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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
4.38KNew |
$198K - $208K
|
4.38K
$100K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
49New |
$2.22K - $2.32K
|
49
$1.12K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
35.5KNew |
$1.61M - $1.69M
|
35.5K
$814K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.29K- 5.5% |
$58.2K - $61K
|
22.1K
$505K
|
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-145- 1.66% |
$6.57K - $6.88K
|
8.58K
$196K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
2.33K+ 34.98% |
$106K - $111K
|
9K
$206K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
61New |
$2.77K - $2.89K
|
61
$1.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
238+ 4.04% |
$10.8K - $11.3K
|
6.13K
$140K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
628+ 2.43% |
$28.5K - $29.8K
|
26.5K
$607K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-697- 10.9% |
$31.6K - $33.1K
|
5.7K
$130K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
19New |
$837 - $894
|
19
$435
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
9New |
$396 - $423
|
9
$206
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
140New |
$6.17K - $6.58K
|
140
$3.2K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.97KClosed |
$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
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5KNew |
$220K - $235K
|
5K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
21.6KNew |
$949K - $1.01M
|
21.6K
$493K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$96K - $103K
|
2.18K
$49.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
5.95K+ 31.62% |
$262K - $280K
|
24.8K
$567K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-672- 3.31% |
$29.6K - $31.6K
|
19.6K
$449K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
14New |
$617 - $658
|
14
$320
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-776- 7.29% |
$34.2K - $36.5K
|
9.87K
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.24KNew |
$231K - $247K
|
5.24K
$120K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8New |
$352 - $376
|
8
$183
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
10+ 0.04% |
$440 - $470
|
27.4K
$627K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.59K- 15.1% |
$70.1K - $74.9K
|
8.95K
$205K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-132- 44.59% |
$5.81K - $6.21K
|
164
$3.75K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.49K- 7.75% |
$110K - $117K
|
29.6K
$679K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.65KNew |
$72.4K - $77.4K
|
1.65K
$37.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
9.55KNew |
$421K - $449K
|
9.55K
$219K
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
45+ 0.94% |
$1.98K - $2.12K
|
4.86K
$111K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-28.2K- 61.32% |
$1.24M - $1.32M
|
17.8K
$407K
|
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1K+ 9.01% |
$44K - $47K
|
12.1K
$277K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
306New |
$13.5K - $14.4K
|
306
$7K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.29K- 20.53% |
$56.6K - $60.4K
|
4.98K
$114K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
164+ 2.37% |
$7.22K - $7.71K
|
7.09K
$162K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
9.9KNew |
$436K - $466K
|
9.9K
$227K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-2.62K- 27.67% |
$115K - $123K
|
6.84K
$156K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-435- 56.79% |
$19.2K - $20.5K
|
331
$7.58K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.16KNew |
$271K - $290K
|
6.16K
$141K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-57.4K- 85.11% |
$2.53M - $2.7M
|
10K
$230K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-420- 5.0% |
$18.5K - $19.8K
|
7.98K
$183K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
193New |
$8.5K - $9.08K
|
193
$4.42K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-21.9K- 33.06% |
$965K - $1.03M
|
44.4K
$1.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9.95KNew |
$438K - $468K
|
9.95K
$228K
|
|
|
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
$943K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
212New |
$9.34K - $9.97K
|
212
$4.85K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
15.1KNew |
$665K - $710K
|
15.1K
$346K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
84New |
$3.7K - $3.95K
|
84
$1.92K
|
|