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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
321K+ 8.85% |
$7.51M - $7.62M
|
3.95M
$92.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
268K+ 4.51% |
$6.27M - $6.36M
|
6.22M
$145M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
140K+ 10.76% |
$3.27M - $3.32M
|
1.44M
$33.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
30.7K+ 9.87% |
$718K - $728K
|
342K
$8M
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
29.8K+ 8.39% |
$697K - $707K
|
385K
$9.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
23.1KNew |
$540K - $547K
|
23.1K
$540K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20.1K+ 6.71% |
$470K - $477K
|
320K
$7.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20K+ 21.67% |
$468K - $475K
|
112K
$2.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
19K+ 11.86% |
$444K - $451K
|
179K
$4.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
17.8K+ 3.6% |
$417K - $423K
|
513K
$12M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.8K+ 6.39% |
$394K - $399K
|
281K
$6.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13.5K+ 13.12% |
$315K - $319K
|
116K
$2.72M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11.2K+ 23.21% |
$262K - $266K
|
59.6K
$1.39M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.7KNew |
$250K - $254K
|
10.7K
$251K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
9.28K+ 19.32% |
$217K - $220K
|
57.3K
$1.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.59K+ 1.41% |
$131K - $133K
|
402K
$9.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.13K+ 1.3% |
$120K - $122K
|
399K
$9.33M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
3.64K+ 7.47% |
$85.1K - $86.3K
|
52.4K
$1.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.17K+ 4.19% |
$50.7K - $51.4K
|
53.9K
$1.26M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
2.04K+ 2.31% |
$47.7K - $48.4K
|
90.7K
$2.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.12K+ 0.09% |
$26.1K - $26.5K
|
1.25M
$29.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.08K+ 2.0% |
$25.2K - $25.5K
|
54.9K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
570+ 3.8% |
$13.3K - $13.5K
|
15.6K
$365K
|
|
|
Jan 12, 2026
Q4 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
406+ 3.36% |
$9.49K - $9.62K
|
12.5K
$293K
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
270+ 59.34% |
$6.31K - $6.4K
|
725
$17K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
66+ 0.33% |
$1.54K - $1.56K
|
19.9K
$466K
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
BUY
|
- |
24+ 0.07% |
$561 - $569
|
35.9K
$840K
|
|
| Q3 2025 | |||||||
|
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 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
356K+ 41.84% |
$8.15M - $8.39M
|
1.21M
$28.2M
|
|
|
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
|
|
|
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 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
|
|