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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.81K+ 161.54% |
$63.5K - $133K
|
4.54K
$104K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.51K+ 96.63% |
$102K - $214K
|
9.17K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
32.3K+ 115.92% |
$731K - $1.54M
|
60.2K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-360- 82.57% |
$8.15K - $17.1K
|
76
$1.74K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.21K+ 102.1% |
$163K - $343K
|
14.3K
$327K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9.38K+ 97.76% |
$212K - $446K
|
19K
$435K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
118K+ 69.24% |
$2.68M - $5.63M
|
290K
$6.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27.4KNew |
$620K - $1.3M
|
27.4K
$628K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
27K+ 135.61% |
$611K - $1.28M
|
46.9K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13KNew |
$294K - $617K
|
13K
$297K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.8K+ 100.68% |
$154K - $323K
|
13.5K
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
6.27K+ 120.98% |
$142K - $298K
|
11.5K
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
75.7KNew |
$1.71M - $3.6M
|
75.7K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
253K+ 107.73% |
$5.74M - $12M
|
489K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
21.3K+ 126.1% |
$481K - $1.01M
|
38.1K
$874K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.97K+ 81.61% |
$67.2K - $141K
|
6.61K
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
44.2K+ 100.76% |
$1M - $2.1M
|
88.1K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14.6KNew |
$329K - $692K
|
14.6K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
23K+ 101.76% |
$521K - $1.09M
|
45.6K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.67K+ 100.0% |
$82.9K - $174K
|
7.33K
$168K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
26K+ 149.04% |
$589K - $1.24M
|
43.5K
$997K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.34M+ 94.4% |
$30.4M - $63.9M
|
2.77M
$63.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
37.9K+ 115.54% |
$857K - $1.8M
|
70.6K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
340+ 100.89% |
$7.69K - $16.2K
|
677
$15.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
33K+ 113.07% |
$746K - $1.57M
|
62.1K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
822K+ 116.43% |
$18.6M - $39.1M
|
1.53M
$35M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
37.1K+ 101.08% |
$839K - $1.76M
|
73.7K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
51.8K+ 100.0% |
$1.17M - $2.46M
|
104K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20K+ 118.76% |
$453K - $951K
|
36.9K
$844K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
17.8KNew |
$402K - $844K
|
17.8K
$407K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
13.9K+ 100.18% |
$315K - $662K
|
27.8K
$638K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-19.2K- 38.27% |
$435K - $914K
|
31K
$710K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
73+ 102.82% |
$1.65K - $3.47K
|
144
$3.3K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
426K+ 114.02% |
$9.65M - $20.3M
|
800K
$18.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
7.85K+ 88.1% |
$178K - $373K
|
16.8K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
116K+ 76.36% |
$2.63M - $5.52M
|
268K
$6.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
326K+ 126.52% |
$7.37M - $15.5M
|
583K
$13.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
513K+ 104.88% |
$11.6M - $24.4M
|
1M
$22.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
159K+ 118.42% |
$3.6M - $7.56M
|
294K
$6.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
93.8K+ 92.11% |
$2.12M - $4.46M
|
196K
$4.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.75KNew |
$62.3K - $131K
|
2.75K
$63.1K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
389K+ 141.42% |
$8.8M - $18.5M
|
664K
$15.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.51K+ 96.8% |
$34.2K - $71.8K
|
3.07K
$70.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
29+ 126.09% |
$656 - $1.38K
|
52
$1.19K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
9.32K+ 100.0% |
$211K - $443K
|
18.6K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
42.5K+ 106.43% |
$961K - $2.02M
|
82.4K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
70.5K+ 77.88% |
$1.6M - $3.35M
|
161K
$3.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
317KNew |
$7.18M - $15.1M
|
317K
$7.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
172K+ 127.69% |
$3.89M - $8.16M
|
306K
$7.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.1K+ 100.0% |
$47.5K - $99.9K
|
4.2K
$96.3K
|