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 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
23.1K+ 7.37% |
$529K - $545K
|
337K
$7.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22.7K+ 5.27% |
$520K - $536K
|
454K
$10.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
22.6K+ 3.63% |
$518K - $533K
|
646K
$15.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
22.5KNew |
$515K - $530K
|
22.5K
$530K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
21.3KNew |
$487K - $501K
|
21.3K
$501K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
21KNew |
$480K - $494K
|
21K
$494K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
20.7KNew |
$474K - $488K
|
20.7K
$487K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19.7K+ 21.93% |
$450K - $464K
|
109K
$2.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.7K+ 1.35% |
$450K - $463K
|
1.48M
$34.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
18.6K+ 16.53% |
$425K - $438K
|
131K
$3.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18.3K+ 3.82% |
$419K - $431K
|
498K
$11.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.7K+ 19.38% |
$382K - $394K
|
103K
$2.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
15.3K+ 164.54% |
$349K - $360K
|
24.5K
$578K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
14.9K+ 8.38% |
$340K - $350K
|
192K
$4.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
14.8K+ 4.99% |
$339K - $349K
|
311K
$7.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
14.7K+ 4.55% |
$337K - $347K
|
339K
$7.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14.3K+ 8.24% |
$328K - $338K
|
188K
$4.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
13.5K+ 2.7% |
$308K - $317K
|
511K
$12M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 1.36% |
$308K - $317K
|
1M
$23.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.2K+ 3.48% |
$303K - $312K
|
394K
$9.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
12.5K+ 2.58% |
$286K - $294K
|
496K
$11.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
12.5K+ 6.97% |
$285K - $294K
|
191K
$4.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.3K+ 23.2% |
$282K - $290K
|
65.4K
$1.54M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12.3K+ 1.89% |
$282K - $290K
|
662K
$15.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.8KNew |
$269K - $277K
|
11.8K
$277K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.7K+ 34.7% |
$267K - $275K
|
45.3K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11.6K+ 13.62% |
$265K - $273K
|
96.7K
$2.28M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$244K - $251K
|
10.6K
$251K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10K+ 45.89% |
$230K - $237K
|
31.9K
$752K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
9.9K+ 19.22% |
$227K - $233K
|
61.4K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9.79KNew |
$224K - $231K
|
9.79K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
9.6K+ 7.74% |
$220K - $226K
|
134K
$3.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
9.57K+ 1.64% |
$219K - $226K
|
593K
$14M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.41K+ 7.31% |
$215K - $222K
|
138K
$3.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.16KNew |
$210K - $216K
|
9.16K
$216K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
9.12K+ 6.03% |
$209K - $215K
|
160K
$3.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.1KNew |
$208K - $215K
|
9.1K
$214K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.98KNew |
$206K - $212K
|
8.98K
$212K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
8.73K+ 10.9% |
$200K - $206K
|
88.8K
$2.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.7K+ 2.4% |
$199K - $205K
|
371K
$8.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
8.4K+ 15.79% |
$192K - $198K
|
61.6K
$1.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.11K+ 1.19% |
$186K - $191K
|
689K
$16.2M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
8.04K+ 6.7% |
$184K - $190K
|
128K
$3.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.01K+ 6.41% |
$183K - $189K
|
133K
$3.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.61K+ 11.99% |
$174K - $179K
|
71.1K
$1.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
7.03K+ 3.96% |
$161K - $166K
|
185K
$4.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
7.02K+ 8.6% |
$161K - $166K
|
88.6K
$2.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.97K+ 5.23% |
$160K - $164K
|
140K
$3.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.89K+ 31.89% |
$158K - $162K
|
28.5K
$671K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
6.77K+ 4.52% |
$155K - $160K
|
157K
$3.69M
|