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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
14.8K+ 4.99% |
$339K - $349K
|
311K
$7.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
130+ 0.45% |
$2.98K - $3.07K
|
28.8K
$674K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
220+ 3.19% |
$5.04K - $5.19K
|
7.12K
$167K
|
|
|
Oct 17, 2025
Q3 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-3.18K- 8.13% |
$72.8K - $74.9K
|
35.9K
$840K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
330K+ 8.67% |
$7.56M - $7.79M
|
4.14M
$96.8M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
8.04K+ 6.7% |
$184K - $190K
|
128K
$3M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-8.77K- 41.23% |
$201K - $207K
|
12.5K
$293K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-40- 0.42% |
$916 - $943
|
9.55K
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-41.8K- 10.17% |
$958K - $986K
|
369K
$8.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
8.73K+ 10.9% |
$200K - $206K
|
88.8K
$2.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-77K- 6.12% |
$1.76M - $1.82M
|
1.18M
$27.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.7K+ 1.35% |
$450K - $463K
|
1.48M
$34.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
14.9K+ 8.38% |
$340K - $350K
|
192K
$4.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-67- 0.43% |
$1.53K - $1.58K
|
15.6K
$365K
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
5.06K+ 1.81% |
$116K - $119K
|
284K
$6.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-400- 4.35% |
$9.16K - $9.43K
|
8.8K
$206K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
9.9K+ 19.22% |
$227K - $233K
|
61.4K
$1.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
530+ 0.88% |
$12.1K - $12.5K
|
61K
$1.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-505- 17.83% |
$11.6K - $11.9K
|
2.33K
$54.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
70+ 0.07% |
$1.6K - $1.65K
|
97.2K
$2.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.71K+ 5.36% |
$62.1K - $63.9K
|
53.3K
$1.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
23.1K+ 7.37% |
$529K - $545K
|
337K
$7.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
9.57K+ 1.64% |
$219K - $226K
|
593K
$13.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
367+ 2.2% |
$8.4K - $8.65K
|
17K
$398K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-25.3K- 4.88% |
$579K - $596K
|
493K
$11.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-1.2K- 11.5% |
$27.5K - $28.3K
|
9.23K
$216K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.01K- 1.21% |
$46.1K - $47.4K
|
165K
$3.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.15K- 26.35% |
$95K - $97.8K
|
11.6K
$271K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-906- 0.48% |
$20.7K - $21.4K
|
188K
$4.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-13.1K- 6.08% |
$300K - $309K
|
202K
$4.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.35K+ 75.47% |
$53.7K - $55.3K
|
5.45K
$128K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
9.6K+ 7.74% |
$220K - $226K
|
134K
$3.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.96K- 3.34% |
$114K - $117K
|
144K
$3.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-122K- 39.76% |
$2.8M - $2.89M
|
186K
$4.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.71K+ 5.29% |
$62K - $63.8K
|
53.8K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25.8K+ 1.86% |
$590K - $608K
|
1.41M
$33.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-86- 0.29% |
$1.97K - $2.03K
|
29.8K
$697K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-496- 4.03% |
$11.4K - $11.7K
|
11.8K
$276K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-612- 4.23% |
$14K - $14.4K
|
13.9K
$324K
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
169K+ 7.61% |
$3.88M - $4M
|
2.4M
$56.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-40.5K- 73.6% |
$927K - $955K
|
14.5K
$340K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
118K+ 5.54% |
$2.69M - $2.77M
|
2.24M
$52.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
358+ 3.22% |
$8.2K - $8.44K
|
11.5K
$268K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.31KNew |
$29.9K - $30.8K
|
1.31K
$30.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-63.7K- 20.44% |
$1.46M - $1.5M
|
248K
$5.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-120- 0.39% |
$2.75K - $2.83K
|
31K
$724K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 1.36% |
$308K - $317K
|
1M
$23.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
107K+ 346.82% |
$2.46M - $2.53M
|
138K
$3.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.44K- 3.04% |
$32.9K - $33.9K
|
45.8K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
28.3K+ 3.91% |
$649K - $668K
|
753K
$17.6M
|
|