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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
87New |
$3.91K - $4.27K
|
87
$2.04K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.04K- 83.93% |
$362K - $395K
|
1.54K
$36K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-592- 10.63% |
$26.6K - $29.1K
|
4.98K
$116K
|
|
|
Oct 27, 2022
Q3 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-1.78K- 26.18% |
$80.2K - $87.5K
|
5.03K
$118K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
220New |
$9.9K - $10.8K
|
220
$5.15K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
52.1KNew |
$2.34M - $2.56M
|
52.1K
$1.22M
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
22+ 0.42% |
$990 - $1.08K
|
5.31K
$124K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4.79K- 5.43% |
$216K - $235K
|
83.5K
$1.95M
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.66% |
$45 - $49.1
|
153
$3.58K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.36K- 98.75% |
$106K - $116K
|
30
$702
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-11.1K- 37.93% |
$501K - $547K
|
18.2K
$427K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
51New |
$2.29K - $2.5K
|
51
$1.19K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-129- 6.53% |
$5.8K - $6.33K
|
1.85K
$43.2K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
293New |
$13.7K - $14.8K
|
293
$6.86K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22.4KNew |
$1.05M - $1.13M
|
22.4K
$525K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
8+ 0.15% |
$373 - $403
|
5.27K
$123K
|
|
|
Aug 15, 2022
Q2 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-119- 2.56% |
$5.55K - $5.99K
|
4.53K
$106K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6+ 0.13% |
$280 - $302
|
4.58K
$107K
|
|
|
Aug 12, 2022
Q2 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-988K- 28.99% |
$46.1M - $49.8M
|
2.42M
$56.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 0.94% |
$466 - $504
|
1.08K
$25.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-94- 2.11% |
$4.38K - $4.73K
|
4.36K
$102K
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.41KNew |
$392K - $424K
|
8.41K
$197K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.1MClosed |
$51.1M - $55.2M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-4.34KClosed |
$203K - $219K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-4.55KClosed |
$212K - $229K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-625- 2.65% |
$29.1K - $31.5K
|
23K
$537K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.81KClosed |
$224K - $242K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-6.37KClosed |
$297K - $321K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-93.5KClosed |
$4.36M - $4.71M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-68.4KClosed |
$3.19M - $3.44M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.45K- 15.76% |
$114K - $123K
|
13.1K
$307K
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-33.3KClosed |
$1.55M - $1.68M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
629+ 15.34% |
$29.3K - $31.7K
|
4.73K
$111K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-6KClosed |
$280K - $302K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.84KClosed |
$319K - $344K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-750Closed |
$35K - $37.8K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-11.6KClosed |
$539K - $583K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-7.06KClosed |
$329K - $355K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-843K- 91.98% |
$39.3M - $42.5M
|
73.5K
$1.72M
|
|
|
Aug 03, 2022
Q2 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-10.4KClosed |
$485K - $524K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-17.1KClosed |
$796K - $860K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-14.3KClosed |
$668K - $721K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-6.75KClosed |
$315K - $340K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-5KClosed |
$233K - $252K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-6.39KClosed |
$298K - $322K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-226KClosed |
$10.5M - $11.4M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
26+ 0.61% |
$1.21K - $1.31K
|
4.31K
$101K
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-11.4KClosed |
$531K - $574K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5New |
$233 - $252
|
5
$117
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
SELL
|
- |
-13.8KClosed |
$645K - $697K
|
0
$0
|
|