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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
188New |
$4.22K - $4.37K
|
188
$4.4K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
104+ 0.63% |
$2.34K - $2.42K
|
16.6K
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
73+ 23.1% |
$1.64K - $1.7K
|
389
$9.1K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
52New |
$1.17K - $1.21K
|
52
$1.22K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
22New |
$494 - $512
|
22
$515
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
9+ 0.07% |
$202 - $209
|
12.9K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
8+ 6.25% |
$180 - $186
|
136
$3.18K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4New |
$89.8 - $93
|
4
$93.6
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
208KNew |
$4.7M - $9.87M
|
208K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
103K+ 119.59% |
$2.32M - $4.88M
|
188K
$4.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
80.4K+ 9.08% |
$1.82M - $3.82M
|
966K
$22.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
75.7KNew |
$1.71M - $3.6M
|
75.7K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
72.2K+ 1158.18% |
$1.63M - $3.43M
|
78.5K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
54K+ 115.52% |
$1.22M - $2.57M
|
101K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
51.8K+ 100.0% |
$1.17M - $2.46M
|
104K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
45.3K+ 149.8% |
$1.03M - $2.15M
|
75.6K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27.4KNew |
$620K - $1.3M
|
27.4K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$549K - $1.15M
|
24.3K
$568K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
24.2KNew |
$547K - $1.15M
|
24.2K
$566K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
20.9KNew |
$473K - $993K
|
20.9K
$489K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
20.9K+ 99.99% |
$473K - $993K
|
41.8K
$978K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
19.6K+ 99.7% |
$443K - $931K
|
39.2K
$918K
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
18.7K+ 100.0% |
$423K - $888K
|
37.4K
$874K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
17.8KNew |
$402K - $844K
|
17.8K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14.6KNew |
$329K - $692K
|
14.6K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12.5K+ 100.0% |
$283K - $594K
|
25K
$585K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
11.8KNew |
$268K - $563K
|
11.8K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
10.7KNew |
$241K - $506K
|
10.7K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
10.5K+ 100.0% |
$236K - $497K
|
20.9K
$489K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9.82K+ 100.0% |
$222K - $467K
|
19.6K
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
9.22KNew |
$209K - $438K
|
9.22K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
9.04K+ 78.13% |
$204K - $429K
|
20.6K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
8K+ 101.81% |
$181K - $380K
|
15.9K
$371K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.8K+ 100.68% |
$154K - $323K
|
13.5K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.6K+ 104.63% |
$127K - $266K
|
11K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.07K+ 100.0% |
$115K - $241K
|
10.1K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4.55K+ 100.0% |
$103K - $216K
|
9.11K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.5K+ 102.67% |
$102K - $214K
|
8.89K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
4.45K+ 63.78% |
$101K - $212K
|
11.4K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.43KNew |
$100K - $211K
|
4.43K
$104K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.39K+ 94.83% |
$99.2K - $208K
|
9.01K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.27K+ 88.97% |
$96.5K - $203K
|
9.06K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.82K+ 100.0% |
$86.4K - $181K
|
7.64K
$179K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.68K+ 40911.11% |
$83.3K - $175K
|
3.69K
$86.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
3.55K+ 100.0% |
$80.3K - $169K
|
7.09K
$166K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.38KNew |
$53.8K - $113K
|
2.38K
$55.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.95K+ 105.99% |
$44K - $92.4K
|
3.78K
$88.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.87K+ 101.25% |
$42.3K - $88.9K
|
3.72K
$87K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.54KNew |
$34.8K - $73K
|
1.54K
$35.9K
|
|