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 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19.5K+ 86.35% |
$441K - $926K
|
42K
$973K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
30.7K+ 117.91% |
$696K - $1.46M
|
56.8K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.89KNew |
$201K - $422K
|
8.89K
$206K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.68K+ 100.0% |
$38K - $79.9K
|
3.36K
$77.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
550K+ 90.34% |
$12.5M - $26.2M
|
1.16M
$26.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
19.1K+ 81.65% |
$433K - $910K
|
42.6K
$986K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.94K+ 108.17% |
$180K - $377K
|
15.3K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
10.7KNew |
$241K - $506K
|
10.7K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
5.61K+ 99.98% |
$127K - $267K
|
11.2K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
6New |
$136 - $285
|
6
$139
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-160- 35.32% |
$3.62K - $7.6K
|
293
$6.78K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.1K+ 16.24% |
$229K - $481K
|
72.4K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.03K+ 54.38% |
$159K - $334K
|
20K
$462K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.33K+ 102.16% |
$30K - $63K
|
2.62K
$60.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
50.7K+ 93.27% |
$1.15M - $2.41M
|
105K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.1K+ 100.0% |
$251K - $528K
|
22.2K
$514K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
584KNew |
$13.2M - $27.8M
|
584K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
62.5K+ 108.0% |
$1.41M - $2.97M
|
120K
$2.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
53+ 100.0% |
$1.2K - $2.52K
|
106
$2.45K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
128K+ 82.23% |
$2.9M - $6.1M
|
284K
$6.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-166K- 84.07% |
$3.76M - $7.9M
|
31.5K
$729K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.36M+ 128.85% |
$30.8M - $64.7M
|
2.42M
$56M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
44.7K+ 68.51% |
$1.01M - $2.12M
|
110K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
171KNew |
$3.86M - $8.11M
|
171K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
45.4KNew |
$1.03M - $2.16M
|
45.4K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
39.3KNew |
$890K - $1.87M
|
39.3K
$911K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
41.6KNew |
$941K - $1.98M
|
41.6K
$962K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
17.3KNew |
$391K - $821K
|
17.3K
$400K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
87.7K+ 99.98% |
$1.98M - $4.17M
|
175K
$4.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.38K+ 102.63% |
$99.1K - $208K
|
8.64K
$200K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
42.1K+ 27.96% |
$952K - $2M
|
192K
$4.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.27K- 29.68% |
$96.7K - $203K
|
10.1K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
17.8K+ 49.35% |
$403K - $845K
|
53.8K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
271+ 273.74% |
$6.13K - $12.9K
|
370
$8.57K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
27+ 103.85% |
$611 - $1.28K
|
53
$1.23K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
18.3K+ 97.0% |
$414K - $870K
|
37.2K
$861K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
5.04K+ 97.86% |
$114K - $240K
|
10.2K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
144K+ 104.63% |
$3.26M - $6.85M
|
282K
$6.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52.5KNew |
$1.19M - $2.5M
|
52.5K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-444- 99.78% |
$10K - $21.1K
|
1
$23.2
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.55K- 2.56% |
$57.6K - $121K
|
96.8K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.32M+ 113.85% |
$29.8M - $62.6M
|
2.47M
$57.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
27.8K+ 100.0% |
$628K - $1.32M
|
55.5K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
462K+ 143.37% |
$10.5M - $22M
|
785K
$18.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
80+ 35.09% |
$1.81K - $3.8K
|
308
$7.13K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9.82K+ 100.0% |
$222K - $467K
|
19.6K
$455K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
37.6K+ 99.8% |
$852K - $1.79M
|
75.3K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
226KNew |
$5.11M - $10.7M
|
226K
$5.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
198K+ 148.39% |
$4.49M - $9.42M
|
332K
$7.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
84.5K+ 39.09% |
$1.91M - $4.02M
|
301K
$6.96M
|