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 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
16.2KNew |
$367K - $771K
|
16.2K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.18K+ 99.99% |
$208K - $436K
|
18.4K
$425K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85.8K+ 78.52% |
$1.94M - $4.08M
|
195K
$4.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
111K+ 97.64% |
$2.51M - $5.27M
|
225K
$5.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.5K+ 42.56% |
$713K - $1.5M
|
106K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
41K+ 62.89% |
$927K - $1.95M
|
106K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.48K+ 101.44% |
$33.6K - $70.5K
|
2.95K
$68.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
40.1K+ 125.47% |
$908K - $1.91M
|
72.1K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75.5K+ 98.54% |
$1.71M - $3.59M
|
152K
$3.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.38K+ 108.77% |
$122K - $256K
|
10.3K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
249K+ 311.71% |
$5.64M - $11.8M
|
329K
$7.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
119K+ 103.14% |
$2.7M - $5.68M
|
235K
$5.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.27K+ 88.97% |
$96.5K - $203K
|
9.06K
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
698+ 100.29% |
$15.8K - $33.2K
|
1.39K
$32.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.68K+ 40911.11% |
$83.3K - $175K
|
3.69K
$85.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.54K+ 100.85% |
$80.2K - $168K
|
7.06K
$163K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.32K+ 92.92% |
$211K - $443K
|
19.4K
$448K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
33.9K+ 79.1% |
$768K - $1.61M
|
76.8K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
9.22KNew |
$209K - $438K
|
9.22K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
178KNew |
$4.03M - $8.46M
|
178K
$4.12M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
135KNew |
$3.06M - $6.43M
|
135K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
176KNew |
$3.99M - $8.38M
|
176K
$4.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62New |
$1.4K - $2.95K
|
62
$1.44K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
227K+ 87.14% |
$5.13M - $10.8M
|
487K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
151KNew |
$3.42M - $7.19M
|
151K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
49.6KNew |
$1.12M - $2.36M
|
49.6K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
168K+ 71.69% |
$3.79M - $7.97M
|
401K
$9.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
30+ 100.0% |
$679 - $1.43K
|
60
$1.39K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.3K+ 92.9% |
$368K - $774K
|
33.8K
$782K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
40K+ 98.06% |
$906K - $1.9M
|
80.8K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
131+ 100.0% |
$2.96K - $6.23K
|
262
$6.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
77.9K+ 146.04% |
$1.76M - $3.7M
|
131K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
23K+ 100.39% |
$520K - $1.09M
|
45.9K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
3.55K+ 100.0% |
$80.3K - $169K
|
7.09K
$164K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
24.2KNew |
$547K - $1.15M
|
24.2K
$560K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
11.2K+ 119.11% |
$252K - $530K
|
20.5K
$475K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.47K+ 101.18% |
$101K - $212K
|
8.88K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16.3K+ 94.3% |
$369K - $776K
|
33.6K
$778K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.49K+ 76.89% |
$124K - $261K
|
12.6K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.38M+ 107.68% |
$76.4M - $160M
|
6.51M
$151M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.64K+ 50.02% |
$196K - $411K
|
25.9K
$600K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.64M+ 112.49% |
$37M - $77.8M
|
3.09M
$71.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
65+ 100.0% |
$1.47K - $3.09K
|
130
$3.01K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.59K+ 97.1% |
$194K - $408K
|
17.4K
$403K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
548K+ 153.5% |
$12.4M - $26M
|
905K
$20.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
934New |
$21.1K - $44.4K
|
934
$21.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
32.1K+ 100.0% |
$727K - $1.53M
|
64.3K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.2K+ 100.51% |
$524K - $1.1M
|
46.2K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
17.9K+ 144.82% |
$404K - $849K
|
30.2K
$699K
|