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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.15K+ 34.78% |
$97.3K - $103K
|
8.34K
$189K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.12K+ 30.27% |
$96K - $102K
|
9.14K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.05KNew |
$92.7K - $98.1K
|
2.05K
$46.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 9.73% |
$92.4K - $97.8K
|
23.1K
$524K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.85K+ 6.14% |
$83.7K - $88.7K
|
32K
$727K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.85KNew |
$83.5K - $88.4K
|
1.85K
$41.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.75K+ 1.47% |
$79.1K - $83.7K
|
121K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 7.82% |
$78.6K - $83.2K
|
24K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 3.7% |
$76.5K - $81K
|
47.5K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 10.26% |
$75K - $79.5K
|
17.8K
$405K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
1.6K+ 20.68% |
$72.5K - $76.8K
|
9.36K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.51KNew |
$68.4K - $72.4K
|
1.51K
$34.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.5K+ 3.32% |
$67.6K - $71.6K
|
46.5K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.46K+ 2.58% |
$65.8K - $69.7K
|
57.9K
$1.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.45K+ 0.82% |
$65.4K - $69.2K
|
178K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.44K+ 1.55% |
$65.1K - $68.9K
|
94.6K
$2.15M
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.38K+ 3.74% |
$62.4K - $66.1K
|
38.3K
$870K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.37K+ 5.53% |
$61.9K - $65.6K
|
26.2K
$594K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.32K+ 3.95% |
$59.6K - $63.1K
|
34.7K
$787K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.31K+ 3.61% |
$59.3K - $62.9K
|
37.7K
$856K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.18KNew |
$53.2K - $56.3K
|
1.18K
$26.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 10.47% |
$52.8K - $56K
|
12.3K
$280K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.07K+ 9.2% |
$48.3K - $51.2K
|
12.7K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1K+ 20.99% |
$45.4K - $48.1K
|
5.79K
$131K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
882+ 4.61% |
$39.9K - $42.2K
|
20K
$455K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
761New |
$34.4K - $36.4K
|
761
$17.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
741+ 0.44% |
$33.5K - $35.5K
|
170K
$3.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
615+ 33.57% |
$27.8K - $29.4K
|
2.45K
$55.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
615New |
$27.8K - $29.4K
|
615
$14K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
595New |
$26.9K - $28.5K
|
595
$13.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
592+ 3.19% |
$26.8K - $28.3K
|
19.2K
$435K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
572+ 3.97% |
$25.9K - $27.4K
|
15K
$340K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
561+ 6.77% |
$25.4K - $26.9K
|
8.84K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
550+ 9.09% |
$24.9K - $26.3K
|
6.6K
$150K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
550New |
$24.9K - $26.3K
|
550
$12.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
480+ 5.71% |
$21.7K - $23K
|
8.89K
$202K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
469+ 0.36% |
$21.2K - $22.5K
|
131K
$2.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
468+ 0.46% |
$21.2K - $22.4K
|
102K
$2.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
413+ 1032.5% |
$18.7K - $19.8K
|
453
$10.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
351+ 2.31% |
$15.9K - $16.8K
|
15.5K
$353K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
339+ 1.07% |
$15.3K - $16.2K
|
32K
$726K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
277+ 2.79% |
$12.5K - $13.3K
|
10.2K
$231K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
203+ 1.03% |
$9.18K - $9.72K
|
19.9K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
200New |
$9.04K - $9.57K
|
200
$4.54K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
186+ 2.6% |
$8.41K - $8.9K
|
7.34K
$167K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
181+ 1.62% |
$8.18K - $8.66K
|
11.3K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
138+ 0.3% |
$6.24K - $6.61K
|
46.8K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
137+ 8.56% |
$6.19K - $6.56K
|
1.74K
$39.4K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
122+ 0.71% |
$5.51K - $5.84K
|
17.3K
$393K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
122+ 0.29% |
$5.51K - $5.84K
|
42.9K
$975K
|