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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 1.56% |
$46.6 - $50.4
|
65
$1.52K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-104KClosed |
$4.85M - $5.24M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-226KClosed |
$10.5M - $11.4M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-184- 80.7% |
$8.58K - $9.27K
|
44
$1.03K
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$93.2 - $101
|
14.3K
$334K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-9.04KClosed |
$421K - $455K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-308Closed |
$14.4K - $15.5K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
8.39KNew |
$391K - $422K
|
8.39K
$196K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
77New |
$3.59K - $3.88K
|
77
$1.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
16K+ 167.17% |
$744K - $804K
|
25.5K
$597K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-107Closed |
$4.99K - $5.39K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.1KClosed |
$51K - $55.1K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-272- 6.02% |
$12.7K - $13.7K
|
4.25K
$99.3K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-2.35KClosed |
$110K - $118K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-7.17K- 46.71% |
$334K - $361K
|
8.18K
$191K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-770Closed |
$35.9K - $38.8K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-27.9KClosed |
$1.3M - $1.41M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
12KNew |
$561K - $605K
|
12K
$281K
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-4.05KClosed |
$189K - $204K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-250Closed |
$11.7K - $12.6K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-330- 0.9% |
$15.4K - $16.6K
|
36.2K
$847K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
63.9KNew |
$2.98M - $3.22M
|
63.9K
$1.5M
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-297KClosed |
$13.9M - $15M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-12.8KClosed |
$599K - $647K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-209KClosed |
$9.73M - $10.5M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3.56K- 81.63% |
$166K - $179K
|
802
$18.8K
|
|
|
Jul 11, 2022
Q2 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-7.35KClosed |
$343K - $370K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.98K+ 1.63% |
$139K - $150K
|
186K
$4.34M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
4.54KNew |
$212K - $229K
|
4.54K
$106K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3.03KClosed |
$141K - $153K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Mar 28, 2025
Q1 2022
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.64K- 6.92% |
$81.8K - $87.5K
|
22K
$515K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
664+ 140.68% |
$33.2K - $35.5K
|
1.14K
$26.6K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-40Closed |
$2K - $2.14K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.53KClosed |
$76.8K - $82.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-400KClosed |
$20M - $21.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-67Closed |
$3.35K - $3.59K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.04KClosed |
$252K - $270K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-10.5KClosed |
$523K - $559K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-200KClosed |
$10M - $10.7M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-10.1KClosed |
$505K - $540K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-18.5KClosed |
$923K - $987K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-550KClosed |
$27.5M - $29.4M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.29KClosed |
$215K - $230K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.99KClosed |
$200K - $213K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-5.23KClosed |
$262K - $280K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.2K+ 21.41% |
$59.9K - $64.1K
|
6.79K
$159K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-4.18KClosed |
$209K - $224K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-25.3KClosed |
$1.26M - $1.35M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-5.59KClosed |
$280K - $299K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-755Closed |
$37.8K - $40.4K
|
0
$0
|
|