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 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.59K- 15.1% |
$70.1K - $74.9K
|
8.95K
$207K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-132- 44.59% |
$5.81K - $6.21K
|
164
$3.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.49K- 7.75% |
$110K - $117K
|
29.6K
$687K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.65KNew |
$72.4K - $77.4K
|
1.65K
$38.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
9.55KNew |
$421K - $449K
|
9.55K
$221K
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
45+ 0.94% |
$1.98K - $2.12K
|
4.86K
$113K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-28.2K- 61.32% |
$1.24M - $1.32M
|
17.8K
$412K
|
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1K+ 9.01% |
$44K - $47K
|
12.1K
$280K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
306New |
$13.5K - $14.4K
|
306
$7.09K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.29K- 20.53% |
$56.6K - $60.4K
|
4.98K
$115K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
164+ 2.37% |
$7.22K - $7.71K
|
7.09K
$164K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
9.9KNew |
$436K - $466K
|
9.9K
$229K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-2.62K- 27.67% |
$115K - $123K
|
6.84K
$158K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-435- 56.79% |
$19.2K - $20.5K
|
331
$7.67K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.16KNew |
$271K - $290K
|
6.16K
$143K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-57.4K- 85.11% |
$2.53M - $2.7M
|
10K
$233K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-420- 5.0% |
$18.5K - $19.8K
|
7.98K
$185K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
193New |
$8.5K - $9.08K
|
193
$4.47K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-21.9K- 33.06% |
$965K - $1.03M
|
44.4K
$1.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9.95KNew |
$438K - $468K
|
9.95K
$231K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11.5KClosed |
$505K - $539K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-10.9K- 20.92% |
$480K - $513K
|
41.2K
$955K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
212New |
$9.34K - $9.97K
|
212
$4.91K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
15.1KNew |
$665K - $710K
|
15.1K
$350K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
84New |
$3.7K - $3.95K
|
84
$1.95K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-675- 3.62% |
$29.7K - $31.7K
|
18K
$416K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14New |
$617 - $658
|
14
$324
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.16KNew |
$50.9K - $54.4K
|
1.16K
$26.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
34New |
$1.5K - $1.6K
|
34
$788
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
24New |
$1.06K - $1.13K
|
24
$556
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.28KClosed |
$57.4K - $62.7K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-25- 0.3% |
$1.12K - $1.23K
|
8.35K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-46.2K- 44.01% |
$2.08M - $2.27M
|
58.8K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
5New |
$225 - $245
|
5
$116
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-347- 0.9% |
$15.6K - $17K
|
38.1K
$882K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-105- 1.63% |
$4.72K - $5.15K
|
6.35K
$147K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-33- 0.34% |
$1.48K - $1.62K
|
9.61K
$223K
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.42K- 4.0% |
$154K - $168K
|
82.2K
$1.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$180 - $196
|
2.47K
$57.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.11K- 73.06% |
$49.9K - $54.4K
|
409
$9.48K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
279+ 1.15% |
$12.5K - $13.7K
|
24.5K
$568K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.05K- 37.89% |
$137K - $150K
|
5K
$116K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.51K+ 16.07% |
$68K - $74.2K
|
10.9K
$253K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
793+ 4.62% |
$35.7K - $38.9K
|
18K
$416K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.68K- 27.06% |
$75.7K - $82.6K
|
4.54K
$105K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
25.2KNew |
$1.13M - $1.24M
|
25.2K
$583K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
87New |
$3.91K - $4.27K
|
87
$2.02K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.04K- 83.93% |
$362K - $395K
|
1.54K
$35.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-592- 10.63% |
$26.6K - $29.1K
|
4.98K
$115K
|
|
|
Oct 27, 2022
Q3 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-1.78K- 26.18% |
$80.2K - $87.5K
|
5.03K
$116K
|
|