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 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
|
|
|
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
|
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
|
|