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
|
Westside Investment Management, Inc.
|
BUY
|
- |
558+ 100.0% |
$12.6K - $26.5K
|
1.12K
$25.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
553+ 100.55% |
$12.5K - $26.3K
|
1.1K
$25.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
467+ 100.0% |
$10.6K - $22.2K
|
934
$21.3K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
425+ 28.09% |
$9.62K - $20.2K
|
1.94K
$44.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
340+ 100.89% |
$7.69K - $16.2K
|
677
$15.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
291+ 1.02% |
$6.59K - $13.8K
|
28.8K
$656K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
286+ 100.0% |
$6.47K - $13.6K
|
572
$13.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
284+ 102.9% |
$6.43K - $13.5K
|
560
$12.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
228+ 100.44% |
$5.16K - $10.8K
|
455
$10.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
158+ 100.0% |
$3.58K - $7.51K
|
316
$7.21K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
132+ 100.0% |
$2.99K - $6.27K
|
264
$6.03K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
73+ 102.82% |
$1.65K - $3.47K
|
144
$3.29K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
69+ 100.0% |
$1.56K - $3.28K
|
138
$3.15K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
62+ 100.0% |
$1.4K - $2.95K
|
124
$2.83K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
46+ 102.22% |
$1.04K - $2.19K
|
91
$2.08K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
43+ 0.26% |
$973 - $2.04K
|
16.9K
$386K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
29+ 126.09% |
$656 - $1.38K
|
52
$1.19K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
24+ 100.0% |
$543 - $1.14K
|
48
$1.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.51% |
$45.3 - $95.1
|
391
$8.93K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.47M+ 54.66% |
$66.3M - $70.2M
|
4.15M
$94.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
761KNew |
$34.4M - $36.4M
|
761K
$17.4M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
689K+ 12.22% |
$31.2M - $33M
|
6.33M
$145M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
660K+ 111.96% |
$29.8M - $31.6M
|
1.25M
$28.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
511K+ 99.69% |
$23.1M - $24.4M
|
1.02M
$23.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
376K+ 139.17% |
$17M - $18M
|
645K
$14.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
263K+ 10.19% |
$11.9M - $12.6M
|
2.85M
$65M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
263K+ 184.72% |
$11.9M - $12.6M
|
405K
$9.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
253K+ 100.45% |
$11.4M - $12.1M
|
505K
$11.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
214K+ 64.55% |
$9.69M - $10.3M
|
546K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
196K+ 25.69% |
$8.87M - $9.4M
|
961K
$21.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
171K+ 105.33% |
$7.75M - $8.21M
|
334K
$7.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
161K+ 192.69% |
$7.26M - $7.69M
|
244K
$5.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
109K+ 155.73% |
$4.92M - $5.21M
|
179K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99.4K+ 7.33% |
$4.49M - $4.76M
|
1.45M
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
94.6K+ 79.41% |
$4.28M - $4.53M
|
214K
$4.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
93.1K+ 18.03% |
$4.21M - $4.45M
|
609K
$13.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
92.9K+ 260.92% |
$4.2M - $4.45M
|
129K
$2.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
90.1K+ 66.03% |
$4.07M - $4.31M
|
226K
$5.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
86.3KNew |
$3.9M - $4.13M
|
86.3K
$1.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
82.8K+ 306.06% |
$3.74M - $3.96M
|
110K
$2.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
67.1K+ 131.13% |
$3.03M - $3.21M
|
118K
$2.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
65.2K+ 171.48% |
$2.95M - $3.12M
|
103K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
63.8K+ 180.87% |
$2.88M - $3.05M
|
99.1K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
62.5K+ 24.01% |
$2.82M - $2.99M
|
323K
$7.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
60.6K+ 154.83% |
$2.74M - $2.9M
|
99.8K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
53.4KNew |
$2.41M - $2.55M
|
53.4K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
50.9K+ 8.16% |
$2.3M - $2.43M
|
674K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
49.9K+ 16.25% |
$2.25M - $2.39M
|
357K
$8.15M
|
|