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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-43.3K- 10.97% |
$991K - $1.02M
|
351K
$8.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
217KNew |
$4.97M - $5.12M
|
217K
$5.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.32K+ 14.22% |
$145K - $149K
|
50.8K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
17.2K+ 92.2% |
$393K - $404K
|
35.8K
$837K
|
|
|
Nov 14, 2025
Q3 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 14.17% |
$237K - $244K
|
83.5K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-157K- 15.93% |
$3.6M - $3.7M
|
829K
$19.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.86K- 2.87% |
$203K - $209K
|
300K
$7.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
977K+ 147.55% |
$22.4M - $23M
|
1.64M
$38.4M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.7K- 3.08% |
$451K - $464K
|
620K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-199- 0.81% |
$4.56K - $4.69K
|
24.4K
$571K
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.33K+ 3.43% |
$30.5K - $31.4K
|
40.1K
$938K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
17.7K+ 13.12% |
$404K - $416K
|
152K
$3.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-664- 2.49% |
$15.2K - $15.7K
|
26K
$607K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8.02K- 41.78% |
$184K - $189K
|
11.2K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30.3K- 1.44% |
$693K - $714K
|
2.07M
$48.6M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.96K- 17.84% |
$90.7K - $93.4K
|
18.2K
$427K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
126+ 1.02% |
$2.89K - $2.97K
|
12.4K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
149+ 0.14% |
$3.41K - $3.51K
|
104K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
103KNew |
$2.35M - $2.42M
|
103K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
505+ 0.12% |
$11.6K - $11.9K
|
430K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
149KNew |
$3.41M - $3.51M
|
149K
$3.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
371K+ 2772.18% |
$8.49M - $8.75M
|
384K
$8.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
837+ 8.25% |
$19.2K - $19.7K
|
11K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
23.7K+ 5.09% |
$542K - $558K
|
488K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-163K- 18.82% |
$3.73M - $3.84M
|
703K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
16.6K+ 41.31% |
$380K - $391K
|
56.8K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.47K- 3.22% |
$33.5K - $34.5K
|
44.1K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-421- 2.79% |
$9.64K - $9.93K
|
14.6K
$343K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
13.3K+ 17.9% |
$305K - $314K
|
87.6K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
12.3KNew |
$281K - $289K
|
12.3K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.4K- 14.38% |
$101K - $104K
|
26.2K
$612K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.62K- 13.02% |
$37.1K - $38.2K
|
10.8K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-411- 7.39% |
$9.41K - $9.69K
|
5.15K
$120K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
109K+ 4.17% |
$2.49M - $2.57M
|
2.72M
$63.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-26.3K- 47.97% |
$602K - $620K
|
28.5K
$668K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
58+ 1.03% |
$1.33K - $1.37K
|
5.68K
$133K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.29K+ 9.26% |
$29.5K - $30.4K
|
15.2K
$356K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-64K- 27.73% |
$1.47M - $1.51M
|
167K
$3.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-12.7K- 43.43% |
$290K - $298K
|
16.5K
$386K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.3K- 1.51% |
$75.7K - $77.9K
|
215K
$5.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.01KNew |
$68.8K - $70.9K
|
3.01K
$70.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
148K+ 342.49% |
$3.38M - $3.48M
|
191K
$4.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
8.78K+ 4.67% |
$201K - $207K
|
197K
$4.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-746- 0.39% |
$17.1K - $17.6K
|
189K
$4.41M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
13.6KNew |
$312K - $321K
|
13.6K
$319K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.7K- 87.01% |
$108K - $111K
|
702
$16.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-661K- 48.89% |
$15.1M - $15.6M
|
691K
$16.2M
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
26.2KNew |
$599K - $617K
|
26.2K
$612K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.3K+ 12.35% |
$281K - $289K
|
111K
$2.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
63.2K+ 6.81% |
$1.45M - $1.49M
|
992K
$23.2M
|
|