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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-454- 10.07% |
$10.3K - $10.6K
|
4.05K
$94.8K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-434- 1.26% |
$9.84K - $10.1K
|
33.9K
$794K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-384- 2.67% |
$8.71K - $8.94K
|
14K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-248- 1.3% |
$5.62K - $5.77K
|
18.8K
$440K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-123- 98.4% |
$2.79K - $2.86K
|
2
$46.8
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-62Closed |
$1.41K - $1.44K
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9- 15.79% |
$204 - $210
|
48
$1.12K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4- 0.43% |
$90.7 - $93.1
|
930
$21.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 0.57% |
$22.7 - $23.3
|
174
$4.07K
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-75K- 77.74% |
$1.68M - $1.74M
|
21.5K
$502K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-65KClosed |
$1.46M - $1.51M
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-27.7K- 41.37% |
$621K - $644K
|
39.2K
$917K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-10.9K- 54.56% |
$244K - $253K
|
9.06K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.46K- 7.94% |
$168K - $174K
|
86.6K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.63K- 1.75% |
$126K - $131K
|
316K
$7.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-5.15K- 5.58% |
$116K - $120K
|
87.2K
$2.04M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.81K- 68.11% |
$108K - $112K
|
2.25K
$52.7K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.53K- 17.7% |
$56.8K - $58.8K
|
11.7K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
SELL
|
- |
-2.1K- 10.1% |
$47.3K - $48.9K
|
18.7K
$438K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-1.45K- 7.45% |
$32.6K - $33.8K
|
18K
$422K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.36K- 11.81% |
$30.5K - $31.6K
|
10.1K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-578- 65.38% |
$13K - $13.4K
|
306
$7.16K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-475- 42.56% |
$10.7K - $11K
|
641
$15K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-470- 1.97% |
$10.6K - $10.9K
|
23.4K
$548K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-188- 0.79% |
$4.22K - $4.37K
|
23.7K
$554K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-184- 1.61% |
$4.13K - $4.28K
|
11.2K
$263K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-61- 0.69% |
$1.37K - $1.42K
|
8.82K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-61- 0.34% |
$1.37K - $1.42K
|
17.7K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26- 4.64% |
$584 - $605
|
534
$12.5K
|
|
| Q4 2024 | |||||||
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-12.5KClosed |
$284K - $596K
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-360- 82.57% |
$8.15K - $17.1K
|
76
$1.78K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-22K- 9.95% |
$992K - $1.05M
|
199K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-16K- 73.45% |
$723K - $766K
|
5.78K
$135K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.67K- 34.0% |
$347K - $367K
|
14.9K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.65K- 16.92% |
$165K - $175K
|
17.9K
$420K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.97K- 23.0% |
$134K - $142K
|
9.94K
$233K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.1K- 17.61% |
$49.8K - $52.8K
|
5.16K
$121K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.06K- 0.6% |
$47.9K - $50.7K
|
174K
$4.08M
|
|
|
Oct 16, 2025
Q3 2024
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-610- 12.57% |
$27.6K - $29.2K
|
4.24K
$99.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-302- 6.67% |
$13.7K - $14.5K
|
4.22K
$98.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-184- 19.27% |
$8.32K - $8.81K
|
771
$18K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-43- 79.63% |
$1.94K - $2.06K
|
11
$257
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-11- 0.41% |
$497 - $527
|
2.65K
$62.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1- 7.69% |
$45.2 - $47.9
|
12
$281
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.9K- 25.9% |
$667K - $687K
|
42.7K
$1M
|
|
|
Jul 29, 2024
Q2 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-6.89K- 3.78% |
$308K - $317K
|
176K
$4.11M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-6.18K- 34.58% |
$276K - $284K
|
11.7K
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.26K- 37.08% |
$190K - $196K
|
7.23K
$169K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-3K- 39.62% |
$134K - $138K
|
4.57K
$107K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.56K- 28.9% |
$114K - $118K
|
6.29K
$147K
|
|