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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.02K+ 0.58% |
$23.2K - $23.8K
|
177K
$4.15M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
751+ 2.35% |
$17K - $17.5K
|
32.8K
$767K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
328+ 23.7% |
$7.44K - $7.64K
|
1.71K
$40.1K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
268+ 2.03% |
$6.08K - $6.24K
|
13.5K
$316K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
267New |
$6.06K - $6.22K
|
267
$6.25K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
229+ 1.02% |
$5.19K - $5.33K
|
22.6K
$528K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
228+ 1.03% |
$5.17K - $5.31K
|
22.5K
$525K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
219New |
$4.97K - $5.1K
|
219
$5.12K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
208+ 2.19% |
$4.72K - $4.84K
|
9.72K
$228K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
180+ 2.04% |
$4.08K - $4.19K
|
9.02K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
143New |
$3.24K - $3.33K
|
143
$3.35K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
128New |
$2.9K - $2.98K
|
128
$3K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
124+ 0.15% |
$2.81K - $2.89K
|
82.5K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
102New |
$2.31K - $2.37K
|
102
$2.39K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
89+ 1.02% |
$2.02K - $2.07K
|
8.83K
$207K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
52New |
$1.18K - $1.21K
|
52
$1.22K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32New |
$726 - $745
|
32
$749
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4New |
$90.7 - $93.1
|
4
$93.6
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 0.73% |
$90.7 - $93.1
|
551
$12.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 1.05% |
$68 - $69.8
|
290
$6.79K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 4.26% |
$45.4 - $46.6
|
49
$1.15K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.04% |
$45.4 - $46.6
|
5.24K
$123K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.09M+ 1165.57% |
$47M - $48.7M
|
2.27M
$53.2M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
434KNew |
$9.75M - $10.1M
|
434K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
55.3KNew |
$1.24M - $1.29M
|
55.3K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
55KNew |
$1.24M - $1.28M
|
55K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
54KNew |
$1.21M - $1.26M
|
54K
$1.26M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
33.7K+ 144.59% |
$757K - $784K
|
57K
$1.33M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
30.8KNew |
$691K - $716K
|
30.8K
$720K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18.4KNew |
$413K - $427K
|
18.4K
$430K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.1K+ 27.69% |
$271K - $280K
|
55.6K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
10.8KNew |
$242K - $250K
|
10.8K
$252K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
10KNew |
$225K - $233K
|
10K
$234K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
9.71K+ 21.83% |
$218K - $226K
|
54.2K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
9.65KNew |
$217K - $225K
|
9.65K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.24KNew |
$208K - $215K
|
9.24K
$216K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
9.21KNew |
$207K - $214K
|
9.21K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.95K+ 46.91% |
$156K - $162K
|
21.8K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.95K+ 15.88% |
$43.8K - $45.3K
|
14.2K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.5K+ 750.0% |
$33.7K - $34.9K
|
1.7K
$39.8K
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
1.29K+ 0.71% |
$29K - $30.1K
|
183K
$4.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.05K+ 8.43% |
$23.5K - $24.3K
|
13.4K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.04KNew |
$23.2K - $24.1K
|
1.04K
$24.2K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
840New |
$18.9K - $19.5K
|
840
$19.7K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
700New |
$15.7K - $16.3K
|
700
$16.4K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
524New |
$11.8K - $12.2K
|
524
$12.3K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
462New |
$10.4K - $10.7K
|
462
$10.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
376New |
$8.44K - $8.75K
|
376
$8.8K
|
|