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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
9.22KNew |
$209K - $438K
|
9.22K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
9.04K+ 78.13% |
$204K - $429K
|
20.6K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
8K+ 101.81% |
$181K - $380K
|
15.9K
$371K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.8K+ 100.68% |
$154K - $323K
|
13.5K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.6K+ 104.63% |
$127K - $266K
|
11K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.07K+ 100.0% |
$115K - $241K
|
10.1K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4.55K+ 100.0% |
$103K - $216K
|
9.11K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.5K+ 102.67% |
$102K - $214K
|
8.89K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
4.45K+ 63.78% |
$101K - $212K
|
11.4K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.43KNew |
$100K - $211K
|
4.43K
$104K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.39K+ 94.83% |
$99.2K - $208K
|
9.01K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.27K+ 88.97% |
$96.5K - $203K
|
9.06K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.68K+ 40911.11% |
$83.3K - $175K
|
3.69K
$86.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
3.55K+ 100.0% |
$80.3K - $169K
|
7.09K
$166K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.38KNew |
$53.8K - $113K
|
2.38K
$55.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.95K+ 105.99% |
$44K - $92.4K
|
3.78K
$88.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.87K+ 101.25% |
$42.3K - $88.9K
|
3.72K
$87K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.54KNew |
$34.8K - $73K
|
1.54K
$35.9K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.46KNew |
$33.1K - $69.6K
|
1.46K
$34.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.41KNew |
$32K - $67.2K
|
1.41K
$33.1K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.33K+ 100.0% |
$30K - $63K
|
2.65K
$62K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.22K+ 4529.63% |
$27.7K - $58.1K
|
1.25K
$29.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.18K+ 100.0% |
$26.6K - $55.9K
|
2.35K
$55.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.14K+ 2001.75% |
$25.8K - $54.2K
|
1.2K
$28K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
934New |
$21.1K - $44.4K
|
934
$21.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
830New |
$18.8K - $39.4K
|
830
$19.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
782+ 100.0% |
$17.7K - $37.2K
|
1.56K
$36.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
765+ 100.0% |
$17.3K - $36.4K
|
1.53K
$35.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
377+ 87.47% |
$8.53K - $17.9K
|
808
$18.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
376New |
$8.51K - $17.9K
|
376
$8.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
340+ 100.89% |
$7.69K - $16.2K
|
677
$15.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
286+ 100.0% |
$6.47K - $13.6K
|
572
$13.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
200+ 100.0% |
$4.53K - $9.51K
|
400
$9.36K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
181New |
$4.1K - $8.6K
|
181
$4.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
150New |
$3.39K - $7.13K
|
150
$3.51K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
132+ 100.0% |
$2.99K - $6.27K
|
264
$6.18K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
131+ 100.0% |
$2.96K - $6.23K
|
262
$6.13K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
128New |
$2.9K - $6.08K
|
128
$3K
|
|
|
Feb 14, 2025
Q4 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100+ 100.0% |
$2.26K - $4.75K
|
200
$4.68K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
87+ 100.0% |
$1.97K - $4.14K
|
174
$4.07K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
80+ 100.0% |
$1.81K - $3.8K
|
160
$3.74K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
72New |
$1.63K - $3.42K
|
72
$1.68K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
69+ 100.0% |
$1.56K - $3.28K
|
138
$3.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
65+ 100.0% |
$1.47K - $3.09K
|
130
$3.04K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
53+ 100.0% |
$1.2K - $2.52K
|
106
$2.48K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
30+ 100.0% |
$679 - $1.43K
|
60
$1.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
28+ 100.0% |
$634 - $1.33K
|
56
$1.31K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
27+ 103.85% |
$611 - $1.28K
|
53
$1.24K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
25+ 100.0% |
$566 - $1.19K
|
50
$1.17K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
24+ 100.0% |
$543 - $1.14K
|
48
$1.12K
|
|