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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.2K- 2.34% |
$54.4K - $57.6K
|
50.2K
$1.15M
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
34.8K+ 13.87% |
$1.57M - $1.67M
|
286K
$6.55M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
480+ 5.71% |
$21.7K - $23K
|
8.89K
$204K
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.97K+ 48.52% |
$180K - $190K
|
12.2K
$279K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.51K- 88.88% |
$113K - $120K
|
314
$7.2K
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
15.8KNew |
$716K - $758K
|
15.8K
$363K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.39KNew |
$198K - $210K
|
4.39K
$101K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
36+ 8.22% |
$1.63K - $1.72K
|
474
$10.9K
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-817- 4.54% |
$36.9K - $39.1K
|
17.2K
$394K
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
47.3KNew |
$2.14M - $2.26M
|
47.3K
$1.08M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-38.2K- 2.16% |
$1.73M - $1.83M
|
1.73M
$39.7M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.3K- 16.15% |
$58.8K - $62.2K
|
6.75K
$155K
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-72- 14.17% |
$3.25K - $3.45K
|
436
$10K
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
52+ 0.41% |
$2.35K - $2.49K
|
12.6K
$289K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.81K+ 37.72% |
$398K - $422K
|
32.2K
$738K
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.07K+ 3.73% |
$48.2K - $51.1K
|
29.7K
$680K
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.96K+ 5.46% |
$315K - $333K
|
134K
$3.08M
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-452- 4.91% |
$20.4K - $21.6K
|
8.75K
$201K
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-10- 0.2% |
$452 - $479
|
4.93K
$113K
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-125- 1.29% |
$5.65K - $5.98K
|
9.6K
$220K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1- 7.69% |
$45.2 - $47.9
|
12
$275
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.18K- 1.73% |
$53.5K - $56.6K
|
67K
$1.54M
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-117K- 64.29% |
$5.31M - $5.62M
|
65.2K
$1.5M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.24K+ 5.81% |
$56.1K - $59.5K
|
22.6K
$519K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-140- 14.72% |
$6.33K - $6.7K
|
811
$18.6K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-284K- 16.62% |
$12.8M - $13.6M
|
1.42M
$32.7M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.75K+ 1.47% |
$79.1K - $83.7K
|
121K
$2.78M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.02KNew |
$227K - $240K
|
5.02K
$115K
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
277+ 2.79% |
$12.5K - $13.3K
|
10.2K
$234K
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-302- 6.67% |
$13.7K - $14.5K
|
4.22K
$96.9K
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-21.5K- 26.89% |
$974K - $1.03M
|
58.6K
$1.34M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-101- 2.95% |
$4.57K - $4.83K
|
3.33K
$76.2K
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
11.2K+ 4.68% |
$507K - $537K
|
251K
$5.76M
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
580+ 6.97% |
$26.2K - $27.8K
|
8.91K
$204K
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
9.64KNew |
$436K - $462K
|
9.64K
$221K
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.6K- 6.73% |
$118K - $125K
|
36K
$826K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.74KNew |
$214K - $227K
|
4.74K
$109K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.24K- 0.49% |
$56.1K - $59.5K
|
251K
$5.75M
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-50.5K- 41.72% |
$2.28M - $2.42M
|
70.5K
$1.62M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85+ 2.48% |
$3.84K - $4.07K
|
3.51K
$80.6K
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
454+ 2.08% |
$20.5K - $21.7K
|
22.3K
$512K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-949- 5.21% |
$42.9K - $45.4K
|
17.3K
$396K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
15.6K+ 9.03% |
$706K - $748K
|
189K
$4.33M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.32KNew |
$195K - $207K
|
4.32K
$99.1K
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-3.19K- 38.22% |
$144K - $153K
|
5.15K
$118K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.1K+ 66.55% |
$820K - $868K
|
45.4K
$1.04M
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
41.5K+ 7.77% |
$1.87M - $1.98M
|
575K
$13.2M
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-206- 13.71% |
$9.31K - $9.86K
|
1.3K
$29.7K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.52K+ 0.79% |
$250K - $264K
|
706K
$16.2M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.85KNew |
$83.5K - $88.4K
|
1.85K
$42.4K
|