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 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.37KNew |
$62K - $63.7K
|
1.37K
$31.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.09K+ 2.56% |
$49.7K - $51.1K
|
43.9K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.08K+ 2.14% |
$49.2K - $50.5K
|
51.6K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
684+ 2.13% |
$31.1K - $31.9K
|
32.8K
$759K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
321New |
$14.6K - $15K
|
321
$7.42K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$9.09K - $9.33K
|
200
$4.63K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
70New |
$3.18K - $3.27K
|
70
$1.62K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
58New |
$2.64K - $2.71K
|
58
$1.34K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
28New |
$1.27K - $1.31K
|
28
$648
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1+ 0.65% |
$45.4 - $46.7
|
156
$3.61K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
288K+ 6253.69% |
$12.4M - $13.5M
|
293K
$6.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
249KNew |
$10.7M - $11.7M
|
249K
$5.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
158KNew |
$6.79M - $7.38M
|
158K
$3.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
16.7K+ 61.42% |
$720K - $783K
|
43.9K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
13.5KNew |
$583K - $633K
|
13.5K
$313K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
11.8K+ 19.44% |
$508K - $552K
|
72.5K
$1.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.84KNew |
$424K - $461K
|
9.84K
$228K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
4.62KNew |
$199K - $216K
|
4.62K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.51KNew |
$194K - $211K
|
4.51K
$104K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.19KNew |
$180K - $196K
|
4.19K
$96.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.59KNew |
$155K - $168K
|
3.59K
$82.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.73K+ 31.97% |
$74.4K - $80.8K
|
7.12K
$165K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.44KNew |
$61.8K - $67.2K
|
1.44K
$33.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.35KNew |
$58.2K - $63.2K
|
1.35K
$31.2K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.14KNew |
$49.1K - $53.3K
|
1.14K
$26.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
354+ 1.42% |
$15.3K - $16.6K
|
25.3K
$586K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
338+ 4.26% |
$14.6K - $15.8K
|
8.27K
$191K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
269New |
$11.6K - $12.6K
|
269
$6.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
253New |
$10.9K - $11.8K
|
253
$5.85K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
156+ 0.68% |
$6.72K - $7.31K
|
22.9K
$530K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
111New |
$4.78K - $5.2K
|
111
$2.57K
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
15+ 13.27% |
$646 - $702
|
128
$2.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
15+ 0.23% |
$646 - $702
|
6.61K
$153K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 1.06% |
$215 - $234
|
475
$11K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
103K+ 6.49% |
$4.56M - $4.79M
|
1.7M
$39.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
72.1KNew |
$3.18M - $3.34M
|
72.1K
$1.67M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.8K+ 4.73% |
$874K - $918K
|
439K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
17.1KNew |
$753K - $790K
|
17.1K
$394K
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
8.06KNew |
$356K - $373K
|
8.06K
$186K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.04KNew |
$355K - $372K
|
8.04K
$186K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.42KNew |
$327K - $344K
|
7.42K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.98KNew |
$308K - $323K
|
6.98K
$161K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.53KNew |
$244K - $256K
|
5.53K
$128K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.51KNew |
$111K - $116K
|
2.51K
$58K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
2.09KNew |
$92.3K - $96.9K
|
2.09K
$48.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.67KNew |
$73.5K - $77.1K
|
1.67K
$38.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 3.61% |
$71.7K - $75.3K
|
46.7K
$1.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
572New |
$25.2K - $26.5K
|
572
$13.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
498+ 2.01% |
$22K - $23.1K
|
25.2K
$583K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
190New |
$8.39K - $8.8K
|
190
$4.39K
|
|