Purchases and Sales Made in Q2 2025 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
261K+ 13.29% |
$5.92M - $6.08M
|
2.23M
$51.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
135K+ 93.23% |
$3.05M - $3.13M
|
279K
$6.46M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
55KNew |
$1.25M - $1.28M
|
55K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
40.4K+ 86.42% |
$917K - $941K
|
87.2K
$2.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
29.9K+ 20.31% |
$678K - $696K
|
177K
$4.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
26.1K+ 4.08% |
$592K - $608K
|
667K
$15.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
24KNew |
$543K - $558K
|
24K
$555K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
21K+ 80.9% |
$477K - $489K
|
47K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17.8K+ 1445.77% |
$403K - $414K
|
19K
$440K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.38K+ 9.44% |
$190K - $195K
|
97.1K
$2.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.58K+ 11.74% |
$126K - $130K
|
53.1K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
4.85K+ 11.43% |
$110K - $113K
|
47.2K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
4.3K+ 13.76% |
$97.5K - $100K
|
35.5K
$823K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.63K+ 4.32% |
$59.7K - $61.2K
|
63.5K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
1.94K+ 2.21% |
$43.9K - $45.1K
|
89.7K
$2.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.18K+ 3.89% |
$26.6K - $27.4K
|
31.4K
$727K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
860+ 0.18% |
$19.5K - $20K
|
483K
$11.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
330+ 2.89% |
$7.48K - $7.68K
|
11.8K
$272K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
268+ 2.03% |
$6.08K - $6.24K
|
13.5K
$312K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
229+ 1.02% |
$5.19K - $5.33K
|
22.6K
$523K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
108+ 0.11% |
$2.45K - $2.51K
|
97.5K
$2.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
100+ 0.59% |
$2.27K - $2.33K
|
17.2K
$398K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
72+ 3.59% |
$1.63K - $1.68K
|
2.08K
$48.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
30+ 0.05% |
$680 - $698
|
56.8K
$1.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 1.05% |
$68 - $69.8
|
290
$6.71K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-4- 0.01% |
$90.7 - $93.1
|
36.2K
$838K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-29- 0.15% |
$658 - $675
|
19.5K
$452K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-123- 98.4% |
$2.79K - $2.86K
|
2
$46.3
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-328- 0.78% |
$7.44K - $7.64K
|
41.7K
$966K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-384- 2.67% |
$8.71K - $8.94K
|
14K
$324K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-396- 2.03% |
$8.98K - $9.22K
|
19.1K
$443K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-434- 1.26% |
$9.84K - $10.1K
|
33.9K
$786K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-623- 3.19% |
$14.1K - $14.5K
|
18.9K
$438K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-712- 1.37% |
$16.1K - $16.6K
|
51.1K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-929- 2.82% |
$21.1K - $21.6K
|
32K
$741K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-949- 6.63% |
$21.5K - $22.1K
|
13.4K
$309K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-1.01K- 0.66% |
$22.9K - $23.5K
|
151K
$3.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-1.02K- 7.62% |
$23K - $23.7K
|
12.3K
$285K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.11K- 3.58% |
$25.2K - $25.9K
|
30K
$694K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.41K- 4.33% |
$31.9K - $32.7K
|
31.1K
$719K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.64K- 12.2% |
$37.2K - $38.2K
|
11.8K
$273K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-1.66K- 2.03% |
$37.6K - $38.6K
|
80.1K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.17K- 11.78% |
$49.2K - $50.5K
|
16.3K
$376K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-2.43K- 9.14% |
$55.1K - $56.6K
|
24.2K
$559K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-2.89K- 3.44% |
$65.5K - $67.2K
|
80.9K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2.96K- 9.72% |
$67.1K - $68.9K
|
27.5K
$636K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.86K- 14.12% |
$87.5K - $89.8K
|
23.5K
$543K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.94K- 12.84% |
$89.4K - $91.7K
|
26.7K
$619K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-4.75K- 5.31% |
$108K - $111K
|
84.7K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-5.52K- 2.87% |
$125K - $128K
|
187K
$4.32M
|