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 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
8.2K+ 99.3% |
$186K - $390K
|
16.5K
$376K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
8K+ 101.81% |
$181K - $380K
|
15.9K
$362K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
7.85K+ 88.1% |
$178K - $373K
|
16.8K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.62K+ 70.51% |
$172K - $362K
|
18.4K
$421K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
7.6K+ 29.44% |
$172K - $361K
|
33.4K
$763K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.58K+ 69.51% |
$172K - $360K
|
18.5K
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.56K+ 51.2% |
$171K - $359K
|
22.3K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
7.44K+ 72.32% |
$168K - $354K
|
17.7K
$405K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.21K+ 102.1% |
$163K - $343K
|
14.3K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
7K+ 100.0% |
$158K - $333K
|
14K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
6.94K+ 2210.51% |
$157K - $330K
|
7.26K
$166K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
6.94K+ 48.99% |
$157K - $330K
|
21.1K
$482K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.8K+ 100.68% |
$154K - $323K
|
13.5K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
6.76K+ 100.0% |
$153K - $321K
|
13.5K
$309K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.72K+ 73.85% |
$152K - $320K
|
15.8K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
6.27K+ 120.98% |
$142K - $298K
|
11.5K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
6.19K+ 99.47% |
$140K - $294K
|
12.4K
$283K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.91K+ 51.75% |
$134K - $281K
|
17.3K
$395K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5.78K+ 58.83% |
$131K - $275K
|
15.6K
$356K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.36K+ 27.18% |
$121K - $255K
|
25.1K
$573K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.07K+ 100.0% |
$115K - $241K
|
10.1K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.06K+ 102.64% |
$114K - $240K
|
9.99K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.95K+ 59.3% |
$112K - $235K
|
13.3K
$303K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.82K+ 48.99% |
$109K - $229K
|
14.6K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4.55K+ 100.0% |
$103K - $216K
|
9.11K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.51K+ 96.63% |
$102K - $214K
|
9.17K
$209K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
4.45K+ 63.78% |
$101K - $212K
|
11.4K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4.07K+ 69.05% |
$92.1K - $193K
|
9.96K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.82K+ 100.0% |
$86.4K - $181K
|
7.64K
$174K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.67K+ 100.0% |
$82.9K - $174K
|
7.33K
$167K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.6K+ 66.1% |
$81.5K - $171K
|
9.05K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3.15K+ 96.33% |
$71.3K - $150K
|
6.42K
$147K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.97K+ 81.61% |
$67.2K - $141K
|
6.61K
$151K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.81K+ 161.54% |
$63.5K - $133K
|
4.54K
$104K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.77K+ 373.14% |
$62.6K - $131K
|
3.51K
$80K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.75KNew |
$62.3K - $131K
|
2.75K
$62.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.69K+ 80.9% |
$60.9K - $128K
|
6.02K
$137K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.38KNew |
$53.8K - $113K
|
2.38K
$54.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.1K+ 100.0% |
$47.5K - $99.9K
|
4.2K
$95.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.66KNew |
$37.5K - $78.9K
|
1.66K
$37.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.51K+ 96.8% |
$34.2K - $71.8K
|
3.07K
$70.1K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.46KNew |
$33.1K - $69.6K
|
1.46K
$33.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.41KNew |
$32K - $67.2K
|
1.41K
$32.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.18K+ 100.0% |
$26.6K - $55.9K
|
2.35K
$53.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.14K+ 2001.75% |
$25.8K - $54.2K
|
1.2K
$27.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.04K+ 102.16% |
$23.5K - $49.4K
|
2.06K
$46.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
830New |
$18.8K - $39.4K
|
830
$18.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
820+ 101.11% |
$18.6K - $39K
|
1.63K
$37.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
782+ 100.0% |
$17.7K - $37.2K
|
1.56K
$35.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
765+ 100.0% |
$17.3K - $36.4K
|
1.53K
$34.9K
|