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 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.37K+ 3.72% |
$54.3K - $55.9K
|
66.1K
$1.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.35K+ 75.47% |
$53.7K - $55.3K
|
5.45K
$128K
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.22K+ 12.81% |
$50.9K - $52.4K
|
19.6K
$458K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.22K+ 11.3% |
$50.7K - $52.2K
|
21.8K
$511K
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.21K+ 3.86% |
$50.7K - $52.2K
|
59.5K
$1.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
2.19K+ 6.38% |
$50.1K - $51.6K
|
36.5K
$853K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.11K+ 4.22% |
$48.3K - $49.7K
|
52K
$1.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
2.01K+ 4.72% |
$46.1K - $47.4K
|
44.6K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.83K+ 4.96% |
$42K - $43.2K
|
38.8K
$909K
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.73K+ 5.8% |
$39.7K - $40.8K
|
31.6K
$739K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 1.03% |
$38.8K - $40K
|
165K
$3.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.55K+ 4.66% |
$35.6K - $36.6K
|
34.9K
$817K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.55K+ 15.67% |
$35.6K - $36.6K
|
11.5K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.55K+ 1.77% |
$35.5K - $36.6K
|
89.4K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 12.63% |
$35.1K - $36.1K
|
13.7K
$320K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.52K+ 2.08% |
$34.8K - $35.9K
|
74.8K
$1.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.48K+ 2.55% |
$33.8K - $34.8K
|
59.4K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
1.47K+ 0.74% |
$33.7K - $34.7K
|
200K
$4.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.47K+ 6.24% |
$33.6K - $34.6K
|
24.9K
$584K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.44K+ 14.9% |
$32.9K - $33.9K
|
11.1K
$259K
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.4K+ 7.92% |
$32K - $33K
|
19K
$446K
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4K+ 4.55% |
$32K - $32.9K
|
32.1K
$750K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 4.13% |
$30.8K - $31.7K
|
33.9K
$793K
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.33K+ 3.43% |
$30.5K - $31.4K
|
40.1K
$938K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.31K+ 9.9% |
$29.9K - $30.8K
|
14.5K
$339K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.31KNew |
$29.9K - $30.8K
|
1.31K
$30.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.29K+ 27.48% |
$29.6K - $30.5K
|
6K
$140K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.29K+ 9.26% |
$29.5K - $30.4K
|
15.2K
$356K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.28KNew |
$29.3K - $30.2K
|
1.28K
$30K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.28K+ 2.2% |
$29.2K - $30.1K
|
59.1K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.26K+ 6.98% |
$28.8K - $29.7K
|
19.3K
$452K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.21K+ 3.41% |
$27.8K - $28.6K
|
36.8K
$861K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.11KNew |
$25.4K - $26.2K
|
1.11K
$26K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.05K+ 868.6% |
$24.1K - $24.8K
|
1.17K
$27.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
978+ 5.14% |
$22.4K - $23.1K
|
20K
$468K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
977+ 0.96% |
$22.4K - $23K
|
102K
$2.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
956+ 0.42% |
$21.9K - $22.5K
|
229K
$5.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
891+ 0.84% |
$20.4K - $21K
|
107K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
837+ 8.25% |
$19.2K - $19.7K
|
11K
$257K
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
832+ 18.44% |
$19.1K - $19.6K
|
5.34K
$125K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
785+ 6.68% |
$18K - $18.5K
|
12.5K
$293K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
745+ 3.78% |
$17.1K - $17.6K
|
20.5K
$479K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
729+ 7.82% |
$16.7K - $17.2K
|
10.1K
$235K
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
724+ 3.79% |
$16.6K - $17.1K
|
19.8K
$464K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
710New |
$16.3K - $16.7K
|
710
$16.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
682New |
$15.6K - $16.1K
|
682
$16K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
665+ 0.73% |
$15.2K - $15.7K
|
91.4K
$2.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
621+ 0.83% |
$14.2K - $14.6K
|
75.9K
$1.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
590+ 121.15% |
$13.5K - $13.9K
|
1.08K
$25.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
530+ 0.88% |
$12.1K - $12.5K
|
61K
$1.43M
|
|