Latest Institutional Transactions on Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information on the latest institutional transactions involving Schwab Us Aggregate Bond ETF (SCHZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 0.63% |
$22.7 - $23.3
|
161
$3.73K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.17M- 53.6% |
$26.5M - $27.2M
|
1.01M
$23.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.1KNew |
$455K - $467K
|
20.1K
$465K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
751+ 2.35% |
$17K - $17.5K
|
32.8K
$759K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
82.2K+ 12.13% |
$1.86M - $1.91M
|
760K
$17.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-960- 1.87% |
$21.8K - $22.3K
|
50.5K
$1.17M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.19K+ 12.64% |
$26.9K - $27.6K
|
10.6K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.23K+ 164.84% |
$50.5K - $51.8K
|
3.58K
$82.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
130K+ 10.66% |
$2.95M - $3.03M
|
1.35M
$31.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.42K+ 0.31% |
$32.2K - $33.1K
|
458K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.58K- 1.63% |
$126K - $130K
|
337K
$7.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-864- 9.76% |
$19.6K - $20.1K
|
7.99K
$185K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-292- 2.29% |
$6.62K - $6.8K
|
12.4K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-52.1K- 22.09% |
$1.18M - $1.21M
|
184K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.3K- 3.79% |
$120K - $123K
|
135K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.98K+ 1165.57% |
$113K - $116K
|
5.4K
$125K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
40.2K+ 27.15% |
$911K - $935K
|
188K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-29.4K- 13.42% |
$666K - $683K
|
189K
$4.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
219KNew |
$4.96M - $5.09M
|
219K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.29K+ 26.66% |
$120K - $123K
|
25.1K
$582K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
88KNew |
$1.99M - $2.05M
|
88K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
763+ 1.84% |
$17.3K - $17.8K
|
42.2K
$978K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28K+ 9.36% |
$635K - $652K
|
327K
$7.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.75K- 3.6% |
$39.7K - $40.7K
|
46.9K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-846- 6.52% |
$19.2K - $19.7K
|
12.1K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
98.7K+ 1.34% |
$2.24M - $2.3M
|
7.45M
$173M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.37K+ 9.76% |
$53.7K - $55.1K
|
26.6K
$617K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
170K+ 1033.41% |
$3.85M - $3.95M
|
186K
$4.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12KNew |
$273K - $280K
|
12K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 3.16% |
$38.2K - $39.2K
|
55K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
38.9K+ 382.04% |
$882K - $905K
|
49.1K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-14.7K- 16.43% |
$333K - $342K
|
74.7K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
220K+ 6.86% |
$4.99M - $5.12M
|
3.43M
$79.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.45K- 0.13% |
$32.8K - $33.7K
|
1.14M
$26.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.25K+ 1.44% |
$28.3K - $29.1K
|
87.8K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1.12K+ 1.75% |
$25.3K - $26K
|
65K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-225K- 13.32% |
$5.11M - $5.25M
|
1.47M
$34M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
10.4KNew |
$237K - $243K
|
10.4K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.81K+ 15.01% |
$132K - $135K
|
44.5K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-142- 2.8% |
$3.22K - $3.31K
|
4.92K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
397+ 3.98% |
$9K - $9.24K
|
10.4K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.51K- 17.02% |
$102K - $105K
|
22K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-5.2K- 6.64% |
$118K - $121K
|
73.1K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23K- 2.28% |
$521K - $534K
|
986K
$22.8M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
6.77K+ 8.55% |
$153K - $157K
|
85.9K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6K+ 40.87% |
$331K - $339K
|
50.3K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45K+ 338.27% |
$1.02M - $1.05M
|
58.3K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.12K- 7.46% |
$70.9K - $72.7K
|
38.8K
$898K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48.1K- 2.23% |
$1.09M - $1.12M
|
2.11M
$48.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
37.4K+ 6.77% |
$848K - $870K
|
590K
$13.7M
|