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 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20+ 1.74% |
$904 - $957
|
1.17K
$27.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
761New |
$34.4K - $36.4K
|
761
$17.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-43- 79.63% |
$1.94K - $2.06K
|
11
$257
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
26New |
$1.18K - $1.24K
|
26
$608
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.97K- 23.0% |
$134K - $142K
|
9.94K
$233K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
20.1K+ 98.65% |
$907K - $961K
|
40.4K
$946K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.67K- 34.0% |
$347K - $367K
|
14.9K
$348K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
8.09KNew |
$365K - $387K
|
8.09K
$189K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.9K- 25.9% |
$667K - $687K
|
42.7K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
73+ 1.25% |
$3.26K - $3.36K
|
5.9K
$138K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.07KNew |
$226K - $233K
|
5.07K
$119K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
45+ 2.18% |
$2.01K - $2.07K
|
2.11K
$49.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.56K- 28.9% |
$114K - $118K
|
6.29K
$147K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.26K- 37.08% |
$190K - $196K
|
7.23K
$169K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
26New |
$1.16K - $1.2K
|
26
$608
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
30.3K+ 114.02% |
$1.35M - $1.39M
|
56.9K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.65M+ 5.12% |
$73.6M - $75.8M
|
33.8M
$791M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16+ 2.99% |
$715 - $736
|
552
$12.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-135- 2.66% |
$6.03K - $6.21K
|
4.95K
$116K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.77% |
$44.7 - $46
|
131
$3.07K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
38+ 0.35% |
$1.7K - $1.75K
|
10.8K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.25KNew |
$55.8K - $57.5K
|
1.25K
$29.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.1KNew |
$272K - $280K
|
6.1K
$143K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-2.38K- 27.13% |
$106K - $110K
|
6.4K
$150K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
100New |
$4.47K - $4.6K
|
100
$2.34K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.18K+ 10.48% |
$52.6K - $54.1K
|
12.4K
$290K
|
|
|
Jul 29, 2024
Q2 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-6.89K- 3.78% |
$308K - $317K
|
176K
$4.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5.14KNew |
$230K - $236K
|
5.14K
$120K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-849- 1.13% |
$37.9K - $39K
|
74.3K
$1.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
71New |
$3.17K - $3.27K
|
71
$1.66K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.64% |
$1.43K - $1.47K
|
5.03K
$118K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-27- 0.57% |
$1.21K - $1.24K
|
4.68K
$109K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
42.2KNew |
$1.88M - $1.94M
|
42.2K
$986K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-136- 1.41% |
$6.07K - $6.25K
|
9.51K
$223K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
108+ 150.0% |
$4.82K - $4.97K
|
180
$4.21K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-6.18K- 34.58% |
$276K - $284K
|
11.7K
$273K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-3K- 39.62% |
$134K - $138K
|
4.57K
$107K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.44K+ 31.59% |
$109K - $112K
|
10.1K
$237K
|
|
| Q1 2024 | |||||||
|
Dec 17, 2025
Q1 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-70.8K- 52.55% |
$3.22M - $3.31M
|
64K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
19.2KNew |
$872K - $896K
|
19.2K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1+ 0.65% |
$45.4 - $46.7
|
156
$3.65K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.09K+ 2.56% |
$49.7K - $51.1K
|
43.9K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
187K+ 572.22% |
$8.52M - $8.75M
|
220K
$5.15M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.15K- 34.5% |
$143K - $147K
|
5.98K
$140K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-750- 13.75% |
$34.1K - $35K
|
4.7K
$110K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
518KNew |
$23.5M - $24.2M
|
518K
$12.1M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
70New |
$3.18K - $3.27K
|
70
$1.64K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1K- 9.73% |
$45.4K - $46.7K
|
9.28K
$217K
|
|
|
May 06, 2024
Q1 2024
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
3.53K+ 17.46% |
$160K - $165K
|
23.8K
$556K
|
|