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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
911K+ 343.48% |
$20.7M - $21.2M
|
1.18M
$27.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
626K+ 6517.71% |
$14.2M - $14.6M
|
636K
$14.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
602KNew |
$13.7M - $14M
|
602K
$13.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
478K+ 6.92% |
$10.8M - $11.1M
|
7.38M
$171M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
465K+ 14.59% |
$10.5M - $10.8M
|
3.65M
$84.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
465KNew |
$10.5M - $10.8M
|
465K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
299K+ 335.11% |
$6.79M - $6.97M
|
389K
$9M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
275KNew |
$6.25M - $6.41M
|
275K
$6.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
261K+ 13.29% |
$5.92M - $6.08M
|
2.23M
$51.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
200K+ 2.95% |
$4.54M - $4.66M
|
6.99M
$162M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
176K+ 3.24% |
$3.98M - $4.09M
|
5.59M
$129M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 28.41% |
$3.43M - $3.52M
|
683K
$15.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
150KNew |
$3.4M - $3.49M
|
150K
$3.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
142K+ 18.02% |
$3.23M - $3.31M
|
932K
$21.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
139K+ 42.86% |
$3.15M - $3.24M
|
463K
$10.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
135K+ 93.23% |
$3.05M - $3.13M
|
279K
$6.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
130K+ 10.66% |
$2.95M - $3.03M
|
1.35M
$31.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
124K+ 22.79% |
$2.81M - $2.89M
|
668K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
109KNew |
$2.46M - $2.53M
|
109K
$2.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
108K+ 46.17% |
$2.44M - $2.51M
|
341K
$7.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
95.5K+ 10.4% |
$2.17M - $2.22M
|
1.01M
$23.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.2K+ 2.41% |
$2.14M - $2.19M
|
4M
$92.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
85.1KNew |
$1.93M - $1.98M
|
85.1K
$1.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
78.8KNew |
$1.79M - $1.84M
|
78.8K
$1.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
78.1K+ 5.65% |
$1.77M - $1.82M
|
1.46M
$33.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
75.7KNew |
$1.72M - $1.76M
|
75.7K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
74.6K+ 2.94% |
$1.69M - $1.74M
|
2.61M
$60.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
69.4KNew |
$1.57M - $1.62M
|
69.4K
$1.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
60.2K+ 25.03% |
$1.37M - $1.4M
|
301K
$6.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
60.2K+ 1.61% |
$1.36M - $1.4M
|
3.81M
$88.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.8K+ 9.38% |
$1.29M - $1.32M
|
662K
$15.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
55KNew |
$1.25M - $1.28M
|
55K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
45.4KNew |
$1.03M - $1.06M
|
45.4K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
44.9K+ 12.2% |
$1.02M - $1.04M
|
413K
$9.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
43.1K+ 3.45% |
$978K - $1M
|
1.29M
$30M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
42.8K+ 47.42% |
$971K - $997K
|
133K
$3.08M
|
|
|
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
$5.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
35.4K+ 1.69% |
$803K - $824K
|
2.12M
$49.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
35.3K+ 33.31% |
$802K - $823K
|
141K
$3.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
35K+ 30.1% |
$793K - $814K
|
151K
$3.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
29.9K+ 20.31% |
$678K - $696K
|
177K
$4.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
28.5K+ 12.54% |
$646K - $663K
|
256K
$5.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
28.5KNew |
$646K - $663K
|
28.5K
$659K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
26.1K+ 19.08% |
$593K - $608K
|
163K
$3.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
26.1K+ 4.08% |
$592K - $608K
|
667K
$15.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
25.3K+ 2.17% |
$573K - $588K
|
1.19M
$27.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.5K+ 16.03% |
$555K - $570K
|
177K
$4.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.3K+ 5.99% |
$550K - $565K
|
429K
$9.94M
|