Purchases and Sales Made in Q1 2025 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.09M+ 1165.57% |
$47M - $48.7M
|
2.27M
$52.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.42M+ 259.68% |
$31.9M - $33M
|
1.97M
$45.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
973K+ 80.36% |
$21.9M - $22.6M
|
2.18M
$50.1M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
933K+ 259.98% |
$20.9M - $21.7M
|
1.29M
$29.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
879K+ 256.38% |
$19.7M - $20.4M
|
1.22M
$28M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
657K+ 145.34% |
$14.8M - $15.3M
|
1.11M
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
635K+ 10.13% |
$14.3M - $14.8M
|
6.91M
$159M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
603K+ 107.18% |
$13.5M - $14M
|
1.16M
$26.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
547K+ 4.66% |
$12.3M - $12.7M
|
12.3M
$282M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
434KNew |
$9.75M - $10.1M
|
434K
$9.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
366K+ 133.68% |
$8.23M - $8.52M
|
640K
$14.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
349K+ 61.43% |
$7.85M - $8.13M
|
918K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
345KNew |
$7.76M - $8.03M
|
345K
$7.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
277K+ 4.25% |
$6.21M - $6.44M
|
6.79M
$156M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
263K+ 12.59% |
$5.91M - $6.12M
|
2.35M
$54M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
255K+ 7.41% |
$5.72M - $5.92M
|
3.69M
$84.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
230K+ 73.26% |
$5.17M - $5.35M
|
544K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
206K+ 173.81% |
$4.62M - $4.79M
|
324K
$7.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
179K+ 5.0% |
$4.01M - $4.15M
|
3.75M
$86M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
176K+ 18.38% |
$3.96M - $4.1M
|
1.14M
$26.1M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
167K+ 13.98% |
$3.75M - $3.88M
|
1.36M
$31.2M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
139K+ 298.1% |
$3.11M - $3.22M
|
185K
$4.25M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
134K+ 301.43% |
$3.01M - $3.12M
|
178K
$4.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
128K+ 141.97% |
$2.88M - $2.98M
|
218K
$5.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
126K+ 45.15% |
$2.82M - $2.92M
|
404K
$9.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
123K+ 139.73% |
$2.77M - $2.87M
|
212K
$4.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
104KNew |
$2.34M - $2.42M
|
104K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
101K+ 7.9% |
$2.27M - $2.35M
|
1.38M
$31.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
95.1K+ 3.07% |
$2.14M - $2.21M
|
3.19M
$73.2M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
76.3K+ 44.72% |
$1.71M - $1.77M
|
247K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
74.2K+ 903.54% |
$1.67M - $1.73M
|
82.4K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
74KNew |
$1.66M - $1.72M
|
74K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73.7K+ 3.54% |
$1.65M - $1.71M
|
2.15M
$49.4M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
70.1K+ 76.86% |
$1.57M - $1.63M
|
161K
$3.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
68.5K+ 6.84% |
$1.54M - $1.59M
|
1.07M
$24.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
60.7K+ 41.79% |
$1.36M - $1.41M
|
206K
$4.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
60.4K+ 97.83% |
$1.36M - $1.4M
|
122K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
59.5K+ 2.4% |
$1.34M - $1.38M
|
2.53M
$58.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
59.3K+ 157.57% |
$1.33M - $1.38M
|
96.9K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
56.1K+ 5.2% |
$1.26M - $1.3M
|
1.13M
$26M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
55.3KNew |
$1.24M - $1.29M
|
55.3K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
55KNew |
$1.24M - $1.28M
|
55K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
54.7K+ 18.65% |
$1.23M - $1.27M
|
348K
$8M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
54KNew |
$1.21M - $1.26M
|
54K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
53.2K+ 8.53% |
$1.2M - $1.24M
|
677K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
52.7K+ 9.02% |
$1.18M - $1.23M
|
637K
$14.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
52.5K+ 19.92% |
$1.18M - $1.22M
|
316K
$7.25M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
48.7KNew |
$1.09M - $1.13M
|
48.7K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
47.7K+ 8.45% |
$1.07M - $1.11M
|
613K
$14.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
46.6K+ 2.28% |
$1.05M - $1.08M
|
2.09M
$47.9M
|