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 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
220K+ 111.27% |
$4.98M - $10.5M
|
418K
$9.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
73+ 132.73% |
$1.65K - $3.47K
|
128
$2.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
21.2K+ 94.56% |
$480K - $1.01M
|
43.6K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29K+ 29.03% |
$655K - $1.38M
|
129K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
80+ 101.27% |
$1.81K - $3.8K
|
159
$3.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
174New |
$3.94K - $8.27K
|
174
$4.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
103K+ 119.59% |
$2.32M - $4.88M
|
188K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
17.4K+ 113.6% |
$393K - $825K
|
32.6K
$756K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.2K+ 87.07% |
$27.1K - $57K
|
2.58K
$59.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.89K+ 4.98% |
$87.9K - $185K
|
81.9K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
376New |
$8.51K - $17.9K
|
376
$8.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
9.39KNew |
$213K - $446K
|
9.39K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
58.6KNew |
$1.33M - $2.79M
|
58.6K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
11.6KNew |
$261K - $549K
|
11.6K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
670K+ 123.75% |
$15.2M - $31.8M
|
1.21M
$28M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17.2K+ 13152.67% |
$390K - $819K
|
17.4K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
13.7K+ 727.26% |
$309K - $649K
|
15.5K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10.2K+ 126.0% |
$231K - $486K
|
18.3K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.4K+ 6.3% |
$1.46M - $3.06M
|
1.09M
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
25.1K+ 96.07% |
$569K - $1.19M
|
51.3K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.05K+ 191.17% |
$182K - $383K
|
12.3K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100+ 100.0% |
$2.26K - $4.75K
|
200
$4.63K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
52.4K+ 97.9% |
$1.18M - $2.49M
|
106K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
294K+ 680.14% |
$6.64M - $14M
|
337K
$7.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.5KNew |
$33.9K - $71.3K
|
1.5K
$34.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.4K+ 44.52% |
$1.25M - $2.63M
|
180K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
60+ 101.69% |
$1.36K - $2.85K
|
119
$2.75K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
9.18K+ 88.94% |
$208K - $436K
|
19.5K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
4.29KNew |
$97K - $204K
|
4.29K
$99.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
529KNew |
$12M - $25.1M
|
529K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
12.5KNew |
$282K - $592K
|
12.5K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
20.8KNew |
$471K - $990K
|
20.8K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
15.2KNew |
$344K - $723K
|
15.2K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
280+ 100.0% |
$6.34K - $13.3K
|
560
$13K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.2KNew |
$253K - $532K
|
11.2K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
429K+ 240.07% |
$9.71M - $20.4M
|
608K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
82K+ 162.15% |
$1.86M - $3.9M
|
133K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
25K+ 118.71% |
$566K - $1.19M
|
46.1K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
184K+ 125.16% |
$4.16M - $8.74M
|
331K
$7.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
24K+ 79.38% |
$544K - $1.14M
|
54.3K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
43K+ 112.42% |
$974K - $2.05M
|
81.3K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
125K+ 132.24% |
$2.83M - $5.95M
|
220K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
12.4K+ 98.08% |
$282K - $591K
|
25.1K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.58K+ 74.13% |
$104K - $218K
|
10.8K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
94.5K+ 28.27% |
$2.14M - $4.49M
|
429K
$9.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
20New |
$453 - $951
|
20
$463
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
22.9KNew |
$518K - $1.09M
|
22.9K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.25K+ 100.0% |
$73.5K - $154K
|
6.5K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
38.9K+ 112.26% |
$880K - $1.85M
|
73.5K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
45K+ 102.79% |
$1.02M - $2.14M
|
88.8K
$2.06M
|