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 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
38K+ 117.61% |
$871K - $897K
|
70.4K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-1.51K- 9.12% |
$34.7K - $35.7K
|
15.1K
$353K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
133KNew |
$3.05M - $3.14M
|
133K
$3.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
52+ 0.32% |
$1.19K - $1.23K
|
16.5K
$387K
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
4.11K+ 5.09% |
$94.1K - $96.9K
|
84.8K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.74K+ 4.85% |
$62.7K - $64.6K
|
59.2K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.11K+ 4.22% |
$48.3K - $49.7K
|
52K
$1.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
33.2K+ 34.84% |
$760K - $782K
|
128K
$3M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
8.4K+ 15.79% |
$192K - $198K
|
61.6K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-695- 14.12% |
$15.9K - $16.4K
|
4.23K
$98.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45.4K+ 7.79% |
$1.04M - $1.07M
|
629K
$14.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-192- 2.16% |
$4.4K - $4.53K
|
8.7K
$204K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-1.23K- 5.5% |
$28.2K - $29K
|
21.1K
$495K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-445- 77.39% |
$10.2K - $10.5K
|
130
$3.04K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.8KNew |
$269K - $277K
|
11.8K
$275K
|
|
|
Oct 21, 2025
Q3 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-1.35K- 2.38% |
$30.9K - $31.8K
|
55.4K
$1.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-115- 0.59% |
$2.63K - $2.71K
|
19.4K
$453K
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
12.5K+ 6.97% |
$285K - $294K
|
191K
$4.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.24K+ 14.4% |
$143K - $147K
|
49.6K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
421+ 3.34% |
$9.64K - $9.93K
|
13K
$304K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
245+ 1.79% |
$5.61K - $5.78K
|
13.9K
$325K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
44.7K+ 3.82% |
$1.02M - $1.05M
|
1.22M
$28.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.1K- 3.41% |
$345K - $355K
|
426K
$9.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
9.12K+ 6.03% |
$209K - $215K
|
160K
$3.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-318- 4.7% |
$7.28K - $7.5K
|
6.45K
$151K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.97K+ 5.23% |
$160K - $164K
|
140K
$3.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
13.5K+ 2.7% |
$308K - $317K
|
511K
$12M
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5.32K- 1.86% |
$122K - $126K
|
282K
$6.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-159- 0.58% |
$3.64K - $3.75K
|
27.1K
$634K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
206+ 0.75% |
$4.72K - $4.86K
|
27.7K
$649K
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
108+ 1.02% |
$2.47K - $2.55K
|
10.7K
$251K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
7.02K+ 8.6% |
$161K - $166K
|
88.6K
$2.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-373K- 52.62% |
$8.54M - $8.79M
|
336K
$7.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.26K+ 6.98% |
$28.8K - $29.7K
|
19.3K
$452K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12.3K+ 1.89% |
$282K - $290K
|
662K
$15.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.94K- 13.32% |
$44.5K - $45.8K
|
12.7K
$296K
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.93K- 4.4% |
$67.1K - $69.1K
|
63.7K
$1.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-35.4K- 70.4% |
$810K - $834K
|
14.9K
$348K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.53K- 2.7% |
$195K - $201K
|
307K
$7.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-61- 3.97% |
$1.4K - $1.44K
|
1.47K
$34.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
310+ 1.88% |
$7.1K - $7.31K
|
16.8K
$393K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-2.81K- 22.92% |
$64.3K - $66.2K
|
9.44K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
257+ 2.14% |
$5.89K - $6.06K
|
12.3K
$287K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-4- 0.02% |
$91.6 - $94.3
|
19.2K
$449K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
39.7K+ 13.71% |
$909K - $936K
|
329K
$7.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
33.4K+ 3.09% |
$765K - $788K
|
1.12M
$26.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2New |
$45.8 - $47.2
|
2
$46.8
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-4.62K- 10.95% |
$106K - $109K
|
37.6K
$880K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22.7K+ 5.27% |
$520K - $536K
|
454K
$10.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 1.03% |
$38.8K - $40K
|
165K
$3.87M
|
|