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 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
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.22K+ 12.81% |
$50.9K - $52.4K
|
19.6K
$458K
|
|
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
2.01K+ 4.72% |
$46.1K - $47.4K
|
44.6K
$1.04M
|
|
|
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
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.44K+ 14.9% |
$32.9K - $33.9K
|
11.1K
$259K
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4K+ 4.55% |
$32K - $32.9K
|
32.1K
$750K
|
|
|
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
|
|
|
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 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
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
517New |
$11.8K - $12.2K
|
517
$12.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
505+ 0.12% |
$11.6K - $11.9K
|
430K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
456+ 4.46% |
$10.4K - $10.8K
|
10.7K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
455+ 1.22% |
$10.4K - $10.7K
|
37.7K
$883K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
425+ 1.25% |
$9.73K - $10K
|
34.4K
$804K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
421+ 3.34% |
$9.64K - $9.93K
|
13K
$304K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
407+ 1.35% |
$9.32K - $9.6K
|
30.6K
$715K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
406+ 1.75% |
$9.3K - $9.57K
|
23.6K
$553K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
400+ 3.78% |
$9.16K - $9.43K
|
11K
$257K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
398+ 2.42% |
$9.11K - $9.38K
|
16.9K
$395K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
367+ 2.2% |
$8.4K - $8.65K
|
17K
$398K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
358+ 3.22% |
$8.2K - $8.44K
|
11.5K
$268K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
353+ 1.72% |
$8.08K - $8.32K
|
20.9K
$489K
|
|