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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.04M- 86.66% |
$46.2M - $47.4M
|
314K
$7.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.17M- 53.6% |
$26.5M - $27.2M
|
1.01M
$23.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-1.11M- 98.12% |
$25.2M - $25.9M
|
21.3K
$493K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1.06M- 93.46% |
$24.1M - $24.7M
|
74.3K
$1.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-947K- 35.68% |
$21.5M - $22M
|
1.71M
$39.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-583K- 45.14% |
$13.2M - $13.6M
|
708K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-332K- 96.12% |
$7.53M - $7.73M
|
13.4K
$310K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-282K- 7.18% |
$6.4M - $6.57M
|
3.65M
$84.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-225K- 13.32% |
$5.11M - $5.25M
|
1.47M
$34M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-192K- 44.56% |
$4.36M - $4.48M
|
239K
$5.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-182K- 30.68% |
$4.13M - $4.24M
|
411K
$9.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-173K- 47.87% |
$3.93M - $4.04M
|
189K
$4.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-142K- 79.43% |
$3.21M - $3.3M
|
36.7K
$850K
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-129K- 11.65% |
$2.92M - $3M
|
976K
$22.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-126K- 28.72% |
$2.85M - $2.93M
|
312K
$7.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-112K- 3.03% |
$2.54M - $2.6M
|
3.58M
$82.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-108K- 11.3% |
$2.46M - $2.52M
|
850K
$19.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-103K- 83.99% |
$2.32M - $2.39M
|
19.5K
$453K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-103K- 7.53% |
$2.32M - $2.39M
|
1.26M
$29.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-101K- 6.8% |
$2.3M - $2.36M
|
1.39M
$32.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-96.7K- 23.89% |
$2.19M - $2.25M
|
308K
$7.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-92.8K- 64.88% |
$2.1M - $2.16M
|
50.2K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-90K- 33.62% |
$2.04M - $2.1M
|
178K
$4.12M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-86.2K- 11.87% |
$1.96M - $2.01M
|
640K
$14.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-84.9K- 26.88% |
$1.93M - $1.98M
|
231K
$5.35M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-83.1K- 10.05% |
$1.88M - $1.93M
|
744K
$17.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-82.5K- 82.23% |
$1.87M - $1.92M
|
17.8K
$413K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-80.1K- 46.13% |
$1.82M - $1.86M
|
93.5K
$2.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-71.5K- 23.66% |
$1.62M - $1.66M
|
231K
$5.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-63K- 67.72% |
$1.43M - $1.47M
|
30K
$696K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-61.5K- 5.65% |
$1.4M - $1.43M
|
1.03M
$23.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-61.5K- 5.65% |
$1.4M - $1.43M
|
1.03M
$23.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-59.7K- 48.26% |
$1.35M - $1.39M
|
64K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-59K- 13.02% |
$1.34M - $1.37M
|
394K
$9.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-55.3K- 49.49% |
$1.25M - $1.29M
|
56.5K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-52.4K- 31.81% |
$1.19M - $1.22M
|
112K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-52.1K- 22.09% |
$1.18M - $1.21M
|
184K
$4.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-48.7K- 9.49% |
$1.11M - $1.13M
|
465K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48.1K- 2.23% |
$1.09M - $1.12M
|
2.11M
$48.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-45.4K- 23.6% |
$1.03M - $1.06M
|
147K
$3.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-41.7K- 11.68% |
$946K - $971K
|
315K
$7.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40.7K- 16.93% |
$922K - $947K
|
200K
$4.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-39.7K- 0.8% |
$901K - $925K
|
4.9M
$114M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-38.2K- 24.3% |
$867K - $890K
|
119K
$2.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-35.7K- 51.54% |
$810K - $831K
|
33.6K
$778K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-30.7K- 41.47% |
$696K - $715K
|
43.3K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-29.4K- 13.42% |
$666K - $683K
|
189K
$4.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-28.5K- 2.8% |
$647K - $664K
|
991K
$22.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-28.3K- 5.17% |
$641K - $658K
|
518K
$12M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-27.1K- 3.82% |
$614K - $630K
|
681K
$15.8M
|