Latest Institutional Purchases of Schwab Us Aggregate Bond ETF (SCHZ)
This list provides information on the latest institutional transactions involving Schwab Us Aggregate Bond ETF (SCHZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.38M+ 107.68% |
$76.4M - $160M
|
6.51M
$149M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3M+ 103.36% |
$67.8M - $143M
|
5.9M
$135M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.9M+ 113.85% |
$43M - $90.3M
|
3.57M
$81.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.64M+ 112.49% |
$37M - $77.8M
|
3.09M
$70.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.36M+ 128.85% |
$30.8M - $64.7M
|
2.42M
$55.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.34M+ 94.4% |
$30.4M - $63.9M
|
2.77M
$63.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.32M+ 113.85% |
$29.8M - $62.6M
|
2.47M
$56.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.09M+ 109.02% |
$24.7M - $51.8M
|
2.09M
$47.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.05M+ 104.99% |
$23.7M - $49.7M
|
2.04M
$46.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
822K+ 116.43% |
$18.6M - $39.1M
|
1.53M
$34.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
753K+ 142.58% |
$17M - $35.8M
|
1.28M
$29.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
659K+ 123.42% |
$14.9M - $31.3M
|
1.19M
$27.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
649K+ 112.85% |
$14.7M - $30.8M
|
1.22M
$27.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
584KNew |
$13.2M - $27.8M
|
584K
$13.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
559K+ 107.81% |
$12.7M - $26.6M
|
1.08M
$24.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
550K+ 90.34% |
$12.5M - $26.2M
|
1.16M
$26.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
548K+ 153.5% |
$12.4M - $26M
|
905K
$20.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
544K+ 108.16% |
$12.3M - $25.9M
|
1.05M
$23.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
513K+ 104.88% |
$11.6M - $24.4M
|
1M
$22.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
477KNew |
$10.8M - $22.7M
|
477K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
467K+ 69.22% |
$10.6M - $22.2M
|
1.14M
$26.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
462K+ 143.37% |
$10.5M - $22M
|
785K
$17.9M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
426K+ 114.02% |
$9.65M - $20.3M
|
800K
$18.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
425KNew |
$9.62M - $20.2M
|
425K
$9.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
401K+ 103.11% |
$9.07M - $19.1M
|
790K
$18M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
392K+ 114.44% |
$8.88M - $18.6M
|
735K
$16.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
391K+ 402.71% |
$8.86M - $18.6M
|
488K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
389K+ 141.42% |
$8.8M - $18.5M
|
664K
$15.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
369K+ 111.2% |
$8.35M - $17.5M
|
701K
$16M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
334K+ 1057.88% |
$7.55M - $15.9M
|
365K
$8.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
326K+ 126.52% |
$7.37M - $15.5M
|
583K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
317KNew |
$7.18M - $15.1M
|
317K
$7.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
301K+ 105.31% |
$6.81M - $14.3M
|
587K
$13.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
284K+ 109.17% |
$6.42M - $13.5M
|
543K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
283K+ 273.8% |
$6.4M - $13.4M
|
386K
$8.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
274K+ 109.33% |
$6.21M - $13M
|
525K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
268K+ 90.52% |
$6.07M - $12.8M
|
565K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
253K+ 107.73% |
$5.74M - $12M
|
489K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
250KNew |
$5.65M - $11.9M
|
250K
$5.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
249K+ 311.71% |
$5.64M - $11.8M
|
329K
$7.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
248K+ 98.78% |
$5.6M - $11.8M
|
498K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
243K+ 103.65% |
$5.49M - $11.5M
|
477K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
227K+ 87.14% |
$5.13M - $10.8M
|
487K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
226KNew |
$5.11M - $10.7M
|
226K
$5.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
224K+ 124.89% |
$5.06M - $10.6M
|
403K
$9.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
220K+ 157.55% |
$4.97M - $10.4M
|
359K
$8.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
212K+ 99.35% |
$4.81M - $10.1M
|
426K
$9.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
208KNew |
$4.7M - $9.87M
|
208K
$4.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
202K+ 113.7% |
$4.57M - $9.59M
|
379K
$8.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
198K+ 148.39% |
$4.49M - $9.42M
|
332K
$7.58M
|