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 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
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
20New |
$453 - $951
|
20
$468
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
6New |
$136 - $285
|
6
$140
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4New |
$90.5 - $190
|
4
$93.6
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
761KNew |
$34.4M - $36.4M
|
761K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
376K+ 139.17% |
$17M - $18M
|
645K
$15.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
90.1K+ 66.03% |
$4.07M - $4.31M
|
226K
$5.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47.6KNew |
$2.15M - $2.28M
|
47.6K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
20.1K+ 98.65% |
$907K - $961K
|
40.4K
$946K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
15.6K+ 9.03% |
$706K - $748K
|
189K
$4.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
9.64KNew |
$436K - $462K
|
9.64K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8.79K+ 30.13% |
$397K - $421K
|
38K
$888K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
8.09KNew |
$365K - $387K
|
8.09K
$189K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
7.97K+ 25.08% |
$360K - $381K
|
39.7K
$930K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.14K+ 57.9% |
$187K - $198K
|
11.3K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.08K+ 26.7% |
$184K - $195K
|
19.3K
$453K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
4.06KNew |
$184K - $194K
|
4.06K
$95.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.05KNew |
$92.7K - $98.1K
|
2.05K
$48K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 10.26% |
$75K - $79.5K
|
17.8K
$417K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
761New |
$34.4K - $36.4K
|
761
$17.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
615+ 33.57% |
$27.8K - $29.4K
|
2.45K
$57.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
615New |
$27.8K - $29.4K
|
615
$14.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
595New |
$26.9K - $28.5K
|
595
$13.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
480+ 5.71% |
$21.7K - $23K
|
8.89K
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
68New |
$3.07K - $3.26K
|
68
$1.59K
|
|
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
43New |
$1.94K - $2.06K
|
43
$1.01K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
26New |
$1.18K - $1.24K
|
26
$608
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20+ 1.74% |
$904 - $957
|
1.17K
$27.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17+ 94.44% |
$768 - $814
|
35
$819
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.65M+ 5.12% |
$73.6M - $75.8M
|
33.8M
$791M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
42.2KNew |
$1.88M - $1.94M
|
42.2K
$986K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
30.3K+ 114.02% |
$1.35M - $1.39M
|
56.9K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.1KNew |
$272K - $280K
|
6.1K
$143K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5.14KNew |
$230K - $236K
|
5.14K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.07KNew |
$226K - $233K
|
5.07K
$119K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.44K+ 31.59% |
$109K - $112K
|
10.1K
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.25KNew |
$55.8K - $57.5K
|
1.25K
$29.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.18K+ 10.48% |
$52.6K - $54.1K
|
12.4K
$290K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
108+ 150.0% |
$4.82K - $4.97K
|
180
$4.21K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
100New |
$4.47K - $4.6K
|
100
$2.34K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
73+ 1.25% |
$3.26K - $3.36K
|
5.9K
$138K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
71New |
$3.17K - $3.27K
|
71
$1.66K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
45+ 2.18% |
$2.01K - $2.07K
|
2.11K
$49.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
38+ 0.35% |
$1.7K - $1.75K
|
10.8K
$253K
|
|