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 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.8K+ 15.61% |
$667K - $707K
|
109K
$2.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
12.5KNew |
$564K - $597K
|
12.5K
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.14K+ 57.9% |
$187K - $198K
|
11.3K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
7.97K+ 25.08% |
$360K - $381K
|
39.7K
$911K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.23K- 4.19% |
$55.6K - $58.9K
|
28.2K
$646K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.06K- 0.6% |
$47.9K - $50.7K
|
174K
$4M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20+ 1.74% |
$904 - $957
|
1.17K
$26.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.37K- 26.35% |
$61.7K - $65.4K
|
3.82K
$87.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-144- 1.1% |
$6.51K - $6.89K
|
12.9K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
761New |
$34.4K - $36.4K
|
761
$17.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
37.3K+ 16.95% |
$1.69M - $1.79M
|
258K
$5.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-219- 0.42% |
$9.9K - $10.5K
|
51.7K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
30+ 0.31% |
$1.36K - $1.44K
|
9.61K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
29.4K+ 9.38% |
$1.33M - $1.41M
|
343K
$7.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
35+ 0.43% |
$1.58K - $1.68K
|
8.13K
$186K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.58K- 12.17% |
$162K - $171K
|
25.8K
$592K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
390+ 2.12% |
$17.6K - $18.7K
|
18.8K
$431K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
103+ 0.95% |
$4.66K - $4.93K
|
10.9K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
96+ 0.33% |
$4.34K - $4.6K
|
29.6K
$679K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
132+ 0.94% |
$5.97K - $6.32K
|
14.2K
$326K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-651- 8.78% |
$29.4K - $31.2K
|
6.76K
$155K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
475+ 1.16% |
$21.5K - $22.7K
|
41.3K
$947K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-310K- 97.45% |
$14M - $14.8M
|
8.11K
$186K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-148K- 82.42% |
$6.68M - $7.07M
|
31.5K
$723K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-4.65K- 4.01% |
$210K - $223K
|
111K
$2.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.46K+ 2.58% |
$65.8K - $69.7K
|
57.9K
$1.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.45K- 13.65% |
$156K - $165K
|
21.8K
$500K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
236K+ 109.68% |
$10.7M - $11.3M
|
451K
$10.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
38KNew |
$1.72M - $1.82M
|
38K
$872K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
41.4K+ 3.71% |
$1.87M - $1.98M
|
1.16M
$26.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-44.7K- 61.59% |
$2.02M - $2.14M
|
27.9K
$639K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.41KNew |
$199K - $211K
|
4.41K
$101K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-327- 3.49% |
$14.8K - $15.7K
|
9.06K
$208K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 10.47% |
$52.8K - $56K
|
12.3K
$283K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
35+ 0.35% |
$1.58K - $1.68K
|
10K
$230K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-76- 0.19% |
$3.44K - $3.64K
|
39.2K
$899K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.96K+ 23.87% |
$134K - $142K
|
15.4K
$352K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-727- 1.26% |
$32.9K - $34.8K
|
57.1K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 7.43% |
$67.2K - $71.1K
|
18.5K
$424K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
3.81K+ 4.42% |
$172K - $183K
|
90K
$2.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
40+ 0.83% |
$1.81K - $1.91K
|
4.86K
$111K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
11.1K+ 19.29% |
$500K - $530K
|
68.4K
$1.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.39K- 3.37% |
$153K - $162K
|
97.2K
$2.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.73K- 4.81% |
$123K - $131K
|
54K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
18.7K+ 1.91% |
$845K - $895K
|
999K
$22.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
16.2K+ 3.22% |
$732K - $776K
|
519K
$11.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
11.7K+ 2.45% |
$528K - $559K
|
489K
$11.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 3.48% |
$80.9K - $85.7K
|
53.2K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
374KNew |
$16.9M - $17.9M
|
374K
$8.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
89+ 0.3% |
$4.02K - $4.26K
|
29.4K
$674K
|