Latest Institutional Purchases of Schwab Us Aggregate Bond ETF (SCHZ)
This list provides information on the latest institutional transactions involving Schwab Us Aggregate Bond ETF (SCHZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
465KNew |
$10.5M - $10.8M
|
465K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
275KNew |
$6.25M - $6.41M
|
275K
$6.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
261K+ 13.29% |
$5.92M - $6.08M
|
2.23M
$51.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
176K+ 3.24% |
$3.98M - $4.09M
|
5.59M
$129M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
150KNew |
$3.4M - $3.49M
|
150K
$3.46M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
135K+ 93.23% |
$3.05M - $3.13M
|
279K
$6.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
124K+ 22.79% |
$2.81M - $2.89M
|
668K
$15.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
78.1K+ 5.65% |
$1.77M - $1.82M
|
1.46M
$33.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
60.2K+ 1.61% |
$1.36M - $1.4M
|
3.81M
$88M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
55KNew |
$1.25M - $1.28M
|
55K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
44.9K+ 12.2% |
$1.02M - $1.04M
|
413K
$9.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
43.1K+ 3.45% |
$978K - $1M
|
1.29M
$29.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
42.1K+ 5.06% |
$954K - $979K
|
873K
$20.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
40.4K+ 86.42% |
$917K - $941K
|
87.2K
$2.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
39K+ 18.44% |
$886K - $909K
|
251K
$5.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
35.4K+ 1.69% |
$803K - $824K
|
2.12M
$49.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
29.9K+ 20.31% |
$678K - $696K
|
177K
$4.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
28.5KNew |
$646K - $663K
|
28.5K
$658K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
26.1K+ 19.08% |
$593K - $608K
|
163K
$3.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
26.1K+ 4.08% |
$592K - $608K
|
667K
$15.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.5K+ 16.03% |
$555K - $570K
|
177K
$4.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
24KNew |
$543K - $558K
|
24K
$553K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
23.9KNew |
$543K - $557K
|
23.9K
$553K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
23.6K+ 7.87% |
$536K - $550K
|
324K
$7.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
21K+ 80.9% |
$477K - $489K
|
47K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17.8K+ 1445.77% |
$403K - $414K
|
19K
$439K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
17.6K+ 10.89% |
$398K - $409K
|
179K
$4.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.7K+ 4.51% |
$356K - $366K
|
364K
$8.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
15.3K+ 39.32% |
$348K - $357K
|
54.3K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.1K+ 164.92% |
$342K - $351K
|
24.2K
$559K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
14.8K+ 7.55% |
$336K - $345K
|
211K
$4.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
13.6K+ 34.47% |
$309K - $318K
|
53.2K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
12.9K+ 1.2% |
$292K - $300K
|
1.08M
$25M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11.4K+ 13.65% |
$259K - $266K
|
95.2K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.8KNew |
$244K - $251K
|
10.8K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
10.5K+ 1.71% |
$237K - $244K
|
623K
$14.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
9.96K+ 71.98% |
$226K - $232K
|
23.8K
$550K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.84K+ 12.52% |
$223K - $229K
|
88.5K
$2.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
9.74KNew |
$221K - $227K
|
9.74K
$225K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.2K+ 3.2% |
$209K - $214K
|
296K
$6.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.89KNew |
$202K - $207K
|
8.89K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.79KNew |
$199K - $205K
|
8.79K
$203K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
8.44K+ 17.01% |
$192K - $197K
|
58.1K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.38K+ 9.44% |
$190K - $195K
|
97.1K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
7.77K+ 10.65% |
$176K - $181K
|
80.7K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
7.16K+ 16.14% |
$162K - $167K
|
51.5K
$1.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.58K+ 11.74% |
$126K - $130K
|
53.1K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.57K+ 34.12% |
$126K - $130K
|
21.9K
$506K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.13K+ 1.69% |
$116K - $119K
|
309K
$7.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
4.95K+ 0.86% |
$112K - $115K
|
583K
$13.5M
|