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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.04K+ 101400.0% |
$69.7K - $71.7K
|
3.05K
$71.3K
|
|
|
Dec 18, 2025
Q3 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
6.99K+ 8.64% |
$160K - $165K
|
87.9K
$2.06M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-131- 0.44% |
$3K - $3.09K
|
29.9K
$699K
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
832+ 18.44% |
$19.1K - $19.6K
|
5.34K
$125K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-96- 9.88% |
$2.2K - $2.26K
|
876
$20.5K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.86K+ 2.15% |
$203K - $209K
|
422K
$9.87M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
34.6KNew |
$793K - $817K
|
34.6K
$811K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
268New |
$6.14K - $6.32K
|
268
$6.27K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
56New |
$1.28K - $1.32K
|
56
$1.31K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.52K+ 2.08% |
$34.8K - $35.9K
|
74.8K
$1.75M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
223+ 2.15% |
$5.11K - $5.26K
|
10.6K
$248K
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-30- 0.34% |
$687 - $707
|
8.89K
$208K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
398+ 2.42% |
$9.11K - $9.38K
|
16.9K
$395K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-7.72K- 5.1% |
$177K - $182K
|
144K
$3.36M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
12.2KNew |
$279K - $287K
|
12.2K
$285K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.6K- 13.77% |
$243K - $251K
|
66.6K
$1.56M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-19.1K- 40.77% |
$438K - $451K
|
27.8K
$650K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
956+ 0.42% |
$21.9K - $22.5K
|
229K
$5.37M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.37K+ 3.72% |
$54.3K - $55.9K
|
66.1K
$1.55M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
525K+ 10.7% |
$12M - $12.4M
|
5.43M
$127M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-261- 1.03% |
$5.98K - $6.15K
|
25.2K
$589K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.05K+ 868.6% |
$24.1K - $24.8K
|
1.17K
$27.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
596K+ 128.34% |
$13.6M - $14M
|
1.06M
$24.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.91K- 13.42% |
$66.6K - $68.6K
|
18.8K
$439K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43K+ 12.27% |
$986K - $1.01M
|
394K
$9.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13.4K- 26.65% |
$307K - $316K
|
36.9K
$863K
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
223+ 0.74% |
$5.11K - $5.26K
|
30.2K
$706K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.5K+ 5.97% |
$447K - $460K
|
347K
$8.11M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
343+ 1.12% |
$7.85K - $8.09K
|
30.8K
$721K
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
455+ 1.22% |
$10.4K - $10.7K
|
37.7K
$883K
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-900- 8.18% |
$20.6K - $21.2K
|
10.1K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-66.2K- 35.97% |
$1.52M - $1.56M
|
118K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
710New |
$16.3K - $16.7K
|
710
$16.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.55K+ 4.66% |
$35.6K - $36.6K
|
34.9K
$817K
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 12.63% |
$35.1K - $36.1K
|
13.7K
$320K
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-249- 0.47% |
$5.7K - $5.87K
|
53.2K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.22M- 16.42% |
$28M - $28.9M
|
6.23M
$146M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
114K+ 19.26% |
$2.6M - $2.68M
|
703K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-76.2K- 22.59% |
$1.75M - $1.8M
|
261K
$6.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.1K- 51.14% |
$253K - $261K
|
10.6K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
51.5K+ 4.21% |
$1.18M - $1.21M
|
1.27M
$29.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4.33K+ 5.79% |
$99K - $102K
|
79K
$1.85M
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-6.8K- 4.72% |
$156K - $160K
|
137K
$3.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-201K- 5.88% |
$4.61M - $4.75M
|
3.22M
$75.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.53K- 0.48% |
$127K - $130K
|
1.14M
$26.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13K- 1.28% |
$297K - $306K
|
1M
$23.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13K+ 6.92% |
$298K - $307K
|
201K
$4.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3.57K- 3.49% |
$81.6K - $84.1K
|
98.6K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-87.3K- 5.96% |
$2M - $2.06M
|
1.38M
$32.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
775KNew |
$17.7M - $18.3M
|
775K
$18.1M
|
|