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 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
56New |
$1.28K - $1.32K
|
56
$1.31K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
52+ 0.32% |
$1.19K - $1.23K
|
16.5K
$387K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
43+ 0.01% |
$985 - $1.01K
|
364K
$8.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
35New |
$802 - $825
|
35
$819
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
32+ 0.26% |
$733 - $755
|
12.4K
$290K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
28+ 5.77% |
$641 - $660
|
513
$12K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
28+ 1.35% |
$641 - $660
|
2.1K
$49.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.16% |
$481 - $495
|
12.9K
$302K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.54% |
$412 - $424
|
3.37K
$78.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
16+ 0.11% |
$366 - $377
|
14.5K
$340K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10+ 0.08% |
$229 - $236
|
11.8K
$277K
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
6+ 0.06% |
$137 - $141
|
10K
$234K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 1.02% |
$115 - $118
|
493
$11.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 1.23% |
$91.6 - $94.3
|
328
$7.68K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 1.11% |
$68.7 - $70.7
|
273
$6.39K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
2+ 0.28% |
$45.8 - $47.2
|
720
$16.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 1.24% |
$45.8 - $47.2
|
163
$3.81K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2New |
$45.8 - $47.2
|
2
$46.8
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
1+ 0.01% |
$22.9 - $23.6
|
10.8K
$254K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1+ 0.35% |
$22.9 - $23.6
|
287
$6.72K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 2.33% |
$22.9 - $23.6
|
44
$1.03K
|
|
| Q2 2025 | |||||||
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
626K+ 6517.71% |
$14.2M - $14.6M
|
636K
$14.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
602KNew |
$13.7M - $14M
|
602K
$14.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
465KNew |
$10.5M - $10.8M
|
465K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
170K+ 1033.41% |
$3.85M - $3.95M
|
186K
$4.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
142K+ 18.02% |
$3.23M - $3.31M
|
932K
$21.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
109KNew |
$2.46M - $2.53M
|
109K
$2.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
75.7KNew |
$1.72M - $1.76M
|
75.7K
$1.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
69.4KNew |
$1.57M - $1.62M
|
69.4K
$1.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
45.4KNew |
$1.03M - $1.06M
|
45.4K
$1.06M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45K+ 338.27% |
$1.02M - $1.05M
|
58.3K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
42.1K+ 5.06% |
$954K - $979K
|
873K
$20.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
28.5KNew |
$646K - $663K
|
28.5K
$666K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
24KNew |
$543K - $558K
|
24K
$561K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
23.9KNew |
$543K - $557K
|
23.9K
$560K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12KNew |
$273K - $280K
|
12K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
10.4KNew |
$237K - $243K
|
10.4K
$244K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10KNew |
$227K - $233K
|
10K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
9.74KNew |
$221K - $227K
|
9.74K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.72KNew |
$198K - $203K
|
8.72K
$204K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
7.84K+ 8.9% |
$178K - $183K
|
96K
$2.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.93K+ 1694.38% |
$157K - $161K
|
7.34K
$172K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
6.1KNew |
$138K - $142K
|
6.1K
$143K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
4.76K+ 4.57% |
$108K - $111K
|
109K
$2.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
3.27KNew |
$74.2K - $76.1K
|
3.27K
$76.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.23K+ 164.84% |
$50.5K - $51.8K
|
3.58K
$83.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.19K+ 18.45% |
$49.7K - $51K
|
14.1K
$329K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.67K+ 14.18% |
$37.9K - $38.9K
|
13.4K
$314K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.2K+ 13.54% |
$27.2K - $27.9K
|
10.1K
$235K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.18K+ 3.89% |
$26.6K - $27.4K
|
31.4K
$735K
|
|