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 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.59K- 7.67% |
$59.2K - $61K
|
31.1K
$729K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.33K- 0.93% |
$53.3K - $54.9K
|
249K
$5.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.16K- 3.71% |
$49.4K - $50.8K
|
55.9K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.14K- 0.76% |
$49.1K - $50.5K
|
279K
$6.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.06K- 13.32% |
$47.2K - $48.6K
|
13.4K
$314K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.01K- 1.21% |
$46.1K - $47.4K
|
165K
$3.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.98K- 1.42% |
$45.3K - $46.7K
|
137K
$3.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.93K- 3.32% |
$44.1K - $45.4K
|
56.2K
$1.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.92K- 7.64% |
$43.9K - $45.2K
|
23.2K
$542K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.83K- 16.42% |
$41.8K - $43K
|
9.29K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.81K- 10.36% |
$41.5K - $42.8K
|
15.7K
$367K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 1.92% |
$40.8K - $42K
|
90.9K
$2.13M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.68K- 12.27% |
$38.6K - $39.7K
|
12K
$282K
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-1.64K- 9.57% |
$37.6K - $38.8K
|
15.5K
$363K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.62K- 13.02% |
$37.1K - $38.2K
|
10.8K
$253K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.61K- 7.85% |
$36.8K - $37.9K
|
18.9K
$442K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.55K- 0.78% |
$35.4K - $36.5K
|
197K
$4.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.52K- 6.89% |
$34.9K - $35.9K
|
20.6K
$481K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.47K- 3.44% |
$33.7K - $34.7K
|
41.4K
$968K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.47K- 3.22% |
$33.5K - $34.5K
|
44.1K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-1.35K- 2.38% |
$30.9K - $31.8K
|
55.4K
$1.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-1.23K- 5.5% |
$28.2K - $29K
|
21.1K
$495K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.22K- 3.47% |
$28K - $28.9K
|
34.1K
$798K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.22K- 7.72% |
$28K - $28.8K
|
14.6K
$342K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-1.2K- 11.5% |
$27.5K - $28.3K
|
9.23K
$216K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.18K- 2.04% |
$27K - $27.8K
|
56.8K
$1.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-1.17K- 0.25% |
$26.7K - $27.5K
|
468K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 4.26% |
$26.1K - $26.8K
|
25.6K
$599K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-970- 9.31% |
$22.2K - $22.9K
|
9.45K
$221K
|
|
|
Nov 05, 2025
Q3 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-966- 4.78% |
$22.1K - $22.8K
|
19.3K
$451K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-960- 2.9% |
$22K - $22.6K
|
32.1K
$752K
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-900- 8.18% |
$20.6K - $21.2K
|
10.1K
$236K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-777- 0.69% |
$17.8K - $18.3K
|
111K
$2.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-746- 0.39% |
$17.1K - $17.6K
|
189K
$4.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-664- 2.49% |
$15.2K - $15.7K
|
26K
$607K
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-656- 2.72% |
$15K - $15.5K
|
23.5K
$550K
|
|
|
Nov 04, 2025
Q3 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-639- 0.43% |
$14.6K - $15.1K
|
148K
$3.47M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-630- 2.61% |
$14.4K - $14.9K
|
23.5K
$551K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-612- 4.23% |
$14K - $14.4K
|
13.9K
$324K
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-510- 1.19% |
$11.7K - $12K
|
42.4K
$993K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-492- 15.64% |
$11.3K - $11.6K
|
2.65K
$62.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-445- 77.39% |
$10.2K - $10.5K
|
130
$3.04K
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-421- 2.79% |
$9.64K - $9.93K
|
14.6K
$343K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-411- 7.39% |
$9.41K - $9.69K
|
5.15K
$120K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
SELL
|
- |
-338- 2.07% |
$7.74K - $7.97K
|
16K
$375K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-318- 4.7% |
$7.28K - $7.5K
|
6.45K
$151K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-298- 2.77% |
$6.82K - $7.03K
|
10.5K
$245K
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-280- 0.44% |
$6.41K - $6.6K
|
64K
$1.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-267- 1.79% |
$6.11K - $6.3K
|
14.6K
$342K
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-261- 1.03% |
$5.98K - $6.15K
|
25.2K
$589K
|
|