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 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.7K+ 2.4% |
$199K - $205K
|
371K
$8.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
8.64KNew |
$198K - $204K
|
8.64K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
8.4K+ 15.79% |
$192K - $198K
|
61.6K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.11K+ 1.19% |
$186K - $191K
|
689K
$16.1M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
8.04K+ 6.7% |
$184K - $190K
|
128K
$3M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.01K+ 6.41% |
$183K - $189K
|
133K
$3.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.61K+ 11.99% |
$174K - $179K
|
71.1K
$1.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
7.03K+ 3.96% |
$161K - $166K
|
185K
$4.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
7.02K+ 8.6% |
$161K - $166K
|
88.6K
$2.07M
|
|
|
Dec 18, 2025
Q3 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
6.99K+ 8.64% |
$160K - $165K
|
87.9K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.97K+ 5.23% |
$160K - $164K
|
140K
$3.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.89K+ 31.89% |
$158K - $162K
|
28.5K
$666K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
6.77K+ 4.52% |
$155K - $160K
|
157K
$3.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
6.53K+ 10.21% |
$150K - $154K
|
70.5K
$1.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
6.41K+ 11.79% |
$147K - $151K
|
60.7K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.32K+ 14.22% |
$145K - $149K
|
50.8K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.24K+ 14.4% |
$143K - $147K
|
49.6K
$1.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6.14K+ 2.45% |
$141K - $145K
|
257K
$6.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.79K+ 8.68% |
$133K - $136K
|
72.5K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.74K+ 1.48% |
$131K - $135K
|
395K
$9.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.61K+ 10.89% |
$129K - $132K
|
57.1K
$1.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.29K+ 7.84% |
$121K - $125K
|
72.9K
$1.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
5.19K+ 7.99% |
$119K - $122K
|
70.2K
$1.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
5.06K+ 1.81% |
$116K - $119K
|
284K
$6.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
4.99K+ 2.73% |
$114K - $118K
|
188K
$4.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
4.88K+ 3.45% |
$112K - $115K
|
146K
$3.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
4.72K+ 1.88% |
$108K - $111K
|
256K
$5.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4.33K+ 5.79% |
$99K - $102K
|
79K
$1.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4.27K+ 4.33% |
$97.7K - $101K
|
103K
$2.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4.2K+ 7.64% |
$96.3K - $99.1K
|
59.3K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
4.11K+ 5.09% |
$94.1K - $96.9K
|
84.8K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
4.06K+ 3.99% |
$93K - $95.8K
|
106K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.04K+ 14.75% |
$92.6K - $95.3K
|
31.5K
$736K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
3.96K+ 4.68% |
$90.6K - $93.3K
|
88.6K
$2.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.83K+ 3.92% |
$87.6K - $90.2K
|
101K
$2.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.8K+ 16.5% |
$87.1K - $89.7K
|
26.9K
$628K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.53K+ 4.53% |
$80.8K - $83.2K
|
81.4K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
3.31K+ 3.6% |
$75.8K - $78K
|
95.1K
$2.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.27K+ 6.67% |
$75K - $77.2K
|
52.3K
$1.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
3.19K+ 10.88% |
$73K - $75.1K
|
32.5K
$760K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.09K+ 1.46% |
$70.8K - $72.9K
|
214K
$5.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.06K+ 6.75% |
$70.1K - $72.2K
|
48.4K
$1.13M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.04K+ 101400.0% |
$69.7K - $71.7K
|
3.05K
$71.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.01KNew |
$68.8K - $70.9K
|
3.01K
$70.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.87K+ 8.19% |
$65.7K - $67.6K
|
37.9K
$886K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.8K+ 0.61% |
$64K - $65.9K
|
461K
$10.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.74K+ 4.85% |
$62.7K - $64.6K
|
59.2K
$1.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.71K+ 5.36% |
$62.1K - $63.9K
|
53.3K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.71K+ 5.29% |
$62K - $63.8K
|
53.8K
$1.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.39K+ 4.15% |
$54.7K - $56.4K
|
59.9K
$1.4M
|
|