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 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
44KNew |
$997K - $2.09M
|
44K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.95K+ 105.99% |
$44K - $92.4K
|
3.78K
$87.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
118K+ 108.41% |
$2.66M - $5.59M
|
226K
$5.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
27.2K+ 157.9% |
$616K - $1.29M
|
44.5K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.49K+ 101.77% |
$102K - $213K
|
8.9K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 100.0% |
$22.7K - $47.8K
|
2.01K
$46.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.59M+ 156.59% |
$58.6M - $123M
|
4.25M
$98.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12K+ 111.74% |
$273K - $573K
|
22.8K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
48.4K+ 101.87% |
$1.09M - $2.3M
|
95.9K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28New |
$634 - $1.33K
|
28
$648
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.6K+ 68.63% |
$377K - $791K
|
40.9K
$947K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.94K+ 3.59% |
$43.9K - $92.1K
|
55.9K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
182KNew |
$4.12M - $8.65M
|
182K
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
11.2K+ 102.66% |
$253K - $531K
|
22.1K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
77.9K+ 125.77% |
$1.76M - $3.7M
|
140K
$3.24M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.61K+ 146.65% |
$172K - $362K
|
12.8K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
45.3K+ 149.8% |
$1.03M - $2.15M
|
75.6K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
410K+ 108.06% |
$9.28M - $19.5M
|
790K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
116K+ 108.32% |
$2.62M - $5.5M
|
223K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
16.5K+ 172.01% |
$374K - $786K
|
26.2K
$605K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.12M+ 116.46% |
$25.3M - $53.2M
|
2.08M
$48.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
23.1K+ 257.75% |
$523K - $1.1M
|
32.1K
$743K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.4K+ 129.13% |
$439K - $921K
|
34.4K
$796K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.42K+ 106.85% |
$145K - $305K
|
12.4K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
484+ 102.11% |
$11K - $23K
|
958
$22.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.95K- 18.99% |
$66.8K - $140K
|
12.6K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
742K+ 186.59% |
$16.8M - $35.3M
|
1.14M
$26.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.54KNew |
$34.8K - $73K
|
1.54K
$35.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.43KNew |
$100K - $211K
|
4.43K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
147KNew |
$3.33M - $7M
|
147K
$3.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
4.86K+ 86.8% |
$110K - $231K
|
10.5K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
6.08K+ 102.19% |
$137K - $289K
|
12K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
24.1K+ 81.86% |
$545K - $1.14M
|
53.5K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.1K+ 92.82% |
$341K - $716K
|
31.3K
$724K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.3K+ 92.12% |
$302K - $634K
|
27.8K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
275K+ 82.88% |
$6.22M - $13.1M
|
606K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
12.5K+ 98.02% |
$283K - $594K
|
25.2K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.66K+ 54.92% |
$105K - $221K
|
13.1K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-6.51K- 5.5% |
$147K - $309K
|
112K
$2.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26K+ 108.36% |
$588K - $1.24M
|
50K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.39M+ 85.16% |
$122M - $256M
|
11.7M
$271M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
673+ 124.4% |
$15.2K - $32K
|
1.21K
$28.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.42M+ 120.11% |
$77.4M - $163M
|
6.27M
$145M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
63.5K+ 207.57% |
$1.44M - $3.02M
|
94K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
116K+ 105.45% |
$2.62M - $5.5M
|
226K
$5.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
39KNew |
$882K - $1.85M
|
39K
$902K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
45.4K+ 111.69% |
$1.03M - $2.16M
|
86K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22K+ 97.81% |
$497K - $1.04M
|
44.5K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
265New |
$6K - $12.6K
|
265
$6.13K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.22K+ 4529.63% |
$27.7K - $58.1K
|
1.25K
$28.9K
|