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
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
9.74K+ 10.48% |
$223K - $230K
|
103K
$2.4M
|
|
|
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
|
|
|
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
|
|
|
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 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
|
|
|
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
|
|
|
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
|
|
|
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 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4.2K+ 7.64% |
$96.3K - $99.1K
|
59.3K
$1.39M
|
|
|
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 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
|
|
|
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
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.37K+ 3.72% |
$54.3K - $55.9K
|
66.1K
$1.55M
|
|