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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-13.1K- 6.08% |
$300K - $309K
|
202K
$4.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13K- 1.28% |
$297K - $306K
|
1M
$23.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-12.9K- 5.63% |
$295K - $303K
|
215K
$5.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-12.7K- 43.43% |
$290K - $298K
|
16.5K
$386K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.7K- 4.25% |
$268K - $276K
|
264K
$6.17M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.86K- 2.87% |
$203K - $209K
|
300K
$7.02M
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.43K- 8.5% |
$193K - $199K
|
90.8K
$2.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.35K- 10.16% |
$191K - $197K
|
73.8K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8.02K- 41.78% |
$184K - $189K
|
11.2K
$261K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-7.72K- 5.1% |
$177K - $182K
|
144K
$3.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-7.66K- 82.37% |
$176K - $181K
|
1.64K
$38.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.35K- 22.96% |
$168K - $173K
|
24.7K
$577K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.03K- 27.36% |
$161K - $166K
|
18.7K
$436K
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-6.8K- 4.72% |
$156K - $160K
|
137K
$3.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.7K- 4.24% |
$153K - $158K
|
151K
$3.54M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.33K- 6.37% |
$145K - $149K
|
93K
$2.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.12K- 28.1% |
$140K - $144K
|
15.6K
$366K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.86K- 6.38% |
$134K - $138K
|
86K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-5.64K- 7.82% |
$129K - $133K
|
66.5K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.53K- 0.48% |
$127K - $130K
|
1.14M
$26.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5.32K- 1.86% |
$122K - $126K
|
282K
$6.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.08K- 16.51% |
$116K - $120K
|
25.7K
$601K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-4.97K- 5.14% |
$114K - $117K
|
91.8K
$2.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.96K- 3.34% |
$114K - $117K
|
144K
$3.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.95K- 20.82% |
$113K - $117K
|
18.8K
$441K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.73K- 7.39% |
$108K - $112K
|
59.3K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.7K- 87.01% |
$108K - $111K
|
702
$16.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.69K- 10.14% |
$107K - $111K
|
41.5K
$972K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-4.62K- 10.95% |
$106K - $109K
|
37.6K
$880K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-4.41K- 3.0% |
$101K - $104K
|
142K
$3.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.4K- 14.38% |
$101K - $104K
|
26.2K
$612K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.31K- 15.45% |
$98.8K - $102K
|
23.6K
$552K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.15K- 26.35% |
$95K - $97.8K
|
11.6K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.96K- 17.84% |
$90.7K - $93.4K
|
18.2K
$427K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.69K- 3.87% |
$84.5K - $87K
|
91.7K
$2.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3.57K- 3.49% |
$81.6K - $84.1K
|
98.6K
$2.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-3.51K- 6.86% |
$80.4K - $82.7K
|
47.7K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.5K- 19.07% |
$80.2K - $82.6K
|
14.9K
$348K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.49K- 5.46% |
$79.9K - $82.3K
|
60.4K
$1.41M
|
|