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 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
30.8KNew |
$691K - $716K
|
30.8K
$712K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
33+ 0.12% |
$741 - $768
|
27.9K
$645K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.39M+ 85.16% |
$122M - $256M
|
11.7M
$271M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.48M+ 107.97% |
$101M - $213M
|
8.63M
$200M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.42M+ 120.11% |
$77.4M - $163M
|
6.27M
$145M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.38M+ 107.68% |
$76.4M - $160M
|
6.51M
$151M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3M+ 103.36% |
$67.8M - $143M
|
5.9M
$136M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.59M+ 156.59% |
$58.6M - $123M
|
4.25M
$98.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.55M+ 100.79% |
$57.6M - $121M
|
5.07M
$117M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.4M+ 146.74% |
$54.2M - $114M
|
4.03M
$93.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.37M+ 115.52% |
$53.5M - $112M
|
4.41M
$102M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.9M+ 113.85% |
$43M - $90.3M
|
3.57M
$82.6M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.71M+ 99.16% |
$38.7M - $81.3M
|
3.44M
$79.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.64M+ 112.49% |
$37M - $77.8M
|
3.09M
$71.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.39M+ 266.0% |
$31.4M - $65.9M
|
1.91M
$44.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.36M+ 128.85% |
$30.8M - $64.7M
|
2.42M
$56M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.34M+ 94.4% |
$30.4M - $63.9M
|
2.77M
$64M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.32M+ 113.85% |
$29.8M - $62.6M
|
2.47M
$57.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.12M+ 116.46% |
$25.3M - $53.2M
|
2.08M
$48.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.09M+ 109.02% |
$24.7M - $51.8M
|
2.09M
$48.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.05M+ 104.99% |
$23.7M - $49.7M
|
2.04M
$47.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
822K+ 116.43% |
$18.6M - $39.1M
|
1.53M
$35.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
753K+ 142.58% |
$17M - $35.8M
|
1.28M
$29.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
742K+ 186.59% |
$16.8M - $35.3M
|
1.14M
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
670K+ 123.75% |
$15.2M - $31.8M
|
1.21M
$28M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
659K+ 123.42% |
$14.9M - $31.3M
|
1.19M
$27.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
649K+ 112.85% |
$14.7M - $30.8M
|
1.22M
$28.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
584KNew |
$13.2M - $27.8M
|
584K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
559K+ 107.81% |
$12.7M - $26.6M
|
1.08M
$24.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
550K+ 90.34% |
$12.5M - $26.2M
|
1.16M
$26.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
548K+ 153.5% |
$12.4M - $26M
|
905K
$20.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
544K+ 108.16% |
$12.3M - $25.9M
|
1.05M
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
529KNew |
$12M - $25.1M
|
529K
$12.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
519K+ 94.17% |
$11.7M - $24.7M
|
1.07M
$24.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
519K+ 94.54% |
$11.7M - $24.7M
|
1.07M
$24.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
513K+ 104.88% |
$11.6M - $24.4M
|
1M
$23.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
477KNew |
$10.8M - $22.7M
|
477K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
467K+ 69.22% |
$10.6M - $22.2M
|
1.14M
$26.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
462K+ 143.37% |
$10.5M - $22M
|
785K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
452KNew |
$10.2M - $21.5M
|
452K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
429K+ 240.07% |
$9.71M - $20.4M
|
608K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
426K+ 114.02% |
$9.65M - $20.3M
|
800K
$18.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
425KNew |
$9.62M - $20.2M
|
425K
$9.83M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
410K+ 108.06% |
$9.28M - $19.5M
|
790K
$18.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
401K+ 103.11% |
$9.07M - $19.1M
|
790K
$18.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
392K+ 114.44% |
$8.88M - $18.6M
|
735K
$17M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
391K+ 402.71% |
$8.86M - $18.6M
|
488K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
389K+ 141.42% |
$8.8M - $18.5M
|
664K
$15.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
369K+ 111.2% |
$8.35M - $17.5M
|
701K
$16.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
336K+ 156.73% |
$7.61M - $16M
|
551K
$12.7M
|
|