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
$7.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-947K- 35.68% |
$21.5M - $22M
|
1.71M
$39.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-583K- 45.14% |
$13.2M - $13.6M
|
708K
$16.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-182K- 30.68% |
$4.13M - $4.24M
|
411K
$9.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-173K- 47.87% |
$3.93M - $4.04M
|
189K
$4.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-142K- 79.43% |
$3.21M - $3.3M
|
36.7K
$848K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-112K- 3.03% |
$2.54M - $2.6M
|
3.58M
$82.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-108K- 11.3% |
$2.46M - $2.52M
|
850K
$19.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-103K- 83.99% |
$2.32M - $2.39M
|
19.5K
$451K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-90K- 33.62% |
$2.04M - $2.1M
|
178K
$4.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-84.9K- 26.88% |
$1.93M - $1.98M
|
231K
$5.34M
|
|
|
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
$412K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-63K- 67.72% |
$1.43M - $1.47M
|
30K
$694K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-59.7K- 48.26% |
$1.35M - $1.39M
|
64K
$1.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-55.3K- 49.49% |
$1.25M - $1.29M
|
56.5K
$1.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-52.4K- 31.81% |
$1.19M - $1.22M
|
112K
$2.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-48.7K- 9.49% |
$1.11M - $1.13M
|
465K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-45.4K- 23.6% |
$1.03M - $1.06M
|
147K
$3.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-41.7K- 11.68% |
$946K - $971K
|
315K
$7.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-35.7K- 51.54% |
$810K - $831K
|
33.6K
$776K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-28.5K- 2.8% |
$647K - $664K
|
991K
$22.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.9K- 10.58% |
$564K - $579K
|
210K
$4.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-20.7K- 11.14% |
$469K - $482K
|
165K
$3.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-15K- 3.04% |
$341K - $350K
|
479K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.2K- 3.35% |
$299K - $307K
|
380K
$8.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.1K- 29.75% |
$297K - $305K
|
31K
$715K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-12.2K- 14.22% |
$277K - $284K
|
73.6K
$1.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-11K- 14.25% |
$250K - $257K
|
66.4K
$1.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10K- 7.23% |
$228K - $234K
|
129K
$2.97M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-9.78K- 1.48% |
$222K - $228K
|
650K
$15M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-9.57K- 6.44% |
$217K - $223K
|
139K
$3.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-9.5K- 24.15% |
$215K - $221K
|
29.8K
$689K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-8.4K- 7.8% |
$191K - $196K
|
99.3K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-8.22K- 21.58% |
$186K - $191K
|
29.9K
$690K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.45K- 13.88% |
$169K - $173K
|
46.2K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.38K- 4.46% |
$167K - $172K
|
158K
$3.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.7K- 15.95% |
$152K - $156K
|
35.3K
$816K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.59K- 1.63% |
$149K - $153K
|
397K
$9.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-6.55K- 19.37% |
$149K - $153K
|
27.3K
$630K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-6.54K- 40.56% |
$148K - $152K
|
9.58K
$221K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-6.45K- 53.41% |
$146K - $150K
|
5.62K
$130K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.13K- 21.79% |
$139K - $143K
|
22K
$508K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-5.52K- 2.87% |
$125K - $128K
|
187K
$4.31M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-5.3K- 10.88% |
$120K - $123K
|
43.4K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.2K- 15.35% |
$118K - $121K
|
28.7K
$662K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.88K- 4.17% |
$111K - $114K
|
112K
$2.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.8K- 20.1% |
$109K - $112K
|
19.1K
$441K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-4.75K- 5.31% |
$108K - $111K
|
84.7K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4.7K- 89.1% |
$107K - $109K
|
575
$13.3K
|