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 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
46K+ 17.99% |
$1.05M - $1.08M
|
302K
$7.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
61.2K+ 196.26% |
$1.4M - $1.44M
|
92.4K
$2.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
26.5K+ 3.96% |
$606K - $624K
|
695K
$16.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
135+ 0.71% |
$3.09K - $3.18K
|
19.1K
$446K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
20.7KNew |
$474K - $488K
|
20.7K
$484K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
360K+ 6.44% |
$8.24M - $8.48M
|
5.95M
$139M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.73K+ 5.8% |
$39.7K - $40.8K
|
31.6K
$739K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
63.1K+ 35.64% |
$1.45M - $1.49M
|
240K
$5.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
12.5K+ 2.58% |
$286K - $294K
|
496K
$11.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-411- 1.7% |
$9.41K - $9.69K
|
23.8K
$557K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.3K+ 23.2% |
$282K - $290K
|
65.4K
$1.53M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 2.33% |
$22.9 - $23.6
|
44
$1.03K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 0.27% |
$24.6K - $25.3K
|
396K
$9.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-12.9K- 5.63% |
$295K - $303K
|
215K
$5.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10+ 0.08% |
$229 - $236
|
11.8K
$277K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
14.7K+ 4.55% |
$337K - $347K
|
339K
$7.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
355KNew |
$8.14M - $8.38M
|
355K
$8.31M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.21K+ 3.41% |
$27.8K - $28.6K
|
36.8K
$861K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
59+ 0.62% |
$1.35K - $1.39K
|
9.64K
$226K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
209+ 3.35% |
$4.79K - $4.93K
|
6.45K
$151K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.12K- 28.1% |
$140K - $144K
|
15.6K
$366K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-36.7K- 42.09% |
$841K - $866K
|
50.5K
$1.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.2K+ 3.48% |
$303K - $312K
|
394K
$9.21M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.22K+ 11.3% |
$50.7K - $52.2K
|
21.8K
$511K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
3.96K+ 4.68% |
$90.6K - $93.3K
|
88.6K
$2.07M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.33K- 6.37% |
$145K - $149K
|
93K
$2.18M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
80.2K+ 10.56% |
$1.84M - $1.89M
|
840K
$19.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.41K+ 7.31% |
$215K - $222K
|
138K
$3.23M
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
28.5K+ 2.33% |
$652K - $671K
|
1.25M
$29.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
21.3KNew |
$487K - $501K
|
21.3K
$497K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
28+ 1.35% |
$641 - $660
|
2.1K
$49.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
332+ 2.82% |
$7.6K - $7.83K
|
12.1K
$283K
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-1.64K- 9.57% |
$37.6K - $38.8K
|
15.5K
$363K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-996- 2.03% |
$22.8K - $23.5K
|
48K
$1.12M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.8K- 15.71% |
$64.1K - $66K
|
15K
$351K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.35K- 22.96% |
$168K - $173K
|
24.7K
$577K
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-18.2K- 20.34% |
$418K - $430K
|
71.4K
$1.67M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-556- 0.98% |
$12.7K - $13.1K
|
56.3K
$1.32M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
724+ 3.79% |
$16.6K - $17.1K
|
19.8K
$464K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-630- 2.61% |
$14.4K - $14.9K
|
23.5K
$551K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
87+ 0.24% |
$1.99K - $2.05K
|
35.6K
$834K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-16.1K- 9.77% |
$369K - $380K
|
149K
$3.49M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45K+ 338.27% |
$1.02M - $1.05M
|
58.3K
$1.36M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-434- 1.26% |
$9.84K - $10.1K
|
33.9K
$794K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10K- 50.0% |
$228K - $234K
|
10K
$235K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
6.1KNew |
$138K - $142K
|
6.1K
$143K
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-2.93K- 15.18% |
$66.3K - $68.1K
|
16.3K
$382K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4New |
$90.7 - $93.1
|
4
$93.6
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.76K- 75.33% |
$221K - $227K
|
3.2K
$74.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
751+ 2.35% |
$17K - $17.5K
|
32.8K
$767K
|
|