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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
572New |
$25.2K - $26.5K
|
572
$13.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-144- 2.06% |
$6.36K - $6.67K
|
6.86K
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
17.1KNew |
$753K - $790K
|
17.1K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
59+ 1.04% |
$2.6K - $2.73K
|
5.76K
$135K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.46K- 3.79% |
$197K - $206K
|
113K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
119New |
$5.25K - $5.51K
|
119
$2.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
38+ 0.27% |
$1.68K - $1.76K
|
14.2K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
103K+ 6.49% |
$4.56M - $4.79M
|
1.7M
$39.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 3.61% |
$71.7K - $75.3K
|
46.7K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.84K- 16.08% |
$170K - $178K
|
20.1K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.67KNew |
$73.5K - $77.1K
|
1.67K
$39K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.79K- 84.96% |
$255K - $268K
|
1.03K
$24K
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$44.1 - $46.3
|
8.95K
$209K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
SELL
|
- |
-1.56K- 3.44% |
$68.7K - $72.1K
|
43.7K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-85- 1.12% |
$3.75K - $3.94K
|
7.5K
$175K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
2.09KNew |
$92.3K - $96.9K
|
2.09K
$49K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.99K- 19.42% |
$87.7K - $92.1K
|
8.25K
$193K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.8K+ 4.73% |
$874K - $918K
|
439K
$10.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
59New |
$2.6K - $2.73K
|
59
$1.38K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
498+ 2.01% |
$22K - $23.1K
|
25.2K
$590K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.53KNew |
$244K - $256K
|
5.53K
$129K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-1.09K- 7.18% |
$47.9K - $50.3K
|
14K
$328K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$397 - $417
|
5.16K
$121K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.42KNew |
$327K - $344K
|
7.42K
$174K
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
8.06KNew |
$356K - $373K
|
8.06K
$189K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
190New |
$8.39K - $8.8K
|
190
$4.45K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.51KNew |
$111K - $116K
|
2.51K
$58.6K
|
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-976- 11.77% |
$43.1K - $45.2K
|
7.31K
$171K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.83K- 31.12% |
$346K - $363K
|
17.3K
$406K
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-617- 7.98% |
$27.2K - $28.6K
|
7.11K
$166K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-265- 73.61% |
$11.7K - $12.3K
|
95
$2.22K
|
|
| Q2 2023 | |||||||
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4.78KNew |
$219K - $226K
|
4.78K
$112K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-5.09K- 73.33% |
$233K - $241K
|
1.85K
$43.3K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 1.38% |
$138 - $142
|
214
$5.01K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
421New |
$19.3K - $19.9K
|
421
$9.85K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5New |
$229 - $237
|
5
$117
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-370- 5.72% |
$17K - $17.5K
|
6.1K
$143K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-370- 5.72% |
$17K - $17.5K
|
6.1K
$143K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
16.6KNew |
$760K - $784K
|
16.6K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-575- 6.98% |
$26.4K - $27.2K
|
7.66K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.47KNew |
$205K - $211K
|
4.47K
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
942New |
$43.2K - $44.6K
|
942
$22K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.35KNew |
$199K - $206K
|
4.35K
$102K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-80- 1.35% |
$3.67K - $3.79K
|
5.86K
$137K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-20.8K- 70.19% |
$953K - $983K
|
8.82K
$206K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.67KNew |
$214K - $221K
|
4.67K
$109K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
27.4KNew |
$1.26M - $1.3M
|
27.4K
$641K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.82K- 1.77% |
$221K - $228K
|
267K
$6.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
43.5K+ 26.71% |
$2M - $2.06M
|
206K
$4.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
637+ 6.11% |
$29.2K - $30.1K
|
11.1K
$259K
|
|