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 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
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
17.1KNew |
$753K - $790K
|
17.1K
$395K
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
8.06KNew |
$356K - $373K
|
8.06K
$187K
|
|
|
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
$162K
|
|
|
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
$58.1K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
2.09KNew |
$92.3K - $96.9K
|
2.09K
$48.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.67KNew |
$73.5K - $77.1K
|
1.67K
$38.6K
|
|
|
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
$13.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
498+ 2.01% |
$22K - $23.1K
|
25.2K
$584K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
190New |
$8.39K - $8.8K
|
190
$4.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
119New |
$5.25K - $5.51K
|
119
$2.76K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
59+ 1.04% |
$2.6K - $2.73K
|
5.76K
$133K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
59New |
$2.6K - $2.73K
|
59
$1.37K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
38+ 0.27% |
$1.68K - $1.76K
|
14.2K
$328K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$397 - $417
|
5.16K
$120K
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$44.1 - $46.3
|
8.95K
$207K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
85.9KNew |
$3.94M - $4.07M
|
85.9K
$1.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
43.5K+ 26.71% |
$2M - $2.06M
|
206K
$4.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
27.4KNew |
$1.26M - $1.3M
|
27.4K
$635K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
22.7KNew |
$1.04M - $1.07M
|
22.7K
$525K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
16.6KNew |
$760K - $784K
|
16.6K
$384K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
11.5KNew |
$526K - $543K
|
11.5K
$266K
|
|
|
Aug 04, 2023
Q2 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5.39KNew |
$247K - $255K
|
5.39K
$125K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4.78KNew |
$219K - $226K
|
4.78K
$111K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.67KNew |
$214K - $221K
|
4.67K
$108K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.47KNew |
$205K - $211K
|
4.47K
$104K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.35KNew |
$199K - $206K
|
4.35K
$101K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.37K+ 5.68% |
$62.7K - $64.7K
|
25.5K
$590K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.2K+ 92.46% |
$55.1K - $56.8K
|
2.5K
$58K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
942New |
$43.2K - $44.6K
|
942
$21.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
637+ 6.11% |
$29.2K - $30.1K
|
11.1K
$257K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
421New |
$19.3K - $19.9K
|
421
$9.76K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
320+ 1.94% |
$14.7K - $15.1K
|
16.8K
$390K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
103+ 4.37% |
$4.72K - $4.87K
|
2.46K
$57K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
49New |
$2.25K - $2.32K
|
49
$1.14K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
44New |
$2.02K - $2.08K
|
44
$1.02K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
11New |
$504 - $521
|
11
$255
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 0.81% |
$321 - $331
|
876
$20.3K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5New |
$229 - $237
|
5
$116
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.25% |
$138 - $142
|
1.22K
$28.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.66% |
$138 - $142
|
456
$10.6K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
35.5KNew |
$1.61M - $1.69M
|
35.5K
$824K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
19.3KNew |
$875K - $916K
|
19.3K
$448K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
8.93KNew |
$405K - $423K
|
8.93K
$207K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
8.86K+ 35.44% |
$402K - $420K
|
33.9K
$785K
|
|