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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
89+ 1.02% |
$2.02K - $2.07K
|
8.83K
$207K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40.7K- 16.93% |
$922K - $947K
|
200K
$4.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
328+ 23.7% |
$7.44K - $7.64K
|
1.71K
$40.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 0.73% |
$90.7 - $93.1
|
551
$12.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.9K- 10.58% |
$564K - $579K
|
210K
$4.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-693- 5.65% |
$15.7K - $16.1K
|
11.6K
$271K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-103K- 83.99% |
$2.32M - $2.39M
|
19.5K
$457K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
28.5KNew |
$646K - $663K
|
28.5K
$666K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
465KNew |
$10.5M - $10.8M
|
465K
$10.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
23.9KNew |
$543K - $557K
|
23.9K
$560K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
4.76K+ 4.57% |
$108K - $111K
|
109K
$2.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.8K- 20.1% |
$109K - $112K
|
19.1K
$446K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-976- 76.13% |
$22.1K - $22.7K
|
306
$7.16K
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
42.1K+ 5.06% |
$954K - $979K
|
873K
$20.4M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-5.3K- 10.88% |
$120K - $123K
|
43.4K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
228+ 1.03% |
$5.17K - $5.31K
|
22.5K
$525K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
9.74KNew |
$221K - $227K
|
9.74K
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-3.12K- 26.14% |
$70.7K - $72.5K
|
8.81K
$206K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-604- 24.3% |
$13.7K - $14.1K
|
1.88K
$44K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 5.83% |
$29.8K - $30.5K
|
21.2K
$496K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.97K- 32.75% |
$44.7K - $45.9K
|
4.05K
$94.7K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-9.57K- 6.44% |
$217K - $223K
|
139K
$3.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2.96K- 9.72% |
$67.1K - $68.9K
|
27.5K
$643K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-949- 6.63% |
$21.5K - $22.1K
|
13.4K
$313K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-384- 2.67% |
$8.71K - $8.94K
|
14K
$328K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
229+ 1.02% |
$5.19K - $5.33K
|
22.6K
$528K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.18K+ 3.89% |
$26.6K - $27.4K
|
31.4K
$735K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 1.05% |
$68 - $69.8
|
290
$6.79K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.17K- 11.78% |
$49.2K - $50.5K
|
16.3K
$380K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
268+ 2.03% |
$6.08K - $6.24K
|
13.5K
$316K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
24KNew |
$543K - $558K
|
24K
$561K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-123- 98.4% |
$2.79K - $2.86K
|
2
$46.8
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
9+ 0.07% |
$202 - $209
|
12.9K
$301K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
188New |
$4.22K - $4.37K
|
188
$4.4K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-65KClosed |
$1.46M - $1.51M
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
33.7K+ 144.59% |
$757K - $784K
|
57K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
104+ 0.63% |
$2.34K - $2.42K
|
16.6K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.46K- 7.94% |
$168K - $174K
|
86.6K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
434KNew |
$9.75M - $10.1M
|
434K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
55KNew |
$1.24M - $1.28M
|
55K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.95K+ 15.88% |
$43.8K - $45.3K
|
14.2K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.5K+ 750.0% |
$33.7K - $34.9K
|
1.7K
$39.8K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-578- 65.38% |
$13K - $13.4K
|
306
$7.16K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-1.45K- 7.45% |
$32.6K - $33.8K
|
18K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-470- 1.97% |
$10.6K - $10.9K
|
23.4K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
462New |
$10.4K - $10.7K
|
462
$10.8K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
22New |
$494 - $512
|
22
$515
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.09M+ 1165.57% |
$47M - $48.7M
|
2.27M
$53.2M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
55.3KNew |
$1.24M - $1.29M
|
55.3K
$1.29M
|
|