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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3M+ 103.36% |
$67.8M - $143M
|
5.9M
$134M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.9M+ 113.85% |
$43M - $90.3M
|
3.57M
$81.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.09M+ 109.02% |
$24.7M - $51.8M
|
2.09M
$47.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.05M+ 104.99% |
$23.7M - $49.7M
|
2.04M
$46.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
659K+ 123.42% |
$14.9M - $31.3M
|
1.19M
$27.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
559K+ 107.81% |
$12.7M - $26.6M
|
1.08M
$24.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
544K+ 108.16% |
$12.3M - $25.9M
|
1.05M
$23.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
425KNew |
$9.62M - $20.2M
|
425K
$9.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
392K+ 114.44% |
$8.88M - $18.6M
|
735K
$16.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
391K+ 402.71% |
$8.86M - $18.6M
|
488K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
369K+ 111.2% |
$8.35M - $17.5M
|
701K
$15.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
334K+ 1057.88% |
$7.55M - $15.9M
|
365K
$8.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
317KNew |
$7.18M - $15.1M
|
317K
$7.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
301K+ 105.31% |
$6.81M - $14.3M
|
587K
$13.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
284K+ 109.17% |
$6.42M - $13.5M
|
543K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
268K+ 90.52% |
$6.07M - $12.8M
|
565K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
253K+ 107.73% |
$5.74M - $12M
|
489K
$11.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
248K+ 98.78% |
$5.6M - $11.8M
|
498K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
243K+ 103.65% |
$5.49M - $11.5M
|
477K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
224K+ 124.89% |
$5.06M - $10.6M
|
403K
$9.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
180K+ 146.64% |
$4.06M - $8.54M
|
302K
$6.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
175K+ 170.1% |
$3.97M - $8.33M
|
278K
$6.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
172K+ 127.69% |
$3.89M - $8.16M
|
306K
$6.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
171K+ 158.27% |
$3.88M - $8.15M
|
280K
$6.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
151K+ 120.37% |
$3.41M - $7.16M
|
276K
$6.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
142K+ 98.44% |
$3.22M - $6.75M
|
286K
$6.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
142K+ 1976.73% |
$3.2M - $6.73M
|
149K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
138K+ 104.78% |
$3.12M - $6.56M
|
270K
$6.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
136K+ 103.54% |
$3.09M - $6.48M
|
268K
$6.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
136K+ 130.01% |
$3.07M - $6.45M
|
240K
$5.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
127K+ 155.19% |
$2.88M - $6.05M
|
209K
$4.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
123K+ 87.78% |
$2.79M - $5.85M
|
263K
$5.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
117K+ 111.83% |
$2.64M - $5.55M
|
221K
$5.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
111K+ 100.0% |
$2.52M - $5.29M
|
223K
$5.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
107K+ 201.63% |
$2.43M - $5.1M
|
161K
$3.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
98.4K+ 117.65% |
$2.23M - $4.68M
|
182K
$4.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
96.7K+ 105.89% |
$2.19M - $4.6M
|
188K
$4.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
89.8K+ 103.45% |
$2.03M - $4.27M
|
177K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
80.7K+ 94.43% |
$1.83M - $3.84M
|
166K
$3.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
76.9K+ 17.03% |
$1.74M - $3.65M
|
528K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
76.4K+ 108.45% |
$1.73M - $3.63M
|
147K
$3.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
75.8K+ 156.67% |
$1.71M - $3.6M
|
124K
$2.82M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
74.3KNew |
$1.68M - $3.53M
|
74.3K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
74K+ 86.93% |
$1.67M - $3.51M
|
159K
$3.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
71.3K+ 96.45% |
$1.61M - $3.39M
|
145K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
70.5K+ 77.88% |
$1.6M - $3.35M
|
161K
$3.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
68.6K+ 238.91% |
$1.55M - $3.26M
|
97.4K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
66.8K+ 111.87% |
$1.51M - $3.18M
|
127K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
64.5K+ 258.14% |
$1.46M - $3.06M
|
89.4K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
61.2K+ 134.86% |
$1.38M - $2.91M
|
107K
$2.42M
|