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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
23KNew |
$526K - $542K
|
23K
$538K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
22.6K+ 3.63% |
$518K - $533K
|
646K
$15.1M
|
|
|
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 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19.7K+ 21.93% |
$450K - $464K
|
109K
$2.56M
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
15.3K+ 164.54% |
$349K - $360K
|
24.5K
$574K
|
|
|
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
|
|
|
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 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
12.5K+ 6.97% |
$285K - $294K
|
191K
$4.47M
|
|
|
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
|
|