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 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.08K+ 2.0% |
$25.2K - $25.5K
|
54.9K
$1.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-2.22K- 10.15% |
$51.8K - $52.5K
|
19.6K
$459K
|
|
|
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
|
Versant Capital Management, Inc
|
SELL
|
- |
-417- 2.27% |
$9.75K - $9.88K
|
18K
$420K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-7.89K- 8.49% |
$184K - $187K
|
85.1K
$1.99M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
23.1KNew |
$540K - $547K
|
23.1K
$540K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-6.58K- 23.94% |
$154K - $156K
|
20.9K
$489K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.59K+ 1.41% |
$131K - $133K
|
402K
$9.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
268K+ 4.51% |
$6.27M - $6.36M
|
6.22M
$145M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20- 0.17% |
$467 - $474
|
11.8K
$276K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-172- 0.31% |
$4.02K - $4.08K
|
56.1K
$1.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20K+ 21.67% |
$468K - $475K
|
112K
$2.63M
|
|
|
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 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
66+ 0.33% |
$1.54K - $1.56K
|
19.9K
$466K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-213KClosed |
$4.97M - $5.04M
|
0
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.56K- 24.51% |
$83.2K - $84.3K
|
11K
$257K
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
SELL
|
- |
-9.25K- 3.26% |
$216K - $219K
|
275K
$6.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
BUY
|
- |
24+ 0.07% |
$561 - $569
|
35.9K
$840K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.7KNew |
$250K - $254K
|
10.7K
$251K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
570+ 3.8% |
$13.3K - $13.5K
|
15.6K
$365K
|
|
|
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 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-470- 2.53% |
$11K - $11.1K
|
18.1K
$423K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
2.04K+ 2.31% |
$47.7K - $48.4K
|
90.7K
$2.12M
|
|
|
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 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.8K+ 6.39% |
$394K - $399K
|
281K
$6.57M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.45K+ 1.02% |
$216K - $223K
|
938K
$22M
|
|
|
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
|
|