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 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.03K- 27.36% |
$161K - $166K
|
18.7K
$439K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.35K- 22.96% |
$168K - $173K
|
24.7K
$581K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.49K- 96.57% |
$194K - $200K
|
301
$7.09K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.53K- 2.7% |
$195K - $201K
|
307K
$7.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-8.77K- 41.23% |
$201K - $207K
|
12.5K
$295K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-9.62K- 8.57% |
$220K - $227K
|
103K
$2.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.76K- 2.11% |
$224K - $230K
|
453K
$10.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-11.7K- 6.24% |
$267K - $275K
|
175K
$4.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.7K- 4.25% |
$268K - $276K
|
264K
$6.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-12.9K- 5.63% |
$295K - $303K
|
215K
$5.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-13.1K- 6.08% |
$300K - $309K
|
202K
$4.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-13.5K- 2.81% |
$308K - $317K
|
465K
$11M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-14.1K- 96.23% |
$323K - $332K
|
552
$13K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 8.31% |
$325K - $335K
|
157K
$3.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-14.3K- 40.27% |
$328K - $337K
|
21.2K
$500K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.1K- 3.41% |
$345K - $355K
|
426K
$10M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-16.1K- 9.77% |
$369K - $380K
|
149K
$3.51M
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-18.2K- 20.34% |
$418K - $430K
|
71.4K
$1.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-18.6K- 5.48% |
$426K - $439K
|
321K
$7.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.4K- 22.62% |
$560K - $576K
|
83.6K
$1.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-25.3K- 4.88% |
$579K - $596K
|
493K
$11.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-29.8K- 33.63% |
$681K - $702K
|
58.7K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-31.3K- 44.61% |
$717K - $738K
|
38.9K
$916K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.4K- 26.37% |
$719K - $741K
|
87.7K
$2.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-35.4K- 70.4% |
$810K - $834K
|
14.9K
$350K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-36.7K- 42.09% |
$841K - $866K
|
50.5K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-40.5K- 73.6% |
$927K - $955K
|
14.5K
$342K
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-41.8K- 10.17% |
$958K - $986K
|
369K
$8.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-63.7K- 20.44% |
$1.46M - $1.5M
|
248K
$5.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-71.1K- 76.01% |
$1.63M - $1.68M
|
22.4K
$529K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-77K- 6.12% |
$1.76M - $1.82M
|
1.18M
$27.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-107K- 25.48% |
$2.45M - $2.52M
|
313K
$7.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-119K- 71.11% |
$2.73M - $2.81M
|
48.4K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-122K- 39.76% |
$2.8M - $2.89M
|
186K
$4.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-131K- 1.07% |
$3M - $3.08M
|
12.1M
$286M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-373K- 52.62% |
$8.54M - $8.79M
|
336K
$7.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-678K- 16.95% |
$15.5M - $16M
|
3.32M
$78.3M
|