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 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.83K- 16.42% |
$41.8K - $43K
|
9.29K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-17K- 14.51% |
$389K - $400K
|
100K
$2.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13.9K- 5.61% |
$319K - $328K
|
234K
$5.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
32+ 0.26% |
$733 - $755
|
12.4K
$290K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
36.4KNew |
$834K - $859K
|
36.4K
$852K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-242- 0.83% |
$5.54K - $5.71K
|
28.8K
$673K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
400+ 3.78% |
$9.16K - $9.43K
|
11K
$257K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
977+ 0.96% |
$22.4K - $23K
|
102K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
36.4KNew |
$834K - $859K
|
36.4K
$852K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
456+ 4.46% |
$10.4K - $10.8K
|
10.7K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
182+ 0.36% |
$4.17K - $4.29K
|
50.7K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.55K+ 1.77% |
$35.5K - $36.6K
|
89.4K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
23KNew |
$526K - $542K
|
23K
$538K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.61K+ 10.89% |
$129K - $132K
|
57.1K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
31.3K+ 11.92% |
$717K - $738K
|
294K
$6.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
978+ 5.14% |
$22.4K - $23.1K
|
20K
$468K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
8.64KNew |
$198K - $204K
|
8.64K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
2+ 0.28% |
$45.8 - $47.2
|
720
$16.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
621+ 0.83% |
$14.2K - $14.6K
|
75.9K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-189- 1.82% |
$4.33K - $4.46K
|
10.2K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.63K- 2.31% |
$60.2K - $62K
|
111K
$2.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
32.8K+ 2.75% |
$751K - $773K
|
1.22M
$28.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-108K- 80.87% |
$2.48M - $2.55M
|
25.6K
$599K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-267- 1.79% |
$6.11K - $6.3K
|
14.6K
$342K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
16.7KNew |
$382K - $393K
|
16.7K
$390K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-7.66K- 82.37% |
$176K - $181K
|
1.64K
$38.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
132+ 1.02% |
$3.02K - $3.11K
|
13.1K
$307K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
590+ 121.15% |
$13.5K - $13.9K
|
1.08K
$25.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-330K- 9.04% |
$7.56M - $7.78M
|
3.32M
$77.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.42K- 3.88% |
$78.2K - $80.5K
|
84.5K
$1.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11K+ 13.93% |
$251K - $259K
|
89.8K
$2.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
13.1K+ 10.55% |
$299K - $308K
|
137K
$3.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.47K- 3.44% |
$33.7K - $34.7K
|
41.4K
$968K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
775KNew |
$17.7M - $18.3M
|
775K
$18.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-52.9K- 5.42% |
$1.21M - $1.25M
|
923K
$21.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
13.2K+ 62.26% |
$302K - $311K
|
34.4K
$806K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-36.1K- 12.01% |
$827K - $852K
|
265K
$6.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.54% |
$412 - $424
|
3.37K
$78.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.06K- 13.32% |
$47.2K - $48.6K
|
13.4K
$314K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
35.5K+ 289.74% |
$814K - $838K
|
47.8K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
225K+ 384.78% |
$5.16M - $5.32M
|
284K
$6.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
9.49K+ 9.74% |
$217K - $224K
|
107K
$2.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 4.13% |
$30.8K - $31.7K
|
33.9K
$793K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.8K+ 0.61% |
$64K - $65.9K
|
461K
$10.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-208- 2.76% |
$4.76K - $4.9K
|
7.32K
$171K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.28K+ 2.2% |
$29.2K - $30.1K
|
59.1K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-258- 0.86% |
$5.91K - $6.08K
|
29.8K
$697K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-960- 2.9% |
$22K - $22.6K
|
32.1K
$752K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-147- 0.07% |
$3.37K - $3.47K
|
219K
$5.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
SELL
|
- |
-338- 2.07% |
$7.74K - $7.97K
|
16K
$375K
|
|