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 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
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-635- 1.56% |
$14.5K - $15K
|
40.2K
$940K
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
22.5KNew |
$515K - $530K
|
22.5K
$526K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.86K- 6.38% |
$134K - $138K
|
86K
$2.01M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
61.5K+ 8.27% |
$1.41M - $1.45M
|
805K
$18.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.89K+ 31.89% |
$158K - $162K
|
28.5K
$666K
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.61K+ 11.99% |
$174K - $179K
|
71.1K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.39K+ 4.15% |
$54.7K - $56.4K
|
59.9K
$1.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.98K- 1.42% |
$45.3K - $46.7K
|
137K
$3.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
37.8K+ 10.24% |
$866K - $892K
|
407K
$9.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 1.11% |
$68.7 - $70.7
|
273
$6.39K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.01K+ 6.41% |
$183K - $189K
|
133K
$3.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
SELL
|
- |
-306- 1.8% |
$7.01K - $7.22K
|
16.7K
$390K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.28KNew |
$29.3K - $30.2K
|
1.28K
$30K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
75.4K+ 5.82% |
$1.73M - $1.78M
|
1.37M
$32M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
43K+ 119.43% |
$984K - $1.01M
|
78.9K
$1.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11.6K+ 13.62% |
$265K - $273K
|
96.7K
$2.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
745+ 3.78% |
$17.1K - $17.6K
|
20.5K
$479K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-410- 0.78% |
$9.39K - $9.67K
|
52.1K
$1.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-298- 2.77% |
$6.82K - $7.03K
|
10.5K
$245K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.44K+ 14.9% |
$32.9K - $33.9K
|
11.1K
$259K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
5.19K+ 7.99% |
$119K - $122K
|
70.2K
$1.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1+ 0.35% |
$22.9 - $23.6
|
287
$6.72K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
340+ 0.15% |
$7.79K - $8.02K
|
231K
$5.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
6.53K+ 10.21% |
$150K - $154K
|
70.5K
$1.65M
|
|