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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
119K+ 103.14% |
$2.7M - $5.68M
|
235K
$5.44M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
119KNew |
$2.69M - $5.64M
|
119K
$2.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
119K+ 76.96% |
$2.68M - $5.63M
|
273K
$6.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
118K+ 69.24% |
$2.68M - $5.63M
|
290K
$6.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
118K+ 108.41% |
$2.66M - $5.59M
|
226K
$5.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
117K+ 111.83% |
$2.64M - $5.55M
|
221K
$5.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
116K+ 76.36% |
$2.63M - $5.52M
|
268K
$6.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
116K+ 105.45% |
$2.62M - $5.5M
|
226K
$5.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
116K+ 108.32% |
$2.62M - $5.5M
|
223K
$5.15M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
115K+ 47.05% |
$2.6M - $5.46M
|
359K
$8.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
111K+ 100.0% |
$2.52M - $5.29M
|
223K
$5.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
111K+ 97.64% |
$2.51M - $5.27M
|
225K
$5.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
107K+ 201.63% |
$2.43M - $5.1M
|
161K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
103K+ 119.59% |
$2.32M - $4.88M
|
188K
$4.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
101K+ 99.43% |
$2.28M - $4.8M
|
202K
$4.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
99.5K+ 48.48% |
$2.25M - $4.73M
|
305K
$7.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
99K+ 510.05% |
$2.24M - $4.71M
|
118K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
98.4K+ 117.65% |
$2.23M - $4.68M
|
182K
$4.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
96.7K+ 105.89% |
$2.19M - $4.6M
|
188K
$4.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
95.9K+ 106.49% |
$2.17M - $4.56M
|
186K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
94.5K+ 28.27% |
$2.14M - $4.49M
|
429K
$9.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
93.8K+ 92.11% |
$2.12M - $4.46M
|
196K
$4.53M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
91.3KNew |
$2.07M - $4.34M
|
91.3K
$2.11M
|
|
|
Apr 11, 2025
Q4 2024
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
91.2KNew |
$2.06M - $4.33M
|
91.2K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
89.8K+ 103.45% |
$2.03M - $4.27M
|
177K
$4.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
87.7K+ 99.98% |
$1.98M - $4.17M
|
175K
$4.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
87.1K+ 101.86% |
$1.97M - $4.14M
|
173K
$3.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
86.9K+ 129.6% |
$1.97M - $4.13M
|
154K
$3.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
86K+ 73.04% |
$1.95M - $4.09M
|
204K
$4.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85.8K+ 78.52% |
$1.94M - $4.08M
|
195K
$4.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
84.5K+ 39.09% |
$1.91M - $4.02M
|
301K
$6.95M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
84.1K+ 323469.22% |
$1.9M - $4M
|
84.1K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
82K+ 162.15% |
$1.86M - $3.9M
|
133K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
81.4K+ 136.52% |
$1.84M - $3.87M
|
141K
$3.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
80.4K+ 9.08% |
$1.82M - $3.82M
|
966K
$22.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
80.2K+ 112.96% |
$1.81M - $3.81M
|
151K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
77.9K+ 146.04% |
$1.76M - $3.7M
|
131K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
77.9K+ 125.77% |
$1.76M - $3.7M
|
140K
$3.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
77K+ 6.16% |
$1.74M - $3.66M
|
1.33M
$30.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
75.7KNew |
$1.71M - $3.6M
|
75.7K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75.5K+ 98.54% |
$1.71M - $3.59M
|
152K
$3.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
74K+ 86.93% |
$1.67M - $3.51M
|
159K
$3.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
73.8K+ 98.41% |
$1.67M - $3.51M
|
149K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
72.2K+ 1158.18% |
$1.63M - $3.43M
|
78.5K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
71.3K+ 96.45% |
$1.61M - $3.39M
|
145K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
70.5K+ 77.88% |
$1.6M - $3.35M
|
161K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
70.3K+ 117.06% |
$1.59M - $3.34M
|
130K
$3.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
65.3K+ 163.3% |
$1.48M - $3.1M
|
105K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
64.5K+ 258.14% |
$1.46M - $3.06M
|
89.4K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.4K+ 6.3% |
$1.46M - $3.06M
|
1.09M
$25.2M
|