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 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.88KNew |
$203K - $209K
|
8.88K
$208K
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
13.5K+ 15.77% |
$310K - $319K
|
99.4K
$2.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
21KNew |
$481K - $496K
|
21K
$492K
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-510- 1.19% |
$11.7K - $12K
|
42.4K
$993K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
92+ 1.02% |
$2.11K - $2.17K
|
9.14K
$214K
|
|
|
Nov 13, 2025
Q3 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-2.6K- 6.5% |
$59.5K - $61.3K
|
37.4K
$875K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-14.6K- 21.97% |
$334K - $344K
|
51.8K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
87.4KNew |
$2M - $2.06M
|
87.4K
$2.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4K+ 4.55% |
$32K - $32.9K
|
32.1K
$750K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$265K - $272K
|
11.6K
$270K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.35K- 10.16% |
$191K - $197K
|
73.8K
$1.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-23- 0.75% |
$527 - $542
|
3.06K
$71.5K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
935K+ 209215.88% |
$21.4M - $22.1M
|
936K
$21.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.43K- 8.5% |
$193K - $199K
|
90.8K
$2.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.3K- 5.36% |
$510K - $525K
|
393K
$9.2M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-656- 2.72% |
$15K - $15.5K
|
23.5K
$550K
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
6+ 0.06% |
$137 - $141
|
10K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.53K+ 4.53% |
$80.8K - $83.2K
|
81.4K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
129+ 1.02% |
$2.95K - $3.04K
|
12.8K
$299K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-189- 1.33% |
$4.33K - $4.46K
|
14K
$327K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
32.8K+ 12.37% |
$752K - $774K
|
298K
$6.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
10.9KNew |
$249K - $257K
|
10.9K
$255K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1- -0.0% |
$22.9 - $23.6
|
36.2K
$847K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
11.4K+ 266.03% |
$261K - $269K
|
15.7K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
406+ 1.75% |
$9.3K - $9.57K
|
23.6K
$553K
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-5.64K- 7.82% |
$129K - $133K
|
66.5K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.15MNew |
$26.4M - $27.2M
|
1.15M
$27M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-84.2K- 24.66% |
$1.93M - $1.98M
|
257K
$6.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
891+ 0.84% |
$20.4K - $21K
|
107K
$2.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
SELL
|
- |
-84.4K- 36.66% |
$1.93M - $1.99M
|
146K
$3.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
3.31K+ 3.6% |
$75.8K - $78K
|
95.1K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
9.74K+ 10.48% |
$223K - $230K
|
103K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-8.63K- 39.26% |
$198K - $203K
|
13.4K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
4.06K+ 3.99% |
$93K - $95.8K
|
106K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.29K+ 27.48% |
$29.6K - $30.5K
|
6K
$140K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
28+ 5.77% |
$641 - $660
|
513
$12K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.52K- 6.89% |
$34.9K - $35.9K
|
20.6K
$481K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
425+ 1.25% |
$9.73K - $10K
|
34.4K
$804K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.7K+ 8.67% |
$246K - $253K
|
134K
$3.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25- 0.05% |
$573 - $590
|
54.9K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.5K- 19.07% |
$80.2K - $82.6K
|
14.9K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-75- 3.69% |
$1.72K - $1.77K
|
1.96K
$45.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
576K+ 7.8% |
$13.2M - $13.6M
|
7.96M
$186M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.12K+ 14.21% |
$209K - $215K
|
73.3K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-39- 6.34% |
$893 - $920
|
576
$13.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
180K+ 26.37% |
$4.12M - $4.25M
|
863K
$20.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-29.3K- 12.23% |
$670K - $690K
|
210K
$4.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.81K- 10.36% |
$41.5K - $42.8K
|
15.7K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
1.47K+ 0.74% |
$33.7K - $34.7K
|
200K
$4.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.04K+ 14.75% |
$92.6K - $95.3K
|
31.5K
$736K
|
|