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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.57K+ 34.12% |
$126K - $130K
|
21.9K
$506K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-353- 1.03% |
$8.01K - $8.22K
|
34K
$784K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.0% |
$22.7 - $23.3
|
24.6K
$568K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
232+ 252.17% |
$5.26K - $5.4K
|
324
$7.48K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-3.1K- 1.83% |
$70.4K - $72.2K
|
167K
$3.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.36K+ 15.07% |
$53.6K - $55K
|
18K
$417K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.48K- 0.87% |
$56.3K - $57.8K
|
281K
$6.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.56K- 2.01% |
$35.5K - $36.4K
|
76.2K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
4.95K+ 0.86% |
$112K - $115K
|
583K
$13.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-103K- 83.99% |
$2.32M - $2.39M
|
19.5K
$451K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-35.7K- 51.54% |
$810K - $831K
|
33.6K
$776K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
23.6K+ 7.87% |
$536K - $550K
|
324K
$7.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-55.3K- 49.49% |
$1.25M - $1.29M
|
56.5K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
28.5KNew |
$646K - $663K
|
28.5K
$658K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.88K- 4.17% |
$111K - $114K
|
112K
$2.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
43.1K+ 3.45% |
$978K - $1M
|
1.29M
$29.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
447+ 2.81% |
$10.1K - $10.4K
|
16.3K
$378K
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-182K- 30.68% |
$4.13M - $4.24M
|
411K
$9.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.45K- 13.88% |
$169K - $173K
|
46.2K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-12.2K- 14.22% |
$277K - $284K
|
73.6K
$1.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-8.4K- 7.8% |
$191K - $196K
|
99.3K
$2.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
26.1K+ 19.08% |
$593K - $608K
|
163K
$3.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-6.45K- 53.41% |
$146K - $150K
|
5.62K
$130K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.48K- 20.24% |
$78.9K - $81K
|
13.7K
$317K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11.4K+ 13.65% |
$259K - $266K
|
95.2K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
465KNew |
$10.5M - $10.8M
|
465K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.1K+ 164.92% |
$342K - $351K
|
24.2K
$559K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-48.7K- 9.49% |
$1.11M - $1.13M
|
465K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
10.5K+ 1.71% |
$237K - $244K
|
623K
$14.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-699- 3.96% |
$15.9K - $16.3K
|
17K
$392K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
150KNew |
$3.4M - $3.49M
|
150K
$3.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-41.7K- 11.68% |
$946K - $971K
|
315K
$7.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.69K+ 8.8% |
$106K - $109K
|
57.9K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-142K- 79.43% |
$3.21M - $3.3M
|
36.7K
$848K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10K- 7.23% |
$228K - $234K
|
129K
$2.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.1K- 2.89% |
$25K - $25.7K
|
37K
$855K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-834- 3.59% |
$18.9K - $19.4K
|
22.4K
$517K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-433- 4.32% |
$9.82K - $10.1K
|
9.59K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-4.6K- 7.44% |
$104K - $107K
|
57.3K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-583K- 45.14% |
$13.2M - $13.6M
|
708K
$16.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
835+ 7.32% |
$18.9K - $19.4K
|
12.2K
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
SELL
|
- |
-960- 9.41% |
$21.8K - $22.3K
|
9.24K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.79KNew |
$199K - $205K
|
8.79K
$203K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
9+ 0.59% |
$204 - $210
|
1.54K
$35.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.38K- 4.46% |
$167K - $172K
|
158K
$3.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
23.9KNew |
$543K - $557K
|
23.9K
$553K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.42K+ 11.84% |
$77.6K - $79.7K
|
32.3K
$747K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
65+ 0.3% |
$1.47K - $1.51K
|
21.6K
$499K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
4.76K+ 4.57% |
$108K - $111K
|
109K
$2.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-636- 2.47% |
$14.4K - $14.8K
|
25.1K
$579K
|