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 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-14.8K- 4.91% |
$333K - $345K
|
287K
$6.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.9K- 2.45% |
$334K - $346K
|
593K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15K- 52.92% |
$336K - $348K
|
13.3K
$305K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.4K- 7.87% |
$345K - $357K
|
180K
$4.13M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-15.5K- 12.89% |
$349K - $361K
|
105K
$2.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-16.8K- 15.33% |
$378K - $392K
|
93.1K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-18.1K- 6.38% |
$407K - $422K
|
266K
$6.11M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19K- 3.44% |
$426K - $441K
|
532K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-20.7K- 5.38% |
$465K - $482K
|
364K
$8.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-21.9K- 13.18% |
$492K - $509K
|
144K
$3.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-24K- 17.02% |
$539K - $558K
|
117K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-24.5K- 2.49% |
$550K - $569K
|
959K
$22M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-24.7K- 55.82% |
$555K - $575K
|
19.6K
$449K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-24.9K- 16.76% |
$560K - $580K
|
124K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-26.1K- 16.24% |
$585K - $606K
|
134K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-26.4K- 19.95% |
$594K - $615K
|
106K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-26.7K- 67.43% |
$599K - $620K
|
12.9K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-27.7K- 41.37% |
$621K - $644K
|
39.2K
$900K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-28.3K- 47.07% |
$636K - $659K
|
31.9K
$731K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-28.4K- 2.71% |
$637K - $660K
|
1.02M
$23.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-30.6K- 9.99% |
$687K - $712K
|
276K
$6.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-31.2K- 49.73% |
$700K - $725K
|
31.5K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-33.2K- 5.13% |
$746K - $772K
|
614K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33.3K- 25.86% |
$748K - $774K
|
95.4K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-33.6K- 6.89% |
$754K - $781K
|
454K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.6K- 98.88% |
$845K - $875K
|
427
$9.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-40.4K- 2.64% |
$907K - $939K
|
1.49M
$34.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.5K- 71.66% |
$932K - $966K
|
16.4K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-41.6K- 54.54% |
$935K - $969K
|
34.7K
$797K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-44.6K- 51.8% |
$1M - $1.04M
|
41.5K
$952K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-49.4K- 84.8% |
$1.11M - $1.15M
|
8.86K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-52.1K- 99.22% |
$1.17M - $1.21M
|
409
$9.39K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-52.2K- 23.1% |
$1.17M - $1.21M
|
174K
$3.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-52.7K- 23.67% |
$1.18M - $1.23M
|
170K
$3.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-54.3K- 4.69% |
$1.22M - $1.26M
|
1.11M
$25.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-54.5K- 18.83% |
$1.22M - $1.27M
|
235K
$5.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-62.8K- 59.49% |
$1.41M - $1.46M
|
42.8K
$982K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-63.1K- 14.84% |
$1.42M - $1.47M
|
362K
$8.31M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-63.2K- 8.01% |
$1.42M - $1.47M
|
726K
$16.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-75K- 77.74% |
$1.68M - $1.74M
|
21.5K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-78.7K- 7.24% |
$1.77M - $1.83M
|
1.01M
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-97.2K- 18.37% |
$2.18M - $2.26M
|
432K
$9.91M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-114K- 4.13% |
$2.56M - $2.66M
|
2.65M
$60.9M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-115K- 12.69% |
$2.58M - $2.67M
|
790K
$18.1M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-115K- 43.05% |
$2.59M - $2.68M
|
153K
$3.51M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-118K- 79.58% |
$2.66M - $2.75M
|
30.4K
$697K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-119K- 33.08% |
$2.67M - $2.76M
|
240K
$5.51M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-127K- 2.51% |
$2.86M - $2.96M
|
4.94M
$113M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-142K- 49.61% |
$3.19M - $3.31M
|
144K
$3.31M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-159K- 11.96% |
$3.57M - $3.69M
|
1.17M
$26.8M
|