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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.31K+ 9.9% |
$29.9K - $30.8K
|
14.5K
$339K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
195K+ 2.79% |
$4.47M - $4.6M
|
7.18M
$168M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
110KNew |
$2.53M - $2.6M
|
110K
$2.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.11K+ 1.19% |
$186K - $191K
|
689K
$16.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.47K+ 6.24% |
$33.6K - $34.6K
|
24.9K
$584K
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-1.17K- 0.25% |
$26.7K - $27.5K
|
468K
$11M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
44.9KNew |
$1.03M - $1.06M
|
44.9K
$1.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
44.9KNew |
$1.03M - $1.06M
|
44.9K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19.7K+ 21.93% |
$450K - $464K
|
109K
$2.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4.27K+ 4.33% |
$97.7K - $101K
|
103K
$2.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
80.8K+ 333.75% |
$1.85M - $1.91M
|
105K
$2.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
90+ 1.02% |
$2.06K - $2.12K
|
8.89K
$208K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.29K+ 7.84% |
$121K - $125K
|
72.9K
$1.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-280- 0.44% |
$6.41K - $6.6K
|
64K
$1.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.4K- 26.37% |
$719K - $741K
|
87.7K
$2.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.87K+ 8.19% |
$65.7K - $67.6K
|
37.9K
$886K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.93K- 3.32% |
$44.1K - $45.4K
|
56.2K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.48K+ 2.55% |
$33.8K - $34.8K
|
59.4K
$1.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-106- 0.42% |
$2.43K - $2.5K
|
25K
$586K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
2.19K+ 6.38% |
$50.1K - $51.6K
|
36.5K
$853K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
222New |
$5.08K - $5.23K
|
222
$5.19K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
SELL
|
- |
-22- 0.24% |
$504 - $519
|
9.22K
$216K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
50.9K+ 1.42% |
$1.17M - $1.2M
|
3.63M
$84.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.18K- 2.04% |
$27K - $27.8K
|
56.8K
$1.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.06K+ 6.75% |
$70.1K - $72.2K
|
48.4K
$1.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
64New |
$1.47K - $1.51K
|
64
$1.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-970- 9.31% |
$22.2K - $22.9K
|
9.45K
$221K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
72.5K+ 4.24% |
$1.66M - $1.71M
|
1.78M
$41.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-31- 0.02% |
$710 - $731
|
140K
$3.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.16% |
$481 - $495
|
12.9K
$302K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.7K+ 34.7% |
$267K - $275K
|
45.3K
$1.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.16K- 3.71% |
$49.4K - $50.8K
|
55.9K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
36K+ 3.5% |
$825K - $849K
|
1.06M
$24.9M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-14.1K- 96.23% |
$323K - $332K
|
552
$12.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.79K+ 8.68% |
$133K - $136K
|
72.5K
$1.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.7K+ 19.38% |
$382K - $394K
|
103K
$2.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9.79KNew |
$224K - $231K
|
9.79K
$229K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-131- 0.17% |
$3K - $3.09K
|
76.1K
$1.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-18.6K- 5.48% |
$426K - $439K
|
321K
$7.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
102+ 0.15% |
$2.34K - $2.41K
|
69.6K
$1.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.6KNew |
$838K - $863K
|
36.6K
$856K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-3.29K- 1.76% |
$75.3K - $77.6K
|
184K
$4.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
56.6K+ 4.91% |
$1.3M - $1.34M
|
1.21M
$28.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.22K- 3.47% |
$28K - $28.9K
|
34.1K
$798K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.83K+ 3.92% |
$87.6K - $90.2K
|
101K
$2.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
21KNew |
$480K - $494K
|
21K
$491K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.33K- 0.93% |
$53.3K - $54.9K
|
249K
$5.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.11KNew |
$25.4K - $26.2K
|
1.11K
$26K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
340+ 0.93% |
$7.79K - $8.02K
|
36.9K
$863K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.16KNew |
$210K - $216K
|
9.16K
$214K
|
|