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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.42M+ 259.68% |
$31.9M - $33M
|
1.97M
$45.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
366K+ 133.68% |
$8.23M - $8.52M
|
640K
$14.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
263K+ 12.59% |
$5.91M - $6.12M
|
2.35M
$53.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
255K+ 7.41% |
$5.72M - $5.92M
|
3.69M
$84.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
179K+ 5.0% |
$4.01M - $4.15M
|
3.75M
$85.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
126K+ 45.15% |
$2.82M - $2.92M
|
404K
$9.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
59.3K+ 157.57% |
$1.33M - $1.38M
|
96.9K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
47.7K+ 8.45% |
$1.07M - $1.11M
|
613K
$14M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
30.8KNew |
$691K - $716K
|
30.8K
$705K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
25K+ 10.4% |
$561K - $581K
|
265K
$6.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
19K+ 31.76% |
$426K - $441K
|
78.6K
$1.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 3.61% |
$346K - $359K
|
443K
$10.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
14.3KNew |
$321K - $333K
|
14.3K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.3K+ 3.77% |
$321K - $332K
|
394K
$9.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.5KNew |
$302K - $313K
|
13.5K
$309K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
13.2KNew |
$297K - $308K
|
13.2K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
12.5K+ 76.06% |
$281K - $290K
|
28.9K
$663K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12.3K+ 9.69% |
$275K - $285K
|
139K
$3.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.1K+ 27.69% |
$271K - $280K
|
55.6K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
10.8KNew |
$242K - $250K
|
10.8K
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
10K+ 25.71% |
$225K - $233K
|
49K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
9.46KNew |
$212K - $220K
|
9.46K
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.24KNew |
$208K - $215K
|
9.24K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
9.19K+ 5.2% |
$206K - $214K
|
186K
$4.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.14KNew |
$205K - $213K
|
9.14K
$210K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.68K+ 96.46% |
$173K - $179K
|
15.6K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.67K+ 1.04% |
$172K - $178K
|
743K
$17M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
7.48K+ 10.07% |
$168K - $174K
|
81.8K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6.59K+ 7.02% |
$148K - $153K
|
100K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6.26K+ 1.07% |
$141K - $146K
|
593K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
5.88K+ 43.44% |
$132K - $137K
|
19.4K
$445K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
5.76K+ 7.85% |
$129K - $134K
|
79.1K
$1.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
5.43K+ 1.14% |
$122K - $126K
|
482K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
5K+ 19.05% |
$112K - $116K
|
31.2K
$716K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
4.31K+ 5.17% |
$96.9K - $100K
|
87.7K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.24K+ 2.25% |
$95.1K - $98.5K
|
192K
$4.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
4K+ 3.22% |
$89.8K - $93K
|
128K
$2.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.53K+ 8.02% |
$79.2K - $82K
|
47.5K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.34K+ 4.51% |
$74.9K - $77.6K
|
77.4K
$1.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.33K+ 0.61% |
$74.8K - $77.5K
|
547K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
3.13K+ 1.69% |
$70.4K - $72.9K
|
189K
$4.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
2.93K+ 4.64% |
$65.9K - $68.2K
|
66.1K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
2.48K+ 10.26% |
$55.6K - $57.6K
|
26.6K
$610K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.17K+ 3.88% |
$48.7K - $50.4K
|
58K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
1.92K+ 1.73% |
$43.1K - $44.6K
|
113K
$2.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
1.85K+ 19.27% |
$41.5K - $43K
|
11.4K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.55K+ 1.06% |
$34.9K - $36.1K
|
148K
$3.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.17K+ 4.76% |
$26.2K - $27.2K
|
25.7K
$589K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
733+ 16.13% |
$16.5K - $17K
|
5.28K
$121K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
559+ 11.71% |
$12.6K - $13K
|
5.33K
$122K
|