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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43K+ 12.27% |
$986K - $1.01M
|
394K
$9.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
43K+ 119.43% |
$984K - $1.01M
|
78.9K
$1.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
39.7K+ 13.71% |
$909K - $936K
|
329K
$7.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
38.7K+ 10.7% |
$887K - $913K
|
401K
$9.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
38K+ 117.61% |
$871K - $897K
|
70.4K
$1.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
37.8K+ 10.24% |
$866K - $892K
|
407K
$9.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.6KNew |
$838K - $863K
|
36.6K
$856K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
36.6K+ 22.42% |
$837K - $862K
|
200K
$4.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
36.4KNew |
$834K - $859K
|
36.4K
$852K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
36.4KNew |
$834K - $859K
|
36.4K
$852K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36.2K+ 5.59% |
$828K - $853K
|
683K
$16M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
36K+ 3.5% |
$825K - $849K
|
1.06M
$24.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
36K+ 3.5% |
$825K - $849K
|
1.06M
$24.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
35.5K+ 289.74% |
$814K - $838K
|
47.8K
$1.12M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
34.6KNew |
$793K - $817K
|
34.6K
$811K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
34.1KNew |
$782K - $805K
|
34.1K
$799K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
33.4K+ 3.09% |
$765K - $788K
|
1.12M
$26.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
33.2K+ 34.84% |
$760K - $782K
|
128K
$3M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
32.8K+ 12.37% |
$752K - $774K
|
298K
$6.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
32.8K+ 2.75% |
$751K - $773K
|
1.22M
$28.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
31.3K+ 11.92% |
$717K - $738K
|
294K
$6.88M
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
28.5K+ 2.33% |
$652K - $671K
|
1.25M
$29.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
28.3K+ 3.91% |
$649K - $668K
|
753K
$17.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
26.5K+ 3.96% |
$606K - $624K
|
695K
$16.3M
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
26.2KNew |
$599K - $617K
|
26.2K
$612K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
26.1K+ 13.33% |
$599K - $617K
|
222K
$5.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25.8K+ 1.86% |
$590K - $608K
|
1.41M
$33.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
24.5K+ 12.85% |
$561K - $578K
|
215K
$5.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
23.7K+ 5.09% |
$542K - $558K
|
488K
$11.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
23.1K+ 7.37% |
$529K - $545K
|
337K
$7.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
23KNew |
$526K - $542K
|
23K
$538K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22.7K+ 5.27% |
$520K - $536K
|
454K
$10.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
22.6K+ 3.63% |
$518K - $533K
|
646K
$15.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
22.5KNew |
$515K - $530K
|
22.5K
$526K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
21.3KNew |
$487K - $501K
|
21.3K
$497K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
21KNew |
$481K - $496K
|
21K
$492K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
21KNew |
$480K - $494K
|
21K
$491K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
20.7KNew |
$474K - $488K
|
20.7K
$484K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19.7K+ 21.93% |
$450K - $464K
|
109K
$2.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.7K+ 1.35% |
$450K - $463K
|
1.48M
$34.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.5K+ 5.97% |
$447K - $460K
|
347K
$8.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
18.8K+ 8.18% |
$431K - $443K
|
249K
$5.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
18.6K+ 16.53% |
$425K - $438K
|
131K
$3.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18.3K+ 3.82% |
$419K - $431K
|
498K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
17.7K+ 13.12% |
$404K - $416K
|
152K
$3.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
17.2K+ 92.2% |
$393K - $404K
|
35.8K
$837K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.7K+ 19.38% |
$382K - $394K
|
103K
$2.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
16.7KNew |
$382K - $393K
|
16.7K
$390K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
16.6K+ 41.31% |
$380K - $391K
|
56.8K
$1.33M
|
|