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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-27.7K- 41.37% |
$621K - $644K
|
39.2K
$907K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.55K+ 1.06% |
$34.9K - $36.1K
|
148K
$3.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
4K+ 3.22% |
$89.8K - $93K
|
128K
$2.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.3K+ 3.77% |
$321K - $332K
|
394K
$9.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-5.15K- 5.58% |
$116K - $120K
|
87.2K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
59.3K+ 157.57% |
$1.33M - $1.38M
|
96.9K
$2.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
53+ 0.18% |
$1.19K - $1.23K
|
28.7K
$665K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
2.93K+ 4.64% |
$65.9K - $68.2K
|
66.1K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
179K+ 5.0% |
$4.01M - $4.15M
|
3.75M
$86.7M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
5.88K+ 43.44% |
$132K - $137K
|
19.4K
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
19K+ 31.76% |
$426K - $441K
|
78.6K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6.26K+ 1.07% |
$141K - $146K
|
593K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
2.48K+ 10.26% |
$55.6K - $57.6K
|
26.6K
$615K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.67K+ 1.04% |
$172K - $178K
|
743K
$17.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-7.96K- 8.17% |
$179K - $185K
|
89.4K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12.3K+ 9.69% |
$275K - $285K
|
139K
$3.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
151+ 0.16% |
$3.39K - $3.51K
|
97.4K
$2.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-795- 1.97% |
$17.9K - $18.5K
|
39.6K
$916K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
47.7K+ 8.45% |
$1.07M - $1.11M
|
613K
$14.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
5K+ 19.05% |
$112K - $116K
|
31.2K
$723K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
1.92K+ 1.73% |
$43.1K - $44.6K
|
113K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
7.48K+ 10.07% |
$168K - $174K
|
81.8K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 4.68% |
$48.6K - $50.3K
|
44.1K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
25K+ 10.4% |
$561K - $581K
|
265K
$6.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.02K- 4.56% |
$45.5K - $47.1K
|
42.4K
$981K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.14KNew |
$205K - $213K
|
9.14K
$211K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.27K- 2.04% |
$28.5K - $29.5K
|
60.8K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
13.2KNew |
$297K - $308K
|
13.2K
$306K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.24KNew |
$208K - $215K
|
9.24K
$214K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
349+ 5.43% |
$7.84K - $8.12K
|
6.77K
$157K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.34K+ 4.51% |
$74.9K - $77.6K
|
77.4K
$1.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-5.2K- 14.6% |
$117K - $121K
|
30.4K
$704K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-142- 0.8% |
$3.19K - $3.3K
|
17.7K
$408K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.14K- 1.42% |
$48.1K - $49.8K
|
149K
$3.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
10K+ 25.71% |
$225K - $233K
|
49K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.73K- 1.58% |
$38.9K - $40.3K
|
108K
$2.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.03K- 6.73% |
$45.5K - $47.2K
|
28.1K
$650K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.53K+ 8.02% |
$79.2K - $82K
|
47.5K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.68K+ 96.46% |
$173K - $179K
|
15.6K
$362K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.68K- 12.44% |
$105K - $109K
|
32.9K
$762K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-5.77K- 5.41% |
$130K - $134K
|
101K
$2.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-487K- 8.26% |
$10.9M - $11.3M
|
5.41M
$125M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.33K+ 0.61% |
$74.8K - $77.5K
|
547K
$12.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
4.31K+ 5.17% |
$96.9K - $100K
|
87.7K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-7.03K- 13.07% |
$158K - $164K
|
46.8K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 3.61% |
$346K - $359K
|
443K
$10.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
14.3KNew |
$321K - $333K
|
14.3K
$331K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
5.76K+ 7.85% |
$129K - $134K
|
79.1K
$1.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.25K- 2.15% |
$28.1K - $29.1K
|
56.8K
$1.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.42M+ 259.68% |
$31.9M - $33M
|
1.97M
$45.5M
|