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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
5New |
$225 - $245
|
5
$114
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$180 - $196
|
2.47K
$56.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.66% |
$45 - $49.1
|
153
$3.47K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
63.9KNew |
$2.98M - $3.22M
|
63.9K
$1.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22.4KNew |
$1.05M - $1.13M
|
22.4K
$510K
|
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
16K+ 167.17% |
$744K - $804K
|
25.5K
$579K
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
12KNew |
$561K - $605K
|
12K
$273K
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.41KNew |
$392K - $424K
|
8.41K
$191K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
8.39KNew |
$391K - $422K
|
8.39K
$190K
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
4.54KNew |
$212K - $229K
|
4.54K
$103K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.98K+ 1.63% |
$139K - $150K
|
186K
$4.21M
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
629+ 15.34% |
$29.3K - $31.7K
|
4.73K
$107K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
293New |
$13.7K - $14.8K
|
293
$6.65K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
127New |
$5.92K - $6.4K
|
127
$2.88K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
77New |
$3.59K - $3.88K
|
77
$1.75K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
26+ 0.61% |
$1.21K - $1.31K
|
4.31K
$98K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
25New |
$1.17K - $1.26K
|
25
$568
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 0.94% |
$466 - $504
|
1.08K
$24.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
8+ 0.15% |
$373 - $403
|
5.27K
$120K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6+ 0.13% |
$280 - $302
|
4.58K
$104K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5New |
$233 - $252
|
5
$114
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$93.2 - $101
|
14.3K
$324K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 1.56% |
$46.6 - $50.4
|
65
$1.48K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
96.9KNew |
$4.85M - $5.18M
|
96.9K
$2.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
36.5KNew |
$1.83M - $1.96M
|
36.5K
$830K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.2K+ 21.41% |
$59.9K - $64.1K
|
6.79K
$154K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
664+ 140.68% |
$33.2K - $35.5K
|
1.14K
$25.8K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
149New |
$7.46K - $7.97K
|
149
$3.38K
|
|
| Q4 2021 | |||||||
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
106New |
$5.68K - $5.78K
|
106
$2.41K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
25.4KNew |
$1.38M - $1.4M
|
25.4K
$577K
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
7.25KNew |
$393K - $400K
|
7.25K
$165K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
60+ 11.11% |
$3.23K - $3.28K
|
600
$13.6K
|
|
|
Dec 27, 2021
Q2 2021
|
Resolute Advisors LLC
|
BUY
|
- |
49New |
$2.64K - $2.68K
|
49
$1.11K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
21New |
$1.13K - $1.15K
|
21
$477
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.34KNew |
$72.2K - $75.2K
|
1.34K
$30.5K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.9KNew |
$328K - $332K
|
5.9K
$134K
|
|
|
Feb 16, 2021
Q4 2020
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
650New |
$36.1K - $36.5K
|
650
$14.8K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
25New |
$1.39K - $1.41K
|
25
$568
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
62.9KNew |
$3.53M - $3.58M
|
62.9K
$1.43M
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.59K+ 30.2% |
$86.4K - $89.4K
|
6.85K
$156K
|
|
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
68New |
$3.7K - $3.82K
|
68
$1.54K
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
14New |
$761 - $787
|
14
$318
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
37New |
$1.86K - $2.08K
|
37
$840
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.88KNew |
$99.9K - $101K
|
1.88K
$42.7K
|
|
|
Nov 04, 2019
Q3 2019
|
Bourgeon Capital Management LLC
|
BUY
|
- |
300New |
$15.9K - $16.2K
|
300
$6.81K
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46New |
$2.44K - $2.48K
|
46
$1.04K
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
23.4K+ 327.99% |
N/A
|
30.6K
$694K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
315KNew |
N/A
|
315K
$7.15M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Everett Harris & CO
|
BUY
|
- |
700+ 15.73% |
N/A
|
5.15K
$117K
|
|