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 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.81K- 15.38% |
$108K - $112K
|
26.5K
$608K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-5.15K- 5.58% |
$116K - $120K
|
87.2K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.16K- 5.47% |
$116K - $120K
|
89.1K
$2.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-5.2K- 14.6% |
$117K - $121K
|
30.4K
$698K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.48K- 50.9% |
$123K - $127K
|
5.28K
$121K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.63K- 1.75% |
$126K - $131K
|
316K
$7.26M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.66K- 10.42% |
$127K - $132K
|
48.6K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.7K- 1.87% |
$128K - $133K
|
299K
$6.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-5.77K- 5.41% |
$130K - $134K
|
101K
$2.32M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-6.07K- 30.38% |
$136K - $141K
|
13.9K
$319K
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-6.07K- 32.58% |
$136K - $141K
|
12.6K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-6.58K- 5.36% |
$148K - $153K
|
116K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-6.66K- 5.07% |
$149K - $155K
|
125K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6.69K- 25.6% |
$150K - $156K
|
19.5K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-6.78K- 9.2% |
$152K - $158K
|
66.9K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-6.85K- 5.52% |
$154K - $159K
|
117K
$2.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-6.9K- 8.29% |
$155K - $161K
|
76.3K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-6.94K- 6.6% |
$156K - $161K
|
98.2K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-7.03K- 13.07% |
$158K - $164K
|
46.8K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-7.19K- 29.29% |
$161K - $167K
|
17.4K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-7.29K- 3.22% |
$164K - $169K
|
219K
$5.02M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-7.42K- 4.82% |
$167K - $173K
|
147K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.46K- 7.94% |
$168K - $174K
|
86.6K
$1.99M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-7.51K- 3.69% |
$169K - $175K
|
196K
$4.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-7.55K- 16.46% |
$170K - $176K
|
38.3K
$880K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.93K- 2.17% |
$178K - $184K
|
357K
$8.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-7.96K- 8.17% |
$179K - $185K
|
89.4K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.21K- 5.39% |
$184K - $191K
|
144K
$3.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-8.41K- 33.51% |
$189K - $196K
|
16.7K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-8.61K- 8.28% |
$193K - $200K
|
95.4K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-8.72K- 50.33% |
$196K - $203K
|
8.6K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-9.27K- 17.22% |
$208K - $216K
|
44.6K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-9.33K- 29.31% |
$210K - $217K
|
22.5K
$517K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-9.4K- 2.13% |
$211K - $219K
|
432K
$9.92M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.43K- 14.29% |
$212K - $219K
|
56.6K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.9K- 21.69% |
$222K - $230K
|
35.7K
$820K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-10.4K- 18.53% |
$233K - $241K
|
45.6K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-10.9K- 54.56% |
$244K - $253K
|
9.06K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-11.1K- 17.13% |
$249K - $258K
|
53.7K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.3K- 38.42% |
$254K - $263K
|
18.1K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11.3K- 21.11% |
$254K - $263K
|
42.2K
$969K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-11.4K- 5.82% |
$256K - $265K
|
184K
$4.23M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-12.1K- 2.3% |
$271K - $281K
|
513K
$11.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 11.23% |
$273K - $283K
|
96K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12.3K- 35.95% |
$277K - $286K
|
21.9K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-12.4K- 79.65% |
$278K - $288K
|
3.16K
$72.6K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.6K- 3.02% |
$284K - $294K
|
405K
$9.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-14.2K- 5.05% |
$320K - $331K
|
268K
$6.15M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.5K- 52.74% |
$325K - $336K
|
13K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-14.7K- 44.17% |
$330K - $341K
|
18.5K
$426K
|