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
|
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 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
|
|
|
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
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-67.6K- 7.2% |
$1.55M - $1.59M
|
871K
$20.4M
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-13.5K- 2.81% |
$308K - $317K
|
465K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13.4K- 26.65% |
$307K - $316K
|
36.9K
$863K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13K- 1.28% |
$297K - $306K
|
1M
$23.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-12.7K- 43.43% |
$290K - $298K
|
16.5K
$386K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-11.7K- 6.24% |
$267K - $275K
|
175K
$4.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.1K- 51.14% |
$253K - $261K
|
10.6K
$247K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.6K- 13.77% |
$243K - $251K
|
66.6K
$1.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.76K- 2.11% |
$224K - $230K
|
453K
$10.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-9.62K- 8.57% |
$220K - $227K
|
103K
$2.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-8.77K- 41.23% |
$201K - $207K
|
12.5K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-8.63K- 39.26% |
$198K - $203K
|
13.4K
$312K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.53K- 2.7% |
$195K - $201K
|
307K
$7.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.49K- 96.57% |
$194K - $200K
|
301
$7.04K
|
|