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 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-258- 0.86% |
$5.91K - $6.08K
|
29.8K
$697K
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-249- 0.47% |
$5.7K - $5.87K
|
53.2K
$1.25M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-241- 4.82% |
$5.52K - $5.68K
|
4.76K
$111K
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-208- 2.76% |
$4.76K - $4.9K
|
7.32K
$171K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-199- 0.81% |
$4.56K - $4.69K
|
24.4K
$571K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-192- 2.16% |
$4.4K - $4.53K
|
8.7K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-189- 1.33% |
$4.33K - $4.46K
|
14K
$327K
|
|
|
Nov 12, 2025
Q3 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-189- 1.82% |
$4.33K - $4.46K
|
10.2K
$238K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-147- 0.07% |
$3.37K - $3.47K
|
219K
$5.12M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-131- 0.44% |
$3K - $3.09K
|
29.9K
$699K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-131- 0.17% |
$3K - $3.09K
|
76.1K
$1.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-120- 0.39% |
$2.75K - $2.83K
|
31K
$724K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-112- 16.14% |
$2.56K - $2.64K
|
582
$13.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-106- 0.42% |
$2.43K - $2.5K
|
25K
$586K
|
|
|
Nov 06, 2025
Q3 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-104- 0.26% |
$2.38K - $2.45K
|
39.9K
$933K
|
|
|
Nov 06, 2025
Q3 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-100- 0.93% |
$2.29K - $2.36K
|
10.6K
$248K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-96- 9.88% |
$2.2K - $2.26K
|
876
$20.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-86- 47.78% |
$1.97K - $2.03K
|
94
$2.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-86- 0.29% |
$1.97K - $2.03K
|
29.8K
$697K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-75- 3.69% |
$1.72K - $1.77K
|
1.96K
$45.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-67- 0.43% |
$1.53K - $1.58K
|
15.6K
$365K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-43- 0.43% |
$985 - $1.01K
|
9.9K
$232K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-40- 0.42% |
$916 - $943
|
9.55K
$223K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-39- 6.34% |
$893 - $920
|
576
$13.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-31- 0.02% |
$710 - $731
|
140K
$3.28M
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-30- 0.34% |
$687 - $707
|
8.89K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25- 0.05% |
$573 - $590
|
54.9K
$1.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-23- 0.75% |
$527 - $542
|
3.06K
$71.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
SELL
|
- |
-22- 0.24% |
$504 - $519
|
9.22K
$216K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-14- 33.33% |
$321 - $330
|
28
$655
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-4- 0.02% |
$91.6 - $94.3
|
19.2K
$449K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1- -0.0% |
$22.9 - $23.6
|
36.2K
$847K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40.7K- 16.93% |
$922K - $947K
|
200K
$4.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.9K- 10.58% |
$564K - $579K
|
210K
$4.92M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-18.4K- 99.99% |
$417K - $428K
|
2
$46.8
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17.5K- 2.85% |
$397K - $407K
|
597K
$14M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10K- 50.0% |
$228K - $234K
|
10K
$235K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.76K- 75.33% |
$221K - $227K
|
3.2K
$74.8K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-9.57K- 6.44% |
$217K - $223K
|
139K
$3.25M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-5.3K- 10.88% |
$120K - $123K
|
43.4K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.22K- 32.12% |
$118K - $121K
|
11K
$258K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.8K- 20.1% |
$109K - $112K
|
19.1K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.51K- 17.02% |
$102K - $105K
|
22K
$514K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-3.12K- 26.14% |
$70.7K - $72.5K
|
8.81K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-2.67K- 18.88% |
$60.6K - $62.3K
|
11.5K
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.17K- 11.78% |
$49.2K - $50.5K
|
16.3K
$380K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.97K- 32.75% |
$44.7K - $45.9K
|
4.05K
$94.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.33K- 14.04% |
$30.1K - $30.9K
|
8.13K
$190K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 5.83% |
$29.8K - $30.5K
|
21.2K
$496K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-976- 76.13% |
$22.1K - $22.7K
|
306
$7.16K
|
|