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 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 4.26% |
$26.1K - $26.8K
|
25.6K
$603K
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-1.17K- 0.25% |
$26.7K - $27.5K
|
468K
$11M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.18K- 2.04% |
$27K - $27.8K
|
56.8K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-1.2K- 11.5% |
$27.5K - $28.3K
|
9.23K
$217K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.22K- 7.72% |
$28K - $28.8K
|
14.6K
$345K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.22K- 3.47% |
$28K - $28.9K
|
34.1K
$803K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-1.23K- 5.5% |
$28.2K - $29K
|
21.1K
$498K
|
|
|
Oct 21, 2025
Q3 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-1.35K- 2.38% |
$30.9K - $31.8K
|
55.4K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.44K- 3.04% |
$32.9K - $33.9K
|
45.8K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-1.51K- 9.12% |
$34.7K - $35.7K
|
15.1K
$355K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.55K- 0.78% |
$35.4K - $36.5K
|
197K
$4.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.61K- 7.85% |
$36.8K - $37.9K
|
18.9K
$445K
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-1.64K- 9.57% |
$37.6K - $38.8K
|
15.5K
$366K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.68K- 12.27% |
$38.6K - $39.7K
|
12K
$284K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 1.92% |
$40.8K - $42K
|
90.9K
$2.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.92K- 7.64% |
$43.9K - $45.2K
|
23.2K
$545K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.93K- 3.32% |
$44.1K - $45.4K
|
56.2K
$1.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.94K- 13.32% |
$44.5K - $45.8K
|
12.7K
$298K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.98K- 1.42% |
$45.3K - $46.7K
|
137K
$3.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.01K- 1.21% |
$46.1K - $47.4K
|
165K
$3.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.14K- 0.76% |
$49.1K - $50.5K
|
279K
$6.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.16K- 3.71% |
$49.4K - $50.8K
|
55.9K
$1.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.33K- 0.93% |
$53.3K - $54.9K
|
249K
$5.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-2.43K- 1.77% |
$55.7K - $57.4K
|
135K
$3.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.59K- 7.67% |
$59.2K - $61K
|
31.1K
$734K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.61K- 17.25% |
$59.7K - $61.5K
|
12.5K
$295K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.8K- 15.71% |
$64.1K - $66K
|
15K
$354K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-2.81K- 22.92% |
$64.3K - $66.2K
|
9.44K
$222K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-2.87K- 9.82% |
$65.8K - $67.7K
|
26.4K
$621K
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.93K- 4.4% |
$67.1K - $69.1K
|
63.7K
$1.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-3.18K- 8.13% |
$72.8K - $74.9K
|
35.9K
$846K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-3.29K- 1.76% |
$75.3K - $77.6K
|
184K
$4.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-3.31K- 1.76% |
$75.9K - $78.1K
|
185K
$4.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.49K- 5.46% |
$79.9K - $82.3K
|
60.4K
$1.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-3.51K- 6.86% |
$80.4K - $82.7K
|
47.7K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.69K- 3.87% |
$84.5K - $87K
|
91.7K
$2.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.15K- 26.35% |
$95K - $97.8K
|
11.6K
$273K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.31K- 15.45% |
$98.8K - $102K
|
23.6K
$556K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-4.41K- 3.0% |
$101K - $104K
|
142K
$3.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-4.62K- 10.95% |
$106K - $109K
|
37.6K
$886K
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.69K- 10.14% |
$107K - $111K
|
41.5K
$979K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.73K- 7.39% |
$108K - $112K
|
59.3K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.95K- 20.82% |
$113K - $117K
|
18.8K
$444K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.96K- 3.34% |
$114K - $117K
|
144K
$3.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-4.97K- 5.14% |
$114K - $117K
|
91.8K
$2.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.08K- 16.51% |
$116K - $120K
|
25.7K
$605K
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5.32K- 1.86% |
$122K - $126K
|
282K
$6.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.86K- 6.38% |
$134K - $138K
|
86K
$2.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.12K- 28.1% |
$140K - $144K
|
15.6K
$369K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.33K- 6.37% |
$145K - $149K
|
93K
$2.19M
|