023 Q1 2023
Venture Visionary Partners LLC

SELL
 -
-697
- 10.9%
$31.6K - $33.1K
5.7K $132K
Q4 2022
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
19
New
$837 - $894
19 $440
Feb 27, 2023 Q4 2022
Rebalance, LLC

Palo Alto, CA
BUY
 -
9
New
$396 - $423
9 $209
Feb 21, 2023 Q4 2022
Boulder Wealth Advisors, LLC

Boulder, CO
BUY
 -
140
New
$6.17K - $6.58K
140 $3.24K
Feb 16, 2023 Q4 2022
Bensler, LLC

Bellevue, WA
SELL
 -
-4.97K
Closed
$219K - $234K
0 $0
Feb 14, 2023 Q4 2022
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-938
- 13.58%
$41.3K - $44.1K
5.97K $138K
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 CALL
5K
New
$220K - $235K
5K $116K
Feb 14, 2023 Q4 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
21.6K
New
$949K - $1.01M
21.6K $499K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
2.18K
New
$96K - $103K
2.18K $50.5K
Feb 14, 2023 Q4 2022
Momentum Advisors, LLC

BUY
 -
5.95K
+ 31.62%
$262K - $280K
24.8K $574K
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

SELL
 -
-672
- 3.31%
$29.6K - $31.6K
19.6K $454K
Feb 13, 2023 Q4 2022
Clear Street Markets LLC

BUY
 -
14
New
$617 - $658
14 $324
Feb 13, 2023 Q4 2022
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-776
- 7.29%
$34.2K - $36.5K
9.87K $229K
Feb 13, 2023 Q4 2022
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
5.24K
New
$231K - $247K
5.24K $121K
Feb 10, 2023 Q4 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
8
New
$352 - $376
8 $185
Feb 09, 2023 Q4 2022
Advisory Services & Investments, LLC

BUY
 -
10
+ 0.04%
$440 - $470
27.4K $635K

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