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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
7.22KNew |
$327K - $343K
|
7.22K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5K+ 44.12% |
$227K - $237K
|
16.3K
$378K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
4.38KNew |
$198K - $208K
|
4.38K
$101K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
2.33K+ 34.98% |
$106K - $111K
|
9K
$209K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
628+ 2.43% |
$28.5K - $29.8K
|
26.5K
$615K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
361New |
$16.4K - $17.1K
|
361
$8.37K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
300New |
$13.6K - $14.2K
|
300
$6.95K
|
|
|
Apr 20, 2023
Q1 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
238+ 4.04% |
$10.8K - $11.3K
|
6.13K
$142K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
62New |
$2.81K - $2.94K
|
62
$1.44K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
61New |
$2.77K - $2.89K
|
61
$1.41K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
49New |
$2.22K - $2.32K
|
49
$1.14K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
36New |
$1.63K - $1.71K
|
36
$834
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
21.6KNew |
$949K - $1.01M
|
21.6K
$500K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
15.1KNew |
$665K - $710K
|
15.1K
$350K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9.95KNew |
$438K - $468K
|
9.95K
$231K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
9.9KNew |
$436K - $466K
|
9.9K
$229K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
9.55KNew |
$421K - $449K
|
9.55K
$221K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.16KNew |
$271K - $290K
|
6.16K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
5.95K+ 31.62% |
$262K - $280K
|
24.8K
$574K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.24KNew |
$231K - $247K
|
5.24K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5KNew |
$220K - $235K
|
5K
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$96K - $103K
|
2.18K
$50.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.65KNew |
$72.4K - $77.4K
|
1.65K
$38.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.16KNew |
$50.9K - $54.4K
|
1.16K
$26.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1K+ 9.01% |
$44K - $47K
|
12.1K
$280K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
306New |
$13.5K - $14.4K
|
306
$7.09K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
212New |
$9.34K - $9.97K
|
212
$4.91K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
193New |
$8.5K - $9.08K
|
193
$4.47K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
164+ 2.37% |
$7.22K - $7.71K
|
7.09K
$164K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
140New |
$6.17K - $6.58K
|
140
$3.25K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
84New |
$3.7K - $3.95K
|
84
$1.95K
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
45+ 0.94% |
$1.98K - $2.12K
|
4.86K
$113K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
34New |
$1.5K - $1.6K
|
34
$788
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
19New |
$837 - $894
|
19
$440
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
14New |
$617 - $658
|
14
$325
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14New |
$617 - $658
|
14
$325
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
10+ 0.04% |
$440 - $470
|
27.4K
$635K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
9New |
$396 - $423
|
9
$209
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8New |
$352 - $376
|
8
$185
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
52.1KNew |
$2.34M - $2.56M
|
52.1K
$1.21M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
25.2KNew |
$1.13M - $1.24M
|
25.2K
$583K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.51K+ 16.07% |
$68K - $74.2K
|
10.9K
$253K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
793+ 4.62% |
$35.7K - $38.9K
|
18K
$417K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
279+ 1.15% |
$12.5K - $13.7K
|
24.5K
$568K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
220New |
$9.9K - $10.8K
|
220
$5.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
87New |
$3.91K - $4.27K
|
87
$2.02K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
51New |
$2.29K - $2.5K
|
51
$1.18K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
22+ 0.42% |
$990 - $1.08K
|
5.31K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
5New |
$225 - $245
|
5
$116
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$180 - $196
|
2.47K
$57.3K
|
|