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 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
|
|
|
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
|
|
|
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 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
|
|
|
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 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 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
|
|
|
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
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
36.4KNew |
$834K - $859K
|
36.4K
$852K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
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
|
|
|
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 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
|
|