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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
20.9KNew |
$473K - $993K
|
20.9K
$475K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
20.9K+ 99.99% |
$473K - $993K
|
41.8K
$949K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20K+ 118.76% |
$453K - $951K
|
36.9K
$837K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
19.8K+ 80.32% |
$448K - $940K
|
44.4K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
19.5K+ 222.6% |
$441K - $926K
|
28.2K
$641K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
18.7K+ 153.84% |
$423K - $889K
|
30.9K
$701K
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
18.7K+ 100.0% |
$423K - $888K
|
37.4K
$848K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
18.1K+ 92.83% |
$410K - $861K
|
37.6K
$854K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
17.9K+ 214.33% |
$405K - $851K
|
26.2K
$596K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
17.8KNew |
$402K - $844K
|
17.8K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17.5K+ 48.13% |
$396K - $831K
|
53.8K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
17.3K+ 95.91% |
$392K - $822K
|
35.3K
$803K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16.5K+ 60.98% |
$373K - $784K
|
43.5K
$988K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
15.9K+ 111.88% |
$360K - $756K
|
30.1K
$684K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
14.7K+ 66.0% |
$333K - $700K
|
37K
$841K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14.6KNew |
$329K - $692K
|
14.6K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14KNew |
$316K - $664K
|
14K
$317K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
13.9K+ 100.18% |
$315K - $662K
|
27.8K
$632K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
13.8K+ 92.55% |
$312K - $655K
|
28.7K
$651K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
13.2K+ 122.72% |
$298K - $625K
|
23.9K
$542K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
13.1K+ 121.96% |
$297K - $624K
|
23.9K
$543K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13K+ 120.36% |
$295K - $620K
|
23.9K
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12.5K+ 100.0% |
$283K - $594K
|
25K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12.4K+ 57.0% |
$281K - $591K
|
34.3K
$778K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
12.3K+ 100.0% |
$278K - $583K
|
24.5K
$557K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
12.1K+ 100.28% |
$273K - $574K
|
24.1K
$548K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
11.9K+ 100.05% |
$270K - $568K
|
23.9K
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.2K+ 222.82% |
$253K - $531K
|
16.2K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
10.5K+ 100.0% |
$236K - $497K
|
20.9K
$475K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
10.4K+ 101.7% |
$235K - $494K
|
20.6K
$468K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.3KNew |
$233K - $489K
|
10.3K
$234K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
10.1K+ 93.18% |
$228K - $478K
|
20.9K
$474K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.81K+ 100.0% |
$222K - $466K
|
19.6K
$445K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
9.32K+ 100.0% |
$211K - $443K
|
18.6K
$423K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
9.3K+ 49.46% |
$211K - $442K
|
28.1K
$638K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
8.99K+ 98.69% |
$203K - $427K
|
18.1K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.87K+ 100.25% |
$201K - $421K
|
17.7K
$402K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
8.75K+ 96.58% |
$198K - $416K
|
17.8K
$404K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
8.3K+ 102.08% |
$188K - $394K
|
16.4K
$373K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
8.24KNew |
$186K - $391K
|
8.24K
$187K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
8.2K+ 99.3% |
$186K - $390K
|
16.5K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
8K+ 101.81% |
$181K - $380K
|
15.9K
$360K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
7.85K+ 88.1% |
$178K - $373K
|
16.8K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.62K+ 70.51% |
$172K - $362K
|
18.4K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.56K+ 51.2% |
$171K - $359K
|
22.3K
$507K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
7.44K+ 72.32% |
$168K - $354K
|
17.7K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
7K+ 100.0% |
$158K - $333K
|
14K
$318K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
6.94K+ 48.99% |
$157K - $330K
|
21.1K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
6.76K+ 100.0% |
$153K - $321K
|
13.5K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
6.19K+ 99.47% |
$140K - $294K
|
12.4K
$282K
|