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 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.66K+ 2.95% |
$256K - $271K
|
198K
$4.51M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.84K+ 16.23% |
$219K - $232K
|
34.7K
$792K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.8K+ 1237.63% |
$217K - $230K
|
5.19K
$118K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.74KNew |
$214K - $227K
|
4.74K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.62K+ 2.96% |
$209K - $221K
|
161K
$3.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
4.56K+ 3.42% |
$206K - $218K
|
138K
$3.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.41KNew |
$199K - $211K
|
4.41K
$101K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.39KNew |
$198K - $210K
|
4.39K
$100K
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
4.37K+ 15.63% |
$198K - $209K
|
32.3K
$739K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.32KNew |
$195K - $207K
|
4.32K
$98.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.21KNew |
$190K - $202K
|
4.21K
$96.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.14K+ 57.9% |
$187K - $198K
|
11.3K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.08K+ 26.7% |
$184K - $195K
|
19.3K
$442K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
4.06KNew |
$184K - $194K
|
4.06K
$92.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.01K+ 80.94% |
$181K - $192K
|
8.97K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.95K+ 1.72% |
$178K - $189K
|
234K
$5.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.91K+ 26.15% |
$177K - $187K
|
18.9K
$431K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.87K+ 3.71% |
$175K - $185K
|
108K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.81K+ 6.79% |
$172K - $183K
|
60K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.63K+ 3.18% |
$164K - $174K
|
118K
$2.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.17K+ 36.8% |
$143K - $152K
|
11.8K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.7K+ 0.85% |
$122K - $129K
|
321K
$7.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.31K+ 2.97% |
$104K - $110K
|
79.9K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.25K+ 8.03% |
$102K - $108K
|
30.3K
$691K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.23KNew |
$101K - $107K
|
2.23K
$50.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.12K+ 30.27% |
$96K - $102K
|
9.14K
$209K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.05KNew |
$92.7K - $98.1K
|
2.05K
$46.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 9.73% |
$92.4K - $97.8K
|
23.1K
$526K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.85K+ 6.14% |
$83.7K - $88.7K
|
32K
$730K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.85KNew |
$83.5K - $88.4K
|
1.85K
$42.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 7.82% |
$78.6K - $83.2K
|
24K
$548K
|
|
|
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
$407K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
1.6K+ 20.68% |
$72.5K - $76.8K
|
9.36K
$214K
|
|
|
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
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.45K+ 0.82% |
$65.4K - $69.2K
|
178K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.44K+ 1.55% |
$65.1K - $68.9K
|
94.6K
$2.16M
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.38K+ 3.74% |
$62.4K - $66.1K
|
38.3K
$874K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.32K+ 3.95% |
$59.6K - $63.1K
|
34.7K
$791K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.31K+ 3.61% |
$59.3K - $62.9K
|
37.7K
$861K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 10.47% |
$52.8K - $56K
|
12.3K
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.07K+ 9.2% |
$48.3K - $51.2K
|
12.7K
$290K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
882+ 4.61% |
$39.9K - $42.2K
|
20K
$457K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
761New |
$34.4K - $36.4K
|
761
$17.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
741+ 0.44% |
$33.5K - $35.5K
|
170K
$3.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
615+ 33.57% |
$27.8K - $29.4K
|
2.45K
$55.9K
|
|
|
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
$13.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
592+ 3.19% |
$26.8K - $28.3K
|
19.2K
$437K
|