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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-487K- 8.26% |
$10.9M - $11.3M
|
5.41M
$125M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-142K- 49.61% |
$3.19M - $3.31M
|
144K
$3.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-49.4K- 84.8% |
$1.11M - $1.15M
|
8.86K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-27.7K- 41.37% |
$621K - $644K
|
39.2K
$907K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-24.7K- 55.82% |
$555K - $575K
|
19.6K
$452K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-21.9K- 13.18% |
$492K - $509K
|
144K
$3.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-7.96K- 8.17% |
$179K - $185K
|
89.4K
$2.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.93K- 2.17% |
$178K - $184K
|
357K
$8.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-7.03K- 13.07% |
$158K - $164K
|
46.8K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-5.77K- 5.41% |
$130K - $134K
|
101K
$2.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-5.2K- 14.6% |
$117K - $121K
|
30.4K
$704K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-5.15K- 5.58% |
$116K - $120K
|
87.2K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.68K- 12.44% |
$105K - $109K
|
32.9K
$762K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.48K- 0.67% |
$101K - $104K
|
660K
$15.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-2.93K- 11.58% |
$65.8K - $68.1K
|
22.3K
$517K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.86K- 8.09% |
$64.2K - $66.5K
|
32.5K
$751K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 4.68% |
$48.6K - $50.3K
|
44.1K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.14K- 1.42% |
$48.1K - $49.8K
|
149K
$3.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.03K- 6.73% |
$45.5K - $47.2K
|
28.1K
$650K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.02K- 4.56% |
$45.5K - $47.1K
|
42.4K
$981K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.73K- 1.58% |
$38.9K - $40.3K
|
108K
$2.49M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.33K- 6.35% |
$29.8K - $30.8K
|
19.5K
$452K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.27K- 2.04% |
$28.5K - $29.5K
|
60.8K
$1.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.25K- 2.15% |
$28.1K - $29.1K
|
56.8K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-795- 1.97% |
$17.9K - $18.5K
|
39.6K
$916K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-164- 11.76% |
$3.68K - $3.81K
|
1.23K
$28.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-142- 0.8% |
$3.19K - $3.3K
|
17.7K
$408K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-52- 2.53% |
$1.17K - $1.21K
|
2K
$46.4K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-166K- 84.07% |
$3.76M - $7.9M
|
31.5K
$729K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-39.4K- 21.35% |
$893K - $1.87M
|
145K
$3.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-22.8K- 25.93% |
$516K - $1.08M
|
65.2K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-19.2K- 38.27% |
$435K - $914K
|
31K
$717K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-12.3K- 42.58% |
$277K - $582K
|
16.5K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.42K- 1.15% |
$168K - $353K
|
636K
$14.7M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.41K- 42.57% |
$168K - $352K
|
9.99K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-6.51K- 5.5% |
$147K - $309K
|
112K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-6.07K- 23.35% |
$137K - $289K
|
19.9K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.93K- 4.52% |
$112K - $234K
|
104K
$2.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.27K- 29.68% |
$96.7K - $203K
|
10.1K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.08K- 65.34% |
$92.4K - $194K
|
2.17K
$50.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.95K- 18.99% |
$66.8K - $140K
|
12.6K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.55K- 2.56% |
$57.6K - $121K
|
96.8K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-489- 2.89% |
$11.1K - $23.2K
|
16.5K
$380K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-444- 99.78% |
$10K - $21.1K
|
1
$23.1
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-360- 82.57% |
$8.15K - $17.1K
|
76
$1.76K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-160- 35.32% |
$3.62K - $7.6K
|
293
$6.78K
|
|
| Q3 2024 | |||||||
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-168K- 55.67% |
$7.6M - $8.05M
|
134K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-22K- 9.95% |
$992K - $1.05M
|
199K
$4.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-16K- 73.45% |
$723K - $766K
|
5.78K
$134K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.67K- 34.0% |
$347K - $367K
|
14.9K
$344K
|
|