Purchases and Sales Made in Q3 2025 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
360K+ 6.44% |
$8.24M - $8.48M
|
5.95M
$140M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
356K+ 41.84% |
$8.15M - $8.39M
|
1.21M
$28.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
355KNew |
$8.14M - $8.38M
|
355K
$8.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
330K+ 8.67% |
$7.56M - $7.79M
|
4.14M
$97.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
223K+ 56472.66% |
$5.11M - $5.26M
|
223K
$5.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
195K+ 2.79% |
$4.47M - $4.6M
|
7.18M
$169M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
169K+ 7.61% |
$3.88M - $4M
|
2.4M
$56.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
158K+ 15.54% |
$3.61M - $3.71M
|
1.17M
$27.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
133KNew |
$3.05M - $3.14M
|
133K
$3.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
126K+ 10.73% |
$2.89M - $2.97M
|
1.3M
$30.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
118K+ 5.54% |
$2.69M - $2.77M
|
2.24M
$52.8M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
110KNew |
$2.53M - $2.6M
|
110K
$2.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
107K+ 346.82% |
$2.46M - $2.53M
|
138K
$3.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
93.2K+ 38.37% |
$2.13M - $2.2M
|
336K
$7.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
80.8K+ 333.75% |
$1.85M - $1.91M
|
105K
$2.47M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
80.2K+ 10.56% |
$1.84M - $1.89M
|
840K
$19.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
80K+ 12.0% |
$1.83M - $1.89M
|
747K
$17.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
75.4K+ 5.82% |
$1.73M - $1.78M
|
1.37M
$32.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
72.5K+ 4.24% |
$1.66M - $1.71M
|
1.78M
$41.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
64KNew |
$1.47M - $1.51M
|
64K
$1.51M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
63.1K+ 35.64% |
$1.45M - $1.49M
|
240K
$5.66M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
61.5K+ 8.27% |
$1.41M - $1.45M
|
805K
$19M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
61.2K+ 196.26% |
$1.4M - $1.44M
|
92.4K
$2.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
56.6K+ 4.91% |
$1.3M - $1.34M
|
1.21M
$28.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
50.9K+ 1.42% |
$1.17M - $1.2M
|
3.63M
$85.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
46K+ 17.99% |
$1.05M - $1.08M
|
302K
$7.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45.4K+ 7.79% |
$1.04M - $1.07M
|
629K
$14.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
44.9KNew |
$1.03M - $1.06M
|
44.9K
$1.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
44.9KNew |
$1.03M - $1.06M
|
44.9K
$1.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
44.7K+ 3.82% |
$1.02M - $1.05M
|
1.22M
$28.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
43K+ 119.43% |
$984K - $1.01M
|
78.9K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
39.7K+ 13.71% |
$909K - $936K
|
329K
$7.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
38.7K+ 10.7% |
$887K - $913K
|
401K
$9.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
38K+ 117.61% |
$871K - $897K
|
70.4K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
37.8K+ 10.24% |
$866K - $892K
|
407K
$9.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.6KNew |
$838K - $863K
|
36.6K
$862K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
36.6K+ 22.42% |
$837K - $862K
|
200K
$4.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36.2K+ 5.59% |
$828K - $853K
|
683K
$16.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
36K+ 3.5% |
$825K - $849K
|
1.06M
$25.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
36K+ 3.5% |
$825K - $849K
|
1.06M
$25.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
34.1KNew |
$782K - $805K
|
34.1K
$804K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
33.4K+ 3.09% |
$765K - $788K
|
1.12M
$26.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
33.2K+ 34.84% |
$760K - $782K
|
128K
$3.03M
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
28.5K+ 2.33% |
$652K - $671K
|
1.25M
$29.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
28.3K+ 3.91% |
$649K - $668K
|
753K
$17.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
26.5K+ 3.96% |
$606K - $624K
|
695K
$16.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
26.1K+ 13.33% |
$599K - $617K
|
222K
$5.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25.8K+ 1.86% |
$590K - $608K
|
1.41M
$33.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
24.5K+ 12.85% |
$561K - $578K
|
215K
$5.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
23.1K+ 7.37% |
$529K - $545K
|
337K
$7.93M
|