Latest Institutional Purchases of Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

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 21, 2023 Q4 2022
Boulder Wealth Advisors, LLC

Boulder, CO
BUY
 -
140
New
$6.17K - $6.58K
140 $3.28K
Jan 13, 2023 Q4 2022
Piershale Financial Group, Inc.

BUY
 -
84
New
$3.7K - $3.95K
84 $1.97K
Feb 06, 2023 Q4 2022
Red Cedar Capital, LLC

BUY
 -
45
+ 0.94%
$1.98K - $2.12K
4.86K $114K
Jan 09, 2023 Q4 2022
Cambridge Trust CO

Boston, MA
BUY
 -
34
New
$1.5K - $1.6K
34 $796
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
19
New
$837 - $894
19 $445
Feb 13, 2023 Q4 2022
Clear Street Markets LLC

BUY
 -
14
New
$617 - $658
14 $328
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
14
New
$617 - $658
14 $328
Feb 09, 2023 Q4 2022
Advisory Services & Investments, LLC

BUY
 -
10
+ 0.04%
$440 - $470
27.4K $641K
Feb 27, 2023 Q4 2022
Rebalance, LLC

Palo Alto, CA
BUY
 -
9
New
$396 - $423
9 $211
Feb 10, 2023 Q4 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
8
New
$352 - $376
8 $187
Q3 2022
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
25.2K
New
$1.13M - $1.24M
25.2K $589K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
1.51K
+ 16.07%
$68K - $74.2K
10.9K $256K
Nov 01, 2022 Q3 2022
Blooom, Inc.

BUY
 -
793
+ 4.62%
$35.7K - $38.9K
18K $421K
Nov 03, 2022 Q3 2022
Western Financial Corporation

BUY
 -
279
+ 1.15%
$12.5K - $13.7K
24.5K $574K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
220
New
$9.9K - $10.8K
220 $5.15K
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
87
New
$3.91K - $4.27K
87 $2.04K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
51
New
$2.29K - $2.5K
51 $1.19K
Oct 25, 2022 Q3 2022
Arcus Capital Partners, LLC

BUY
 -
22
+ 0.42%
$990 - $1.08K
5.31K $124K
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
BUY
 -
5
New
$225 - $245
5 $117
Oct 21, 2022 Q3 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1
+ 0.66%
$45 - $49.1
153 $3.58K
Q2 2022
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
63.9K
New
$2.98M - $3.22M
63.9K $1.5M
Aug 15, 2022 Q2 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
22.4K
New
$1.05M - $1.13M
22.4K $525K
Jul 22, 2022 Q2 2022
Kcs Wealth Advisory

BUY
 -
16K
+ 167.17%
$744K - $804K
25.5K $597K
Jul 19, 2022 Q2 2022
J2 Capital Management Inc

BUY
 -
12K
New
$561K - $605K
12K $281K
Aug 12, 2022 Q2 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
8.41K
New
$392K - $424K
8.41K $197K
Jul 25, 2022 Q2 2022
Walker Asset Management, LLC

BUY
 -
8.39K
New
$391K - $422K
8.39K $196K
Jul 08, 2022 Q2 2022
Apella Capital, LLC

BUY
 -
4.54K
New
$212K - $229K
4.54K $106K
Jul 11, 2022 Q2 2022
Procyon Advisors, LLC

BUY
 -
2.98K
+ 1.63%
$139K - $150K
186K $4.34M
Aug 09, 2022 Q2 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
629
+ 15.34%
$29.3K - $31.7K
4.73K $111K
Aug 16, 2022 Q2 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
293
New
$13.7K - $14.8K
293 $6.86K
Jul 22, 2022 Q2 2022
Jnba Financial Advisors

BUY
 -
77
New
$3.59K - $3.88K
77 $1.8K
Aug 02, 2022 Q2 2022
Resolute Financial, LLC

BUY
 -
26
+ 0.61%
$1.21K - $1.31K
4.31K $101K
Aug 12, 2022 Q2 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
10
+ 0.94%
$466 - $504
1.08K $25.2K
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
8
+ 0.15%
$373 - $403
5.27K $123K
Aug 12, 2022 Q2 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
6
+ 0.13%
$280 - $302
4.58K $107K
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
5
New
$233 - $252
5 $117
Jul 25, 2022 Q2 2022
Foster Group, Inc.

BUY
 -
2
+ 0.01%
$93.2 - $101
14.3K $334K
Jul 28, 2022 Q2 2022
Selective Wealth Management, Inc.

BUY
 -
1
+ 1.56%
$46.6 - $50.4
65 $1.52K
Q1 2022
Apr 21, 2022 Q1 2022
Bck Partners, Inc.

BUY
 -
36.5K
New
$1.83M - $1.96M
36.5K $855K
May 10, 2022 Q1 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
1.2K
+ 21.41%
$59.9K - $64.1K
6.79K $159K
Aug 12, 2024 Q1 2022
Abound Wealth Management

Franklin, TN
BUY
 -
664
+ 140.68%
$33.2K - $35.5K
1.14K $26.6K
Apr 08, 2022 Q1 2022
Lowe Wealth Advisors, LLC

BUY
 -
149
New
$7.46K - $7.97K
149 $3.49K
Q4 2021
Jan 31, 2022 Q4 2021
Cnb Bank

Clearfield, PA
BUY
 -
106
New
$5.68K - $5.78K
106 $2.48K
Q3 2021
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
25.4K
New
$1.38M - $1.4M
25.4K $595K
Oct 25, 2021 Q3 2021
Cubic Asset Management, LLC

BUY
 -
7.25K
New
$393K - $400K
7.25K $170K
Q2 2021
Aug 05, 2021 Q2 2021
Column Capital Advisors, LLC

BUY
 -
60
+ 11.11%
$3.23K - $3.28K
600 $14K
Dec 27, 2021 Q2 2021
Resolute Advisors LLC

BUY
 -
49
New
$2.64K - $2.68K
49 $1.15K
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
21
New
$1.13K - $1.15K
21 $491
Q1 2021
May 14, 2021 Q1 2021
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
1.34K
New
$72.2K - $75.2K
1.34K $31.4K

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