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 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
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
15.3K+ 164.54% |
$349K - $360K
|
24.5K
$574K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
14.9K+ 8.38% |
$340K - $350K
|
192K
$4.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
14.8K+ 4.99% |
$339K - $349K
|
311K
$7.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
14.7K+ 4.55% |
$337K - $347K
|
339K
$7.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14.3K+ 8.24% |
$328K - $338K
|
188K
$4.4M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
13.6KNew |
$312K - $321K
|
13.6K
$319K
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
13.5K+ 15.77% |
$310K - $319K
|
99.4K
$2.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
13.5K+ 2.7% |
$308K - $317K
|
511K
$12M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 1.36% |
$308K - $317K
|
1M
$23.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
13.3K+ 17.9% |
$305K - $314K
|
87.6K
$2.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.2K+ 3.48% |
$303K - $312K
|
394K
$9.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
13.2K+ 62.26% |
$302K - $311K
|
34.4K
$806K
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
13.1K+ 10.55% |
$299K - $308K
|
137K
$3.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13K+ 6.92% |
$298K - $307K
|
201K
$4.71M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
12.5K+ 2.58% |
$286K - $294K
|
496K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
12.5K+ 6.97% |
$285K - $294K
|
191K
$4.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.3K+ 23.2% |
$282K - $290K
|
65.4K
$1.53M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12.3K+ 1.89% |
$282K - $290K
|
662K
$15.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
12.3KNew |
$281K - $289K
|
12.3K
$287K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.3K+ 12.35% |
$281K - $289K
|
111K
$2.61M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
12.2KNew |
$279K - $287K
|
12.2K
$285K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.8KNew |
$269K - $277K
|
11.8K
$275K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.7K+ 34.7% |
$267K - $275K
|
45.3K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11.6K+ 13.62% |
$265K - $273K
|
96.7K
$2.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$265K - $272K
|
11.6K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
11.4K+ 266.03% |
$261K - $269K
|
15.7K
$367K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11K+ 13.93% |
$251K - $259K
|
89.8K
$2.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
10.9KNew |
$249K - $257K
|
10.9K
$255K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.7K+ 8.67% |
$246K - $253K
|
134K
$3.14M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$244K - $251K
|
10.6K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 14.17% |
$237K - $244K
|
83.5K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10K+ 45.89% |
$230K - $237K
|
31.9K
$747K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
9.9K+ 19.22% |
$227K - $233K
|
61.4K
$1.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9.79KNew |
$224K - $231K
|
9.79K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
9.74K+ 10.48% |
$223K - $230K
|
103K
$2.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
9.6K+ 7.74% |
$220K - $226K
|
134K
$3.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
9.57K+ 1.64% |
$219K - $226K
|
593K
$13.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
9.49K+ 9.74% |
$217K - $224K
|
107K
$2.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.41K+ 7.31% |
$215K - $222K
|
138K
$3.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.16KNew |
$210K - $216K
|
9.16K
$214K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
9.12K+ 6.03% |
$209K - $215K
|
160K
$3.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.12K+ 14.21% |
$209K - $215K
|
73.3K
$1.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.1KNew |
$208K - $215K
|
9.1K
$213K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.98KNew |
$206K - $212K
|
8.98K
$210K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.88KNew |
$203K - $209K
|
8.88K
$208K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.86K+ 2.15% |
$203K - $209K
|
422K
$9.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
8.78K+ 4.67% |
$201K - $207K
|
197K
$4.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
8.73K+ 10.9% |
$200K - $206K
|
88.8K
$2.08M
|
|