Latest Institutional Purchases of Schwab Us Aggregate Bond ETF (SCHZ)
This list provides information on the latest institutional transactions involving Schwab Us Aggregate Bond ETF (SCHZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.15MNew |
$26.4M - $27.2M
|
1.15M
$27M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
977K+ 147.55% |
$22.4M - $23M
|
1.64M
$38.4M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
935K+ 209215.88% |
$21.4M - $22.1M
|
936K
$21.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
775KNew |
$17.7M - $18.3M
|
775K
$18.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
775KNew |
$17.7M - $18.3M
|
775K
$18.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
596K+ 128.34% |
$13.6M - $14M
|
1.06M
$24.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
576K+ 7.8% |
$13.2M - $13.6M
|
7.96M
$186M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
525K+ 10.7% |
$12M - $12.4M
|
5.43M
$127M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
371K+ 2772.18% |
$8.49M - $8.75M
|
384K
$8.99M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
360K+ 6.44% |
$8.24M - $8.48M
|
5.95M
$139M
|
|
|
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 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
355KNew |
$8.14M - $8.38M
|
355K
$8.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
330K+ 8.67% |
$7.56M - $7.79M
|
4.14M
$96.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
225K+ 384.78% |
$5.16M - $5.32M
|
284K
$6.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
223K+ 56472.66% |
$5.11M - $5.26M
|
223K
$5.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
217KNew |
$4.97M - $5.12M
|
217K
$5.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
195K+ 2.79% |
$4.47M - $4.6M
|
7.18M
$168M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
180K+ 26.37% |
$4.12M - $4.25M
|
863K
$20.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
169K+ 7.61% |
$3.88M - $4M
|
2.4M
$56.1M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
161K+ 4.42% |
$3.7M - $3.8M
|
3.81M
$89.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
158K+ 15.54% |
$3.61M - $3.71M
|
1.17M
$27.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
149KNew |
$3.41M - $3.51M
|
149K
$3.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
148K+ 342.49% |
$3.38M - $3.48M
|
191K
$4.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
133KNew |
$3.05M - $3.14M
|
133K
$3.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
126K+ 10.73% |
$2.89M - $2.97M
|
1.3M
$30.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
118K+ 5.54% |
$2.69M - $2.77M
|
2.24M
$52.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
114K+ 19.26% |
$2.6M - $2.68M
|
703K
$16.5M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
110KNew |
$2.53M - $2.6M
|
110K
$2.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
109K+ 4.17% |
$2.49M - $2.57M
|
2.72M
$63.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
107K+ 346.82% |
$2.46M - $2.53M
|
138K
$3.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
103KNew |
$2.35M - $2.42M
|
103K
$2.4M
|
|
|
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 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
87.4KNew |
$2M - $2.06M
|
87.4K
$2.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
80.8K+ 333.75% |
$1.85M - $1.91M
|
105K
$2.46M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
80.2K+ 10.56% |
$1.84M - $1.89M
|
840K
$19.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
80K+ 12.0% |
$1.83M - $1.89M
|
747K
$17.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
75.4K+ 5.82% |
$1.73M - $1.78M
|
1.37M
$32M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
72.5K+ 4.24% |
$1.66M - $1.71M
|
1.78M
$41.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
64KNew |
$1.47M - $1.51M
|
64K
$1.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
63.2K+ 6.81% |
$1.45M - $1.49M
|
992K
$23.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
63.1K+ 35.64% |
$1.45M - $1.49M
|
240K
$5.62M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
61.5K+ 8.27% |
$1.41M - $1.45M
|
805K
$18.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
61.2K+ 196.26% |
$1.4M - $1.44M
|
92.4K
$2.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
56.6K+ 4.91% |
$1.3M - $1.34M
|
1.21M
$28.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
51.5K+ 4.21% |
$1.18M - $1.21M
|
1.27M
$29.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
50.9K+ 1.42% |
$1.17M - $1.2M
|
3.63M
$84.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
46K+ 17.99% |
$1.05M - $1.08M
|
302K
$7.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45.4K+ 7.79% |
$1.04M - $1.07M
|
629K
$14.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
44.9KNew |
$1.03M - $1.06M
|
44.9K
$1.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
44.9KNew |
$1.03M - $1.06M
|
44.9K
$1.05M
|
|