Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-581K- 24.27% |
$13.6M - $13.8M
|
1.81M
$42.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-213KClosed |
$4.97M - $5.04M
|
0
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-28.9K- 15.37% |
$675K - $684K
|
159K
$3.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-14.7K- 29.05% |
$343K - $348K
|
35.8K
$839K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-12K- 2.64% |
$280K - $283K
|
442K
$10.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-9.44K- 99.99% |
$221K - $224K
|
1
$23.4
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
SELL
|
- |
-9.25K- 3.26% |
$216K - $219K
|
275K
$6.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-8.26K- 3.83% |
$193K - $196K
|
207K
$4.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-7.89K- 8.49% |
$184K - $187K
|
85.1K
$1.99M
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-6.58K- 23.94% |
$154K - $156K
|
20.9K
$489K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-6.21K- 26.06% |
$145K - $147K
|
17.6K
$412K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.95K- 4.88% |
$116K - $117K
|
96.4K
$2.26M
|
|
|
Jan 16, 2026
Q4 2025
|
Blossom Wealth Management
|
SELL
|
- |
-4.48K- 5.28% |
$105K - $106K
|
80.3K
$1.88M
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-4.29K- 28.46% |
$100K - $102K
|
10.8K
$253K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.56K- 24.51% |
$83.2K - $84.3K
|
11K
$257K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.53K- 1.74% |
$82.4K - $83.6K
|
199K
$4.65M
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-3.28K- 0.89% |
$76.7K - $77.8K
|
366K
$8.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-2.22K- 10.15% |
$51.8K - $52.5K
|
19.6K
$459K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.95K- 11.61% |
$45.7K - $46.3K
|
14.9K
$348K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.77K- 4.4% |
$41.4K - $41.9K
|
38.4K
$899K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.34K- 24.56% |
$31.3K - $31.7K
|
4.11K
$96.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 3.24% |
$25.6K - $26K
|
32.8K
$767K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-828- 6.54% |
$19.4K - $19.6K
|
11.8K
$277K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-820- 4.25% |
$19.2K - $19.4K
|
18.5K
$432K
|
|
|
Jan 15, 2026
Q4 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-517- 0.72% |
$12.1K - $12.3K
|
70.9K
$1.66M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-470- 2.53% |
$11K - $11.1K
|
18.1K
$423K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-417- 2.27% |
$9.75K - $9.88K
|
18K
$420K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-276- 2.34% |
$6.45K - $6.54K
|
11.5K
$270K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-184- 3.22% |
$4.3K - $4.36K
|
5.52K
$129K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-172- 0.31% |
$4.02K - $4.08K
|
56.1K
$1.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-135- 1.53% |
$3.15K - $3.2K
|
8.67K
$203K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-132- 1.35% |
$3.08K - $3.13K
|
9.66K
$226K
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-104- 0.11% |
$2.43K - $2.46K
|
97.1K
$2.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-46- 0.1% |
$1.08K - $1.09K
|
45.8K
$1.07M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20- 0.17% |
$467 - $474
|
11.8K
$276K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.22M- 16.42% |
$28M - $28.9M
|
6.23M
$146M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-678K- 16.95% |
$15.5M - $16M
|
3.32M
$77.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-661K- 48.89% |
$15.1M - $15.6M
|
691K
$16.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-373K- 52.62% |
$8.54M - $8.79M
|
336K
$7.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-330K- 9.04% |
$7.56M - $7.78M
|
3.32M
$77.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-201K- 5.88% |
$4.61M - $4.75M
|
3.22M
$75.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-163K- 18.82% |
$3.73M - $3.84M
|
703K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-157K- 15.93% |
$3.6M - $3.7M
|
829K
$19.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-131K- 1.07% |
$3M - $3.08M
|
12.1M
$284M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-122K- 39.76% |
$2.8M - $2.89M
|
186K
$4.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-108K- 80.87% |
$2.48M - $2.55M
|
25.6K
$599K
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-107K- 25.48% |
$2.45M - $2.52M
|
313K
$7.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-87.3K- 5.96% |
$2M - $2.06M
|
1.38M
$32.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
SELL
|
- |
-84.4K- 36.66% |
$1.93M - $1.99M
|
146K
$3.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-84.2K- 24.66% |
$1.93M - $1.98M
|
257K
$6.02M
|
|