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 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
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.68K- 12.27% |
$38.6K - $39.7K
|
12K
$282K
|
|
|
Nov 05, 2025
Q3 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-966- 4.78% |
$22.1K - $22.8K
|
19.3K
$451K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-29.8K- 33.63% |
$681K - $702K
|
58.7K
$1.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
43+ 0.01% |
$985 - $1.01K
|
364K
$8.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6.14K+ 2.45% |
$141K - $145K
|
257K
$6.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
93.2K+ 38.37% |
$2.13M - $2.2M
|
336K
$7.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-324- 0.7% |
$7.42K - $7.64K
|
45.7K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-31.3K- 44.61% |
$717K - $738K
|
38.9K
$910K
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-107K- 25.48% |
$2.45M - $2.52M
|
313K
$7.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36.2K+ 5.59% |
$828K - $853K
|
683K
$16M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.22K+ 12.81% |
$50.9K - $52.4K
|
19.6K
$458K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.98KNew |
$206K - $212K
|
8.98K
$210K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
1+ 0.01% |
$22.9 - $23.6
|
10.8K
$254K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
35New |
$802 - $825
|
35
$819
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
158K+ 15.54% |
$3.61M - $3.71M
|
1.17M
$27.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
353+ 1.72% |
$8.08K - $8.32K
|
20.9K
$489K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
64KNew |
$1.47M - $1.51M
|
64K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 1.02% |
$115 - $118
|
493
$11.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
4.88K+ 3.45% |
$112K - $115K
|
146K
$3.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
24.5K+ 12.85% |
$561K - $578K
|
215K
$5.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-86- 47.78% |
$1.97K - $2.03K
|
94
$2.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
223K+ 56472.66% |
$5.11M - $5.26M
|
223K
$5.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-639- 0.43% |
$14.6K - $15.1K
|
148K
$3.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.76K- 2.11% |
$224K - $230K
|
453K
$10.6M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$244K - $251K
|
10.6K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-678K- 16.95% |
$15.5M - $16M
|
3.32M
$77.8M
|
|