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 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.74K+ 1.48% |
$131K - $135K
|
395K
$9.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
665+ 0.73% |
$15.2K - $15.7K
|
91.4K
$2.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-119K- 71.11% |
$2.73M - $2.81M
|
48.4K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-131K- 1.07% |
$3M - $3.08M
|
12.1M
$284M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
15.3K+ 164.54% |
$349K - $360K
|
24.5K
$574K
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.69K- 10.14% |
$107K - $111K
|
41.5K
$972K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.95K- 20.82% |
$113K - $117K
|
18.8K
$441K
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-3.31K- 1.76% |
$75.9K - $78.1K
|
185K
$4.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.61K- 17.25% |
$59.7K - $61.5K
|
12.5K
$293K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-352- 1.05% |
$8.06K - $8.3K
|
33.2K
$777K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.7K- 4.24% |
$153K - $158K
|
151K
$3.54M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-241- 4.82% |
$5.52K - $5.68K
|
4.76K
$111K
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-3.35K- 3.0% |
$76.7K - $79K
|
108K
$2.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
18.8K+ 8.18% |
$431K - $443K
|
249K
$5.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.08K- 16.51% |
$116K - $120K
|
25.7K
$601K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.92K- 7.64% |
$43.9K - $45.2K
|
23.2K
$542K
|
|
|
Nov 06, 2025
Q3 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-104- 0.26% |
$2.38K - $2.45K
|
39.9K
$933K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-11.7K- 6.24% |
$267K - $275K
|
175K
$4.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
407+ 1.35% |
$9.32K - $9.6K
|
30.6K
$715K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.09K+ 1.46% |
$70.8K - $72.9K
|
214K
$5.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
7.03K+ 3.96% |
$161K - $166K
|
185K
$4.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.74K+ 3.7% |
$39.8K - $41K
|
48.7K
$1.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
3.19K+ 10.88% |
$73K - $75.1K
|
32.5K
$760K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-13- 0.35% |
$298 - $307
|
3.66K
$85.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.4K- 22.62% |
$560K - $576K
|
83.6K
$1.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-14.3K- 40.27% |
$328K - $337K
|
21.2K
$496K
|
|
|
Nov 06, 2025
Q3 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-100- 0.93% |
$2.29K - $2.36K
|
10.6K
$248K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.49K- 96.57% |
$194K - $200K
|
301
$7.04K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
6.41K+ 11.79% |
$147K - $151K
|
60.7K
$1.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-43- 0.43% |
$985 - $1.01K
|
9.9K
$232K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
34.1KNew |
$782K - $805K
|
34.1K
$799K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
161K+ 4.42% |
$3.7M - $3.8M
|
3.81M
$89.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
6.77K+ 4.52% |
$155K - $160K
|
157K
$3.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
785+ 6.68% |
$18K - $18.5K
|
12.5K
$293K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-66- 0.43% |
$1.51K - $1.56K
|
15.4K
$361K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
130+ 1.48% |
$2.98K - $3.07K
|
8.89K
$208K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.55K+ 15.67% |
$35.6K - $36.6K
|
11.5K
$268K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.69K- 3.87% |
$84.5K - $87K
|
91.7K
$2.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
2.01K+ 4.72% |
$46.1K - $47.4K
|
44.6K
$1.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
80K+ 12.0% |
$1.83M - $1.89M
|
747K
$17.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-112- 16.14% |
$2.56K - $2.64K
|
582
$13.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-247- 0.67% |
$5.66K - $5.82K
|
36.5K
$853K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
682New |
$15.6K - $16.1K
|
682
$16K
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.4K+ 7.92% |
$32K - $33K
|
19K
$446K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 1.24% |
$45.8 - $47.2
|
163
$3.81K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.7K+ 2.4% |
$199K - $205K
|
371K
$8.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
98+ 0.23% |
$2.24K - $2.31K
|
41.8K
$979K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.27K+ 6.67% |
$75K - $77.2K
|
52.3K
$1.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
289+ 3.06% |
$6.62K - $6.81K
|
9.74K
$228K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-9.62K- 8.57% |
$220K - $227K
|
103K
$2.4M
|
|