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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.23K+ 164.84% |
$50.5K - $51.8K
|
3.58K
$83.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-864- 9.76% |
$19.6K - $20.1K
|
7.99K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
170K+ 1033.41% |
$3.85M - $3.95M
|
186K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12KNew |
$273K - $280K
|
12K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
10.4KNew |
$237K - $243K
|
10.4K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.51K- 17.02% |
$102K - $105K
|
22K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
102New |
$2.31K - $2.37K
|
102
$2.39K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32New |
$726 - $745
|
32
$749
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.19K+ 18.45% |
$49.7K - $51K
|
14.1K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-2.67K- 18.88% |
$60.6K - $62.3K
|
11.5K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
143New |
$3.24K - $3.33K
|
143
$3.35K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.04% |
$45.4 - $46.6
|
5.24K
$123K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.72KNew |
$198K - $203K
|
8.72K
$204K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17.5K- 2.85% |
$397K - $407K
|
597K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 4.26% |
$45.4 - $46.6
|
49
$1.15K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
7.84K+ 8.9% |
$178K - $183K
|
96K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
109KNew |
$2.46M - $2.53M
|
109K
$2.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.33K- 14.04% |
$30.1K - $30.9K
|
8.13K
$190K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-556- 35.73% |
$12.6K - $12.9K
|
1K
$23.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
124+ 0.15% |
$2.81K - $2.89K
|
82.5K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-18.4K- 99.99% |
$417K - $428K
|
2
$46.8
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.93K+ 1694.38% |
$157K - $161K
|
7.34K
$172K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-454- 10.07% |
$10.3K - $10.6K
|
4.05K
$94.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-248- 1.3% |
$5.62K - $5.77K
|
18.8K
$440K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
219New |
$4.97K - $5.1K
|
219
$5.12K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.02K+ 0.58% |
$23.2K - $23.8K
|
177K
$4.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
128New |
$2.9K - $2.98K
|
128
$3K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
3.27KNew |
$74.2K - $76.1K
|
3.27K
$76.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-62Closed |
$1.41K - $1.44K
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.2K+ 13.54% |
$27.2K - $27.9K
|
10.1K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
142K+ 18.02% |
$3.23M - $3.31M
|
932K
$21.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.22K- 32.12% |
$118K - $121K
|
11K
$258K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-620- 23.04% |
$14.1K - $14.4K
|
2.07K
$48.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
45.4KNew |
$1.03M - $1.06M
|
45.4K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
180+ 2.04% |
$4.08K - $4.19K
|
9.02K
$211K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 0.57% |
$22.7 - $23.3
|
174
$4.07K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
69.4KNew |
$1.57M - $1.62M
|
69.4K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
75.7KNew |
$1.72M - $1.76M
|
75.7K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9- 15.79% |
$204 - $210
|
48
$1.12K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
602KNew |
$13.7M - $14M
|
602K
$14.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
208+ 2.19% |
$4.72K - $4.84K
|
9.72K
$228K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.67K+ 14.18% |
$37.9K - $38.9K
|
13.4K
$314K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
267New |
$6.06K - $6.22K
|
267
$6.25K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
52New |
$1.18K - $1.21K
|
52
$1.22K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
626K+ 6517.71% |
$14.2M - $14.6M
|
636K
$14.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-528- 3.04% |
$12K - $12.3K
|
16.8K
$394K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10KNew |
$227K - $233K
|
10K
$234K
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-540- 4.3% |
$12.2K - $12.6K
|
12K
$281K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4- 0.43% |
$90.7 - $93.1
|
930
$21.8K
|
|