Purchases and Sales Made in Q1 2025 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB US AGGREGATE BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-164- 11.76% |
$3.68K - $3.81K
|
1.23K
$28.5K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-172- 1.27% |
$3.86K - $4K
|
13.3K
$309K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-184- 1.61% |
$4.13K - $4.28K
|
11.2K
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-188- 0.79% |
$4.22K - $4.37K
|
23.7K
$549K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-196- 1.57% |
$4.4K - $4.56K
|
12.3K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-200- 0.34% |
$4.49K - $4.65K
|
59.5K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-206- 2.27% |
$4.63K - $4.79K
|
8.85K
$205K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-214- 0.34% |
$4.81K - $4.98K
|
61.9K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-228- 1.99% |
$5.12K - $5.3K
|
11.2K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-230- 0.76% |
$5.17K - $5.35K
|
30K
$693K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-249- 0.13% |
$5.59K - $5.79K
|
192K
$4.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-250- 1.26% |
$5.62K - $5.82K
|
19.6K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-261- 2.49% |
$5.86K - $6.07K
|
10.2K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-271- 0.46% |
$6.09K - $6.3K
|
58.6K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-273- 2.43% |
$6.13K - $6.35K
|
10.9K
$253K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-318- 1.62% |
$7.14K - $7.4K
|
19.3K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-336- 2.04% |
$7.55K - $7.82K
|
16.1K
$373K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-358- 0.07% |
$8.04K - $8.33K
|
498K
$11.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-363- 0.83% |
$8.15K - $8.44K
|
43.2K
$999K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-394- 2.28% |
$8.85K - $9.16K
|
16.9K
$391K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-428- 3.22% |
$9.61K - $9.96K
|
12.9K
$298K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-430- 5.87% |
$9.66K - $10K
|
6.9K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-470- 1.97% |
$10.6K - $10.9K
|
23.4K
$542K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-475- 42.56% |
$10.7K - $11K
|
641
$14.8K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-480- 0.14% |
$10.8K - $11.2K
|
335K
$7.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-482- 3.15% |
$10.8K - $11.2K
|
14.8K
$343K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-506- 2.86% |
$11.4K - $11.8K
|
17.2K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-520- 1.22% |
$11.7K - $12.1K
|
42.1K
$974K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-523- 1.2% |
$11.7K - $12.2K
|
43.1K
$997K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-578- 65.38% |
$13K - $13.4K
|
306
$7.08K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-579- 57.27% |
$13K - $13.5K
|
432
$10K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-612- 6.04% |
$13.7K - $14.2K
|
9.52K
$220K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-645- 6.33% |
$14.5K - $15K
|
9.55K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-649- 2.57% |
$14.6K - $15.1K
|
24.6K
$569K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-650- 0.73% |
$14.6K - $15.1K
|
88.2K
$2.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-795- 1.97% |
$17.9K - $18.5K
|
39.6K
$916K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-944- 6.05% |
$21.2K - $22K
|
14.7K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-946- 0.16% |
$21.2K - $22K
|
605K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-995- 8.86% |
$22.3K - $23.1K
|
10.2K
$237K
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-1.01K- 5.59% |
$22.7K - $23.5K
|
17.1K
$395K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.16K- 1.78% |
$26.1K - $27K
|
64K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.21K- 9.59% |
$27.2K - $28.2K
|
11.4K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-1.23K- 2.79% |
$27.6K - $28.6K
|
42.8K
$991K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.25K- 12.46% |
$28K - $29K
|
8.74K
$202K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.25K- 2.15% |
$28.1K - $29.1K
|
56.8K
$1.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.27K- 2.04% |
$28.5K - $29.5K
|
60.8K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.31K- 4.57% |
$29.4K - $30.4K
|
27.3K
$633K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.33K- 6.35% |
$29.8K - $30.8K
|
19.5K
$452K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.36K- 11.81% |
$30.5K - $31.6K
|
10.1K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.36K- 7.16% |
$30.5K - $31.6K
|
17.6K
$408K
|