Latest Institutional Transactions on Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information on the latest institutional transactions involving Schwab Us Aggregate Bond ETF (SCHZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2026
Q4 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
397+ 1.68% |
$9.28K - $9.41K
|
24K
$563K
|
|
|
Jan 30, 2026
Q4 2025
|
Archer Investment Corp
|
BUY
|
- |
4+ 1.47% |
$93.5 - $94.8
|
277
$6.48K
|
|
|
Jan 30, 2026
Q4 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.3K+ 11.37% |
$241K - $245K
|
101K
$2.37M
|
|
|
Jan 30, 2026
Q4 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
226K+ 8.31% |
$5.28M - $5.35M
|
2.94M
$68.9M
|
|
|
Jan 30, 2026
Q4 2025
|
Smart Money Group LLC
|
SELL
|
- |
-6.4K- 4.39% |
$150K - $152K
|
139K
$3.26M
|
|
|
Jan 30, 2026
Q4 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.9K+ 6.57% |
$161K - $163K
|
112K
$2.62M
|
|
|
Jan 30, 2026
Q4 2025
|
Financial Life Advisors
|
BUY
|
- |
108K+ 7.9% |
$2.53M - $2.56M
|
1.48M
$34.6M
|
|
|
Jan 30, 2026
Q4 2025
|
Pacific Park Financial, Inc.
Lagina Hills, CA |
BUY
|
- |
640KNew |
$15M - $15.2M
|
640K
$15M
|
|
|
Jan 30, 2026
Q4 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
938+ 0.38% |
$21.9K - $22.2K
|
250K
$5.85M
|
|
|
Jan 30, 2026
Q4 2025
|
Us Bancorp \De\
|
BUY
|
- |
274+ 0.85% |
$6.4K - $6.49K
|
32.4K
$758K
|
|
|
Jan 30, 2026
Q4 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 1.54% |
$46.7 - $47.4
|
132
$3.09K
|
|
|
Jan 30, 2026
Q4 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1+ 1.56% |
$23.4 - $23.7
|
65
$1.52K
|
|
|
Jan 30, 2026
Q4 2025
|
Rcw Management, LLC
Jacksonville, FL |
BUY
|
- |
20.6KNew |
$482K - $488K
|
20.6K
$482K
|
|
|
Jan 29, 2026
Q4 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.26K+ 6.51% |
$52.7K - $53.4K
|
36.9K
$864K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16+ 0.17% |
$374 - $379
|
9.17K
$215K
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10.9KNew |
$254K - $258K
|
10.9K
$254K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.33K- 8.92% |
$54.5K - $55.3K
|
23.8K
$558K
|
|
|
Jan 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
14.7KNew |
$343K - $348K
|
14.7K
$344K
|
|
|
Jan 29, 2026
Q4 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2K+ 3.28% |
$46.7K - $47.4K
|
63K
$1.47M
|
|
|
Jan 29, 2026
Q4 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
18K+ 37.16% |
$421K - $426K
|
66.4K
$1.55M
|
|
|
Jan 29, 2026
Q4 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
2.31K+ 5.18% |
$54.1K - $54.8K
|
46.9K
$1.1M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-16.2K- 2.35% |
$379K - $384K
|
675K
$15.8M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-31.2K- 3.59% |
$730K - $740K
|
839K
$19.6M
|
|
|
Jan 29, 2026
Q4 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-4.16K- 0.85% |
$97.2K - $98.6K
|
484K
$11.3M
|
|
|
Jan 29, 2026
Q4 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58.1K+ 258.75% |
$1.36M - $1.38M
|
80.5K
$1.88M
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
33.4K+ 9.94% |
$781K - $792K
|
370K
$8.65M
|
|
|
Jan 29, 2026
Q4 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$256K - $259K
|
10.9K
$256K
|
|
|
Jan 28, 2026
Q4 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-2.34K- 15.07% |
$54.7K - $55.5K
|
13.2K
$309K
|
|
|
Jan 28, 2026
Q4 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.89K- 15.18% |
$90.8K - $92.1K
|
21.7K
$508K
|
|
|
Jan 28, 2026
Q4 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
206+ 2.11% |
$4.81K - $4.88K
|
9.95K
$233K
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4- 0.01% |
$93.5 - $94.8
|
31.9K
$747K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.78K- 3.0% |
$41.5K - $42.1K
|
57.5K
$1.35M
|
|
|
Jan 28, 2026
Q4 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
967+ 0.91% |
$22.6K - $22.9K
|
108K
$2.52M
|
|
|
Jan 28, 2026
Q4 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
73+ 1.13% |
$1.71K - $1.73K
|
6.53K
$153K
|
|
|
Jan 28, 2026
Q4 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-21.9K- 64.17% |
$511K - $518K
|
12.2K
$286K
|
|
|
Jan 28, 2026
Q4 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
96+ 0.46% |
$2.24K - $2.28K
|
21K
$491K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.01K- 31.54% |
$23.6K - $23.9K
|
2.19K
$51.2K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.2K+ 35.75% |
$378K - $384K
|
61.4K
$1.44M
|
|
|
Jan 28, 2026
Q4 2025
|
Dentgroup LLC
|
SELL
|
- |
-5.1K- 21.69% |
$119K - $121K
|
18.4K
$431K
|
|
|
Jan 28, 2026
Q4 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1K+ 1.32% |
$23.5K - $23.8K
|
76.9K
$1.8M
|
|
|
Jan 27, 2026
Q4 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
43.3K+ 21.67% |
$1.01M - $1.03M
|
243K
$5.68M
|
|
|
Jan 27, 2026
Q4 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-7.41K- 5.79% |
$173K - $176K
|
121K
$2.82M
|
|
|
Jan 27, 2026
Q4 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
135+ 1.48% |
$3.15K - $3.2K
|
9.24K
$216K
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
3.08KNew |
$71.9K - $72.9K
|
3.08K
$72K
|
|
|
Jan 27, 2026
Q4 2025
|
Friedenthal Financial
|
SELL
|
- |
-27.6K- 16.72% |
$644K - $653K
|
137K
$3.21M
|
|
|
Jan 27, 2026
Q4 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
141K+ 56.84% |
$3.3M - $3.34M
|
389K
$9.11M
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-50.9K- 10.93% |
$1.19M - $1.21M
|
414K
$9.7M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
233+ 0.52% |
$5.45K - $5.52K
|
45.1K
$1.06M
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
233+ 0.52% |
$5.45K - $5.52K
|
45.1K
$1.06M
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-20.7K- 11.84% |
$485K - $491K
|
154K
$3.61M
|
|