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 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
729+ 7.82% |
$16.7K - $17.2K
|
10.1K
$237K
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
724+ 3.79% |
$16.6K - $17.1K
|
19.8K
$467K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
708+ 2.09% |
$16.2K - $16.7K
|
34.7K
$816K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
682New |
$15.6K - $16.1K
|
682
$16.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
530+ 0.88% |
$12.1K - $12.5K
|
61K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
517New |
$11.8K - $12.2K
|
517
$12.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
485+ 3.25% |
$11.1K - $11.4K
|
15.4K
$363K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
421+ 3.34% |
$9.64K - $9.93K
|
13K
$306K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
407+ 1.35% |
$9.32K - $9.6K
|
30.6K
$720K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
367+ 2.2% |
$8.4K - $8.65K
|
17K
$401K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
358+ 3.22% |
$8.2K - $8.44K
|
11.5K
$270K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
353+ 1.72% |
$8.08K - $8.32K
|
20.9K
$492K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
340+ 0.15% |
$7.79K - $8.02K
|
231K
$5.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
340+ 0.93% |
$7.79K - $8.02K
|
36.9K
$869K
|
|
|
Oct 07, 2025
Q3 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
332+ 2.82% |
$7.6K - $7.83K
|
12.1K
$285K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
324+ 0.52% |
$7.42K - $7.64K
|
62.6K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
310+ 1.88% |
$7.1K - $7.31K
|
16.8K
$395K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
289+ 3.06% |
$6.62K - $6.81K
|
9.74K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
257+ 2.14% |
$5.89K - $6.06K
|
12.3K
$289K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
245+ 1.79% |
$5.61K - $5.78K
|
13.9K
$327K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
222New |
$5.08K - $5.23K
|
222
$5.23K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
220+ 3.19% |
$5.04K - $5.19K
|
7.12K
$168K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
209+ 3.35% |
$4.79K - $4.93K
|
6.45K
$152K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
206+ 0.75% |
$4.72K - $4.86K
|
27.7K
$653K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
182+ 3.29% |
$4.17K - $4.29K
|
5.71K
$134K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
135+ 0.71% |
$3.09K - $3.18K
|
19.1K
$449K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
131+ 0.22% |
$3K - $3.09K
|
59.6K
$1.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
130+ 1.48% |
$2.98K - $3.07K
|
8.89K
$209K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
130+ 0.45% |
$2.98K - $3.07K
|
28.8K
$679K
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
108+ 1.02% |
$2.47K - $2.55K
|
10.7K
$253K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
102+ 0.15% |
$2.34K - $2.41K
|
69.6K
$1.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
98+ 0.23% |
$2.24K - $2.31K
|
41.8K
$985K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
90+ 1.02% |
$2.06K - $2.12K
|
8.89K
$209K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
87+ 0.24% |
$1.99K - $2.05K
|
35.6K
$839K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
70+ 0.07% |
$1.6K - $1.65K
|
97.2K
$2.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
64New |
$1.47K - $1.51K
|
64
$1.51K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
59+ 0.62% |
$1.35K - $1.39K
|
9.64K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
52+ 0.32% |
$1.19K - $1.23K
|
16.5K
$389K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
43+ 0.01% |
$985 - $1.01K
|
364K
$8.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
35New |
$802 - $825
|
35
$825
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
28+ 1.35% |
$641 - $660
|
2.1K
$49.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.16% |
$481 - $495
|
12.9K
$304K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
16+ 0.11% |
$366 - $377
|
14.5K
$343K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10+ 0.08% |
$229 - $236
|
11.8K
$279K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 1.02% |
$115 - $118
|
493
$11.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 1.23% |
$91.6 - $94.3
|
328
$7.73K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 1.11% |
$68.7 - $70.7
|
273
$6.43K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2New |
$45.8 - $47.2
|
2
$47.1
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 1.24% |
$45.8 - $47.2
|
163
$3.84K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
1+ 0.01% |
$22.9 - $23.6
|
10.8K
$256K
|