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 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.9KNew |
$328K - $332K
|
5.9K
$138K
|
|
|
Feb 16, 2021
Q4 2020
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
650New |
$36.1K - $36.5K
|
650
$15.2K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
25New |
$1.39K - $1.41K
|
25
$585
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
62.9KNew |
$3.53M - $3.58M
|
62.9K
$1.47M
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.59K+ 30.2% |
$86.4K - $89.4K
|
6.85K
$160K
|
|
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
68New |
$3.7K - $3.82K
|
68
$1.59K
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
14New |
$761 - $787
|
14
$328
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
37New |
$1.86K - $2.08K
|
37
$866
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.88KNew |
$99.9K - $101K
|
1.88K
$44K
|
|
|
Nov 04, 2019
Q3 2019
|
Bourgeon Capital Management LLC
|
BUY
|
- |
300New |
$15.9K - $16.2K
|
300
$7.02K
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46New |
$2.44K - $2.48K
|
46
$1.08K
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
23.4K+ 327.99% |
N/A
|
30.6K
$715K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
315KNew |
N/A
|
315K
$7.37M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Everett Harris & CO
|
BUY
|
- |
700+ 15.73% |
N/A
|
5.15K
$121K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
233New |
N/A
|
233
$5.45K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
CALL |
40.4KNew |
N/A
|
40.4K
$945K
|
|
|
Nov 14, 2017
Q3 2017
|
Covington Capital Management
|
BUY
|
- |
984New |
N/A
|
984
$23K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$23.4
|
|