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 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-4.97K- 5.14% |
$114K - $117K
|
91.8K
$2.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.61K- 7.85% |
$36.8K - $37.9K
|
18.9K
$442K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
26.1K+ 13.33% |
$599K - $617K
|
222K
$5.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14.3K+ 8.24% |
$328K - $338K
|
188K
$4.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
18.6K+ 16.53% |
$425K - $438K
|
131K
$3.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-71.1K- 76.01% |
$1.63M - $1.68M
|
22.4K
$525K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
16+ 0.11% |
$366 - $377
|
14.5K
$340K
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
4.99K+ 2.73% |
$114K - $118K
|
188K
$4.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.13K- 5.8% |
$25.9K - $26.7K
|
18.4K
$430K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-599- 0.81% |
$13.7K - $14.1K
|
73K
$1.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.83K+ 4.96% |
$42K - $43.2K
|
38.8K
$909K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-4.41K- 3.0% |
$101K - $104K
|
142K
$3.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
4.72K+ 1.88% |
$108K - $111K
|
256K
$5.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18.3K+ 3.82% |
$419K - $431K
|
498K
$11.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.49K- 5.46% |
$79.9K - $82.3K
|
60.4K
$1.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
729+ 7.82% |
$16.7K - $17.2K
|
10.1K
$235K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 1.23% |
$91.6 - $94.3
|
328
$7.68K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.55K- 0.78% |
$35.4K - $36.5K
|
197K
$4.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.1KNew |
$208K - $215K
|
9.1K
$213K
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
356K+ 41.84% |
$8.15M - $8.39M
|
1.21M
$28.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
22.6K+ 3.63% |
$518K - $533K
|
646K
$15.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.22K- 7.72% |
$28K - $28.8K
|
14.6K
$342K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
38.7K+ 10.7% |
$887K - $913K
|
401K
$9.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
36K+ 3.5% |
$825K - $849K
|
1.06M
$24.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
485+ 3.25% |
$11.1K - $11.4K
|
15.4K
$360K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-3.51K- 6.86% |
$80.4K - $82.7K
|
47.7K
$1.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.31K- 15.45% |
$98.8K - $102K
|
23.6K
$552K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.8K+ 16.5% |
$87.1K - $89.7K
|
26.9K
$628K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.59K- 7.67% |
$59.2K - $61K
|
31.1K
$729K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
131+ 0.22% |
$3K - $3.09K
|
59.6K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.7K- 4.25% |
$268K - $276K
|
264K
$6.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 1.92% |
$40.8K - $42K
|
90.9K
$2.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.73K- 7.39% |
$108K - $112K
|
59.3K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
182+ 3.29% |
$4.17K - $4.29K
|
5.71K
$134K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
36.6K+ 22.42% |
$837K - $862K
|
200K
$4.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.03K- 27.36% |
$161K - $166K
|
18.7K
$436K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.14K- 0.76% |
$49.1K - $50.5K
|
279K
$6.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10K+ 45.89% |
$230K - $237K
|
31.9K
$747K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-14- 33.33% |
$321 - $330
|
28
$655
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.21K+ 3.86% |
$50.7K - $52.2K
|
59.5K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-492- 15.64% |
$11.3K - $11.6K
|
2.65K
$62.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-2.87K- 9.82% |
$65.8K - $67.7K
|
26.4K
$617K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-777- 0.69% |
$17.8K - $18.3K
|
111K
$2.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
324+ 0.52% |
$7.42K - $7.64K
|
62.6K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 8.31% |
$325K - $335K
|
157K
$3.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
126K+ 10.73% |
$2.89M - $2.97M
|
1.3M
$30.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-13.5K- 2.81% |
$308K - $317K
|
465K
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4.2K+ 7.64% |
$96.3K - $99.1K
|
59.3K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
517New |
$11.8K - $12.2K
|
517
$12.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 4.26% |
$26.1K - $26.8K
|
25.6K
$599K
|
|