Purchases and Sales Made in Q4 2025 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q4 2025. The information is specifically focused on institutions that hold shares of SCHWAB US AGGREGATE BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
321K+ 8.85% |
$7.51M - $7.62M
|
3.95M
$92.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
268K+ 4.51% |
$6.27M - $6.36M
|
6.22M
$145M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
174KNew |
$4.07M - $4.13M
|
174K
$4.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
140K+ 10.76% |
$3.27M - $3.32M
|
1.44M
$33.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
83.8KNew |
$1.96M - $1.99M
|
83.8K
$1.96M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
76.5K+ 10.24% |
$1.79M - $1.81M
|
823K
$19.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
71.7K+ 4.84% |
$1.67M - $1.7M
|
1.55M
$36.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
70.6K+ 148.21% |
$1.65M - $1.67M
|
118K
$2.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
56.7K+ 11.5% |
$1.33M - $1.34M
|
550K
$12.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
52.4K+ 59.04% |
$1.23M - $1.24M
|
141K
$3.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.4K+ 10.18% |
$1.01M - $1.03M
|
470K
$11M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
33.8K+ 9.27% |
$789K - $800K
|
398K
$9.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
30.7K+ 9.87% |
$718K - $728K
|
342K
$8M
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
29.8K+ 8.39% |
$697K - $707K
|
385K
$9.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
27.6KNew |
$646K - $655K
|
27.6K
$647K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
23.5K+ 6.99% |
$550K - $558K
|
360K
$8.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
23.1KNew |
$540K - $547K
|
23.1K
$540K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
20.6K+ 10.7% |
$480K - $487K
|
213K
$4.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
20.4KNew |
$477K - $484K
|
20.4K
$478K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
20.4K+ 22.99% |
$476K - $483K
|
109K
$2.55M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20.1K+ 6.71% |
$470K - $477K
|
320K
$7.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20K+ 21.67% |
$468K - $475K
|
112K
$2.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
19K+ 11.86% |
$444K - $451K
|
179K
$4.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
17.8K+ 3.6% |
$417K - $423K
|
513K
$12M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.8K+ 6.39% |
$394K - $399K
|
281K
$6.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13.5K+ 13.12% |
$315K - $319K
|
116K
$2.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
12.2K+ 58.76% |
$284K - $288K
|
32.8K
$768K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11.2K+ 23.21% |
$262K - $266K
|
59.6K
$1.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.2K+ 7.38% |
$261K - $265K
|
163K
$3.81M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10.9KNew |
$254K - $258K
|
10.9K
$254K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
10.7KNew |
$251K - $254K
|
10.7K
$251K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.7KNew |
$250K - $254K
|
10.7K
$251K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
9.28K+ 19.32% |
$217K - $220K
|
57.3K
$1.34M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
9.1KNew |
$213K - $216K
|
9.1K
$213K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.2K+ 4.95% |
$192K - $194K
|
174K
$4.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
6.65K+ 3.55% |
$155K - $158K
|
194K
$4.54M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6.12K+ 8.62% |
$143K - $145K
|
77.2K
$1.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.59K+ 1.41% |
$131K - $133K
|
402K
$9.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.13K+ 1.3% |
$120K - $122K
|
399K
$9.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
4.44K+ 0.75% |
$104K - $105K
|
598K
$14M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.12K+ 6.31% |
$96.4K - $97.7K
|
69.5K
$1.63M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
3.64K+ 7.47% |
$85.1K - $86.3K
|
52.4K
$1.23M
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.52K+ 18.02% |
$82.3K - $83.4K
|
23.1K
$540K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.17K+ 4.19% |
$50.7K - $51.4K
|
53.9K
$1.26M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
2.04K+ 2.31% |
$47.7K - $48.4K
|
90.7K
$2.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.7K+ 16.86% |
$39.6K - $40.2K
|
11.7K
$275K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
1.33K+ 0.98% |
$31K - $31.4K
|
136K
$3.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.12K+ 0.09% |
$26.1K - $26.5K
|
1.25M
$29.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.08K+ 2.0% |
$25.2K - $25.5K
|
54.9K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
570+ 3.8% |
$13.3K - $13.5K
|
15.6K
$365K
|
|