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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
257+ 2.14% |
$5.89K - $6.06K
|
12.3K
$287K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
245+ 1.79% |
$5.61K - $5.78K
|
13.9K
$325K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
223+ 2.15% |
$5.11K - $5.26K
|
10.6K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
223+ 0.74% |
$5.11K - $5.26K
|
30.2K
$706K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
222New |
$5.08K - $5.23K
|
222
$5.19K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
206+ 0.75% |
$4.72K - $4.86K
|
27.7K
$649K
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
182+ 0.36% |
$4.17K - $4.29K
|
50.7K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
149+ 0.14% |
$3.41K - $3.51K
|
104K
$2.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
132+ 1.02% |
$3.02K - $3.11K
|
13.1K
$307K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
131+ 0.22% |
$3K - $3.09K
|
59.6K
$1.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
130+ 1.48% |
$2.98K - $3.07K
|
8.89K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
129+ 1.02% |
$2.95K - $3.04K
|
12.8K
$299K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
126+ 1.02% |
$2.89K - $2.97K
|
12.4K
$291K
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
108+ 1.02% |
$2.47K - $2.55K
|
10.7K
$251K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
102+ 0.15% |
$2.34K - $2.41K
|
69.6K
$1.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
98+ 0.23% |
$2.24K - $2.31K
|
41.8K
$979K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
92+ 1.02% |
$2.11K - $2.17K
|
9.14K
$214K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
90+ 1.02% |
$2.06K - $2.12K
|
8.89K
$208K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
87+ 0.24% |
$1.99K - $2.05K
|
35.6K
$834K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
64New |
$1.47K - $1.51K
|
64
$1.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
59+ 0.62% |
$1.35K - $1.39K
|
9.64K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
58+ 1.03% |
$1.33K - $1.37K
|
5.68K
$133K
|
|
|
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 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
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
6+ 0.06% |
$137 - $141
|
10K
$234K
|
|
|
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
|
|