Purchases and Sales Made in Q4 2025 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q4 2025. The information is specifically focused on institutions that hold shares of SCHWAB US AGGREGATE BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
3.84M+ 2068.12% |
$89.7M - $90.9M
|
4.02M
$94.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Arnold Financial Planning LLC
Hiawatha, IA |
BUY
|
- |
564KNew |
$13.2M - $13.4M
|
564K
$13.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
321K+ 8.85% |
$7.51M - $7.62M
|
3.95M
$92.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
293K+ 87.17% |
$6.84M - $6.94M
|
628K
$14.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
268K+ 4.51% |
$6.27M - $6.36M
|
6.22M
$145M
|
|
|
Jan 27, 2026
Q4 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
262K+ 21.74% |
$6.13M - $6.21M
|
1.47M
$34.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
198KNew |
$4.64M - $4.7M
|
198K
$4.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
174KNew |
$4.07M - $4.13M
|
174K
$4.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
171KNew |
$4M - $4.05M
|
171K
$4M
|
|
|
Jan 26, 2026
Q4 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
159K+ 7.11% |
$3.73M - $3.78M
|
2.4M
$56.2M
|
|
|
Jan 27, 2026
Q4 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
141K+ 56.84% |
$3.3M - $3.34M
|
389K
$9.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
140K+ 10.76% |
$3.27M - $3.32M
|
1.44M
$33.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
123KNew |
$2.88M - $2.92M
|
123K
$2.88M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
83.8KNew |
$1.96M - $1.99M
|
83.8K
$1.96M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
76.5K+ 10.24% |
$1.79M - $1.81M
|
823K
$19.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
71.7K+ 4.84% |
$1.67M - $1.7M
|
1.55M
$36.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
70.6K+ 148.21% |
$1.65M - $1.67M
|
118K
$2.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
56.7K+ 11.5% |
$1.33M - $1.34M
|
550K
$12.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
52.4K+ 59.04% |
$1.23M - $1.24M
|
141K
$3.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
51K+ 82.8% |
$1.19M - $1.21M
|
113K
$2.64M
|
|
|
Jan 27, 2026
Q4 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
45.8K+ 6.59% |
$1.07M - $1.08M
|
740K
$17.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
45.4K+ 17.68% |
$1.06M - $1.08M
|
302K
$7.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.4K+ 10.18% |
$1.01M - $1.03M
|
470K
$11M
|
|
|
Jan 27, 2026
Q4 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
43.3K+ 21.67% |
$1.01M - $1.03M
|
243K
$5.68M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
42.4K+ 79.67% |
$991K - $1.01M
|
95.7K
$2.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37.5K+ 27.11% |
$876K - $889K
|
176K
$4.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
37.4KNew |
$873K - $885K
|
37.4K
$874K
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
36.5K+ 4.84% |
$853K - $865K
|
790K
$18.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
33.8K+ 9.27% |
$789K - $800K
|
398K
$9.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
30.7K+ 9.87% |
$718K - $728K
|
342K
$8M
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
29.8K+ 8.39% |
$697K - $707K
|
385K
$9.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
27.6KNew |
$646K - $655K
|
27.6K
$647K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
23.5K+ 6.99% |
$550K - $558K
|
360K
$8.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
23.1KNew |
$540K - $547K
|
23.1K
$540K
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
20.8K+ 15.52% |
$485K - $492K
|
154K
$3.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
20.6K+ 10.7% |
$480K - $487K
|
213K
$4.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
20.4KNew |
$477K - $484K
|
20.4K
$478K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
20.4K+ 22.99% |
$476K - $483K
|
109K
$2.55M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20.1K+ 6.71% |
$470K - $477K
|
320K
$7.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20K+ 21.67% |
$468K - $475K
|
112K
$2.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
19K+ 11.86% |
$444K - $451K
|
179K
$4.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
17.8K+ 3.6% |
$417K - $423K
|
513K
$12M
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.7K+ 6.68% |
$413K - $419K
|
282K
$6.61M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.8K+ 6.39% |
$394K - $399K
|
281K
$6.57M
|
|
|
Jan 26, 2026
Q4 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
15.7K+ 11.49% |
$367K - $373K
|
153K
$3.57M
|
|
|
Jan 22, 2026
Q4 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
14.6K+ 4.31% |
$341K - $346K
|
353K
$8.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14.5K+ 6.02% |
$338K - $343K
|
255K
$5.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13.5K+ 13.12% |
$315K - $319K
|
116K
$2.72M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.2KNew |
$308K - $312K
|
13.2K
$308K
|
|
|
Jan 23, 2026
Q4 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
13KNew |
$303K - $308K
|
13K
$304K
|
|