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 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
$8.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
89+ 0.3% |
$4.02K - $4.26K
|
29.4K
$675K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
6.99K+ 126.99% |
$316K - $335K
|
12.5K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-800- 6.24% |
$36.2K - $38.3K
|
12K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
339+ 1.07% |
$15.3K - $16.2K
|
32K
$734K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
35.2K+ 63.68% |
$1.59M - $1.69M
|
90.5K
$2.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
58+ 6.05% |
$2.62K - $2.78K
|
1.02K
$23.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
208+ 2.99% |
$9.4K - $9.96K
|
7.16K
$164K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-17- 0.47% |
$768 - $814
|
3.64K
$83.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.12K+ 30.27% |
$96K - $102K
|
9.14K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
475+ 1.68% |
$21.5K - $22.7K
|
28.7K
$660K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
296K+ 34780.82% |
$13.4M - $14.2M
|
296K
$6.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.95K+ 11.13% |
$88.3K - $93.5K
|
19.5K
$448K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
555+ 0.79% |
$25.1K - $26.6K
|
71.2K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-226- 0.59% |
$10.2K - $10.8K
|
37.9K
$870K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.08K- 2.23% |
$94.1K - $99.7K
|
91.3K
$2.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
36.3KNew |
$1.64M - $1.74M
|
36.3K
$834K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
28.2K+ 13.6% |
$1.27M - $1.35M
|
235K
$5.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
16+ 0.22% |
$723 - $766
|
7.14K
$164K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
7.03K+ 5.95% |
$318K - $336K
|
125K
$2.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
10.7KNew |
$485K - $513K
|
10.7K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-1.1K- 8.46% |
$49.9K - $52.8K
|
11.9K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.69K+ 6.56% |
$122K - $129K
|
43.7K
$1M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.09K- 3.49% |
$140K - $148K
|
85.5K
$1.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
54.5K+ 5.79% |
$2.46M - $2.61M
|
996K
$22.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.44K- 6.02% |
$381K - $404K
|
132K
$3.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.66K+ 2.95% |
$256K - $271K
|
198K
$4.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
104+ 0.41% |
$4.7K - $4.98K
|
25.2K
$579K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.79K+ 10.6% |
$126K - $134K
|
29.2K
$669K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-87.6K- 88.47% |
$3.96M - $4.19M
|
11.4K
$262K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.82K- 1.14% |
$263K - $279K
|
503K
$11.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
130+ 0.32% |
$5.88K - $6.22K
|
41.2K
$947K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
741New |
$33.5K - $35.5K
|
741
$17K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
6.22KNew |
$281K - $298K
|
6.22K
$143K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
236K+ 16.48% |
$10.7M - $11.3M
|
1.67M
$38.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-160- 0.59% |
$7.23K - $7.66K
|
27K
$621K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.49K- 34.85% |
$113K - $119K
|
4.66K
$107K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-24.5K- 30.2% |
$1.11M - $1.17M
|
56.5K
$1.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.45K+ 0.82% |
$65.4K - $69.2K
|
178K
$4.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
137+ 8.56% |
$6.19K - $6.56K
|
1.74K
$39.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.75K+ 4.62% |
$124K - $132K
|
62.3K
$1.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-787- 4.18% |
$35.6K - $37.7K
|
18K
$414K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-876- 8.78% |
$39.6K - $41.9K
|
9.1K
$209K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.65K+ 10.85% |
$74.7K - $79.1K
|
16.9K
$387K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
15.5K+ 261.2% |
$700K - $742K
|
21.4K
$492K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.07K- 9.45% |
$48.5K - $51.4K
|
10.3K
$236K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.35M+ 87.5% |
$61.2M - $64.8M
|
2.9M
$66.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.35K+ 11.64% |
$151K - $160K
|
32.1K
$738K
|