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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
517New |
$11.8K - $12.2K
|
517
$12.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
505+ 0.12% |
$11.6K - $11.9K
|
430K
$10.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
485+ 3.25% |
$11.1K - $11.4K
|
15.4K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
456+ 4.46% |
$10.4K - $10.8K
|
10.7K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
455+ 1.22% |
$10.4K - $10.7K
|
37.7K
$883K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
425+ 1.25% |
$9.73K - $10K
|
34.4K
$804K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
421+ 3.34% |
$9.64K - $9.93K
|
13K
$304K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
407+ 1.35% |
$9.32K - $9.6K
|
30.6K
$715K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
406+ 1.75% |
$9.3K - $9.57K
|
23.6K
$553K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
400+ 3.78% |
$9.16K - $9.43K
|
11K
$257K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
398+ 2.42% |
$9.11K - $9.38K
|
16.9K
$395K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
367+ 2.2% |
$8.4K - $8.65K
|
17K
$398K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
358+ 3.22% |
$8.2K - $8.44K
|
11.5K
$268K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
353+ 1.72% |
$8.08K - $8.32K
|
20.9K
$489K
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
343+ 1.12% |
$7.85K - $8.09K
|
30.8K
$721K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
340+ 0.15% |
$7.79K - $8.02K
|
231K
$5.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
340+ 0.93% |
$7.79K - $8.02K
|
36.9K
$863K
|
|
|
Oct 07, 2025
Q3 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
332+ 2.82% |
$7.6K - $7.83K
|
12.1K
$283K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
324+ 0.52% |
$7.42K - $7.64K
|
62.6K
$1.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
310+ 1.88% |
$7.1K - $7.31K
|
16.8K
$393K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
289+ 3.06% |
$6.62K - $6.81K
|
9.74K
$228K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
268New |
$6.14K - $6.32K
|
268
$6.27K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
257+ 2.14% |
$5.89K - $6.06K
|
12.3K
$287K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
245+ 1.79% |
$5.61K - $5.78K
|
13.9K
$325K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
223+ 2.15% |
$5.11K - $5.26K
|
10.6K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
223+ 0.74% |
$5.11K - $5.26K
|
30.2K
$706K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
222New |
$5.08K - $5.23K
|
222
$5.19K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
220+ 3.19% |
$5.04K - $5.19K
|
7.12K
$167K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
209+ 3.35% |
$4.79K - $4.93K
|
6.45K
$151K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
206+ 0.75% |
$4.72K - $4.86K
|
27.7K
$649K
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
182+ 0.36% |
$4.17K - $4.29K
|
50.7K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
182+ 3.29% |
$4.17K - $4.29K
|
5.71K
$134K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
149+ 0.14% |
$3.41K - $3.51K
|
104K
$2.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
135+ 0.71% |
$3.09K - $3.18K
|
19.1K
$446K
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
132+ 1.02% |
$3.02K - $3.11K
|
13.1K
$307K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
131+ 0.22% |
$3K - $3.09K
|
59.6K
$1.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
130+ 1.48% |
$2.98K - $3.07K
|
8.89K
$208K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
130+ 0.45% |
$2.98K - $3.07K
|
28.8K
$674K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
129+ 1.02% |
$2.95K - $3.04K
|
12.8K
$299K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
126+ 1.02% |
$2.89K - $2.97K
|
12.4K
$291K
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
108+ 1.02% |
$2.47K - $2.55K
|
10.7K
$251K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
102+ 0.15% |
$2.34K - $2.41K
|
69.6K
$1.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
98+ 0.23% |
$2.24K - $2.31K
|
41.8K
$979K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
92+ 1.02% |
$2.11K - $2.17K
|
9.14K
$214K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
90+ 1.02% |
$2.06K - $2.12K
|
8.89K
$208K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
87+ 0.24% |
$1.99K - $2.05K
|
35.6K
$834K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
70+ 0.07% |
$1.6K - $1.65K
|
97.2K
$2.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
64New |
$1.47K - $1.51K
|
64
$1.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
59+ 0.62% |
$1.35K - $1.39K
|
9.64K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
58+ 1.03% |
$1.33K - $1.37K
|
5.68K
$133K
|
|