Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.22M- 16.42% |
$28M - $28.9M
|
6.23M
$146M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-678K- 16.95% |
$15.5M - $16M
|
3.32M
$77.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-661K- 48.89% |
$15.1M - $15.6M
|
691K
$16.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-373K- 52.62% |
$8.54M - $8.79M
|
336K
$7.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-330K- 9.04% |
$7.56M - $7.78M
|
3.32M
$77.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-201K- 5.88% |
$4.61M - $4.75M
|
3.22M
$75.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-163K- 18.82% |
$3.73M - $3.84M
|
703K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-157K- 15.93% |
$3.6M - $3.7M
|
829K
$19.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-131K- 1.07% |
$3M - $3.08M
|
12.1M
$284M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-122K- 39.76% |
$2.8M - $2.89M
|
186K
$4.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-119K- 71.11% |
$2.73M - $2.81M
|
48.4K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-108K- 80.87% |
$2.48M - $2.55M
|
25.6K
$599K
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-107K- 25.48% |
$2.45M - $2.52M
|
313K
$7.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-87.3K- 5.96% |
$2M - $2.06M
|
1.38M
$32.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
SELL
|
- |
-84.4K- 36.66% |
$1.93M - $1.99M
|
146K
$3.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-84.2K- 24.66% |
$1.93M - $1.98M
|
257K
$6.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-77K- 6.12% |
$1.76M - $1.82M
|
1.18M
$27.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-76.2K- 22.59% |
$1.75M - $1.8M
|
261K
$6.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-71.1K- 76.01% |
$1.63M - $1.68M
|
22.4K
$525K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-66.2K- 35.97% |
$1.52M - $1.56M
|
118K
$2.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-64K- 27.73% |
$1.47M - $1.51M
|
167K
$3.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-63.7K- 20.44% |
$1.46M - $1.5M
|
248K
$5.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-52.9K- 5.42% |
$1.21M - $1.25M
|
923K
$21.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-43.3K- 10.97% |
$991K - $1.02M
|
351K
$8.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-41.8K- 10.17% |
$958K - $986K
|
369K
$8.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-40.5K- 73.6% |
$927K - $955K
|
14.5K
$340K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-36.7K- 42.09% |
$841K - $866K
|
50.5K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-36.1K- 12.01% |
$827K - $852K
|
265K
$6.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-35.4K- 70.4% |
$810K - $834K
|
14.9K
$348K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.4K- 26.37% |
$719K - $741K
|
87.7K
$2.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-31.3K- 44.61% |
$717K - $738K
|
38.9K
$910K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30.3K- 1.44% |
$693K - $714K
|
2.07M
$48.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-29.8K- 33.63% |
$681K - $702K
|
58.7K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-29.3K- 12.23% |
$670K - $690K
|
210K
$4.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-26.3K- 47.97% |
$602K - $620K
|
28.5K
$668K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-25.3K- 4.88% |
$579K - $596K
|
493K
$11.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.4K- 22.62% |
$560K - $576K
|
83.6K
$1.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.3K- 5.36% |
$510K - $525K
|
393K
$9.2M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.7K- 3.08% |
$451K - $464K
|
620K
$14.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-19.1K- 40.77% |
$438K - $451K
|
27.8K
$650K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-18.6K- 5.48% |
$426K - $439K
|
321K
$7.51M
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-18.2K- 20.34% |
$418K - $430K
|
71.4K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-17K- 14.51% |
$389K - $400K
|
100K
$2.34M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-16.1K- 9.77% |
$369K - $380K
|
149K
$3.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.1K- 3.41% |
$345K - $355K
|
426K
$9.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-14.6K- 21.97% |
$334K - $344K
|
51.8K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-14.3K- 40.27% |
$328K - $337K
|
21.2K
$496K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 8.31% |
$325K - $335K
|
157K
$3.67M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-14.1K- 96.23% |
$323K - $332K
|
552
$12.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13.9K- 5.61% |
$319K - $328K
|
234K
$5.48M
|
|