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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
911K+ 343.48% |
$20.7M - $21.2M
|
1.18M
$27.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
626K+ 6517.71% |
$14.2M - $14.6M
|
636K
$15M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
602KNew |
$13.7M - $14M
|
602K
$14.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
478K+ 6.92% |
$10.8M - $11.1M
|
7.38M
$174M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
465K+ 14.59% |
$10.5M - $10.8M
|
3.65M
$86M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
465KNew |
$10.5M - $10.8M
|
465K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
299K+ 335.11% |
$6.79M - $6.97M
|
389K
$9.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
275KNew |
$6.25M - $6.41M
|
275K
$6.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
261K+ 13.29% |
$5.92M - $6.08M
|
2.23M
$52.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
228K+ 35.86% |
$5.18M - $5.32M
|
865K
$20.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
225K+ 93.98% |
$5.1M - $5.23M
|
464K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
220K+ 6.86% |
$4.99M - $5.12M
|
3.43M
$80.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
219KNew |
$4.96M - $5.09M
|
219K
$5.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
200K+ 2.95% |
$4.54M - $4.66M
|
6.99M
$165M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
176K+ 3.24% |
$3.98M - $4.09M
|
5.59M
$132M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
170K+ 1033.41% |
$3.85M - $3.95M
|
186K
$4.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 28.41% |
$3.43M - $3.52M
|
683K
$16.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
150KNew |
$3.4M - $3.49M
|
150K
$3.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
142K+ 18.02% |
$3.23M - $3.31M
|
932K
$22M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
139K+ 42.86% |
$3.15M - $3.24M
|
463K
$10.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
135K+ 93.23% |
$3.05M - $3.13M
|
279K
$6.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
134KNew |
$3.03M - $3.11M
|
134K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
130K+ 10.66% |
$2.95M - $3.03M
|
1.35M
$31.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
124K+ 22.79% |
$2.81M - $2.89M
|
668K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
114K+ 10.24% |
$2.58M - $2.65M
|
1.22M
$28.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
109KNew |
$2.46M - $2.53M
|
109K
$2.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
108K+ 46.17% |
$2.44M - $2.51M
|
341K
$8.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
98.7K+ 1.34% |
$2.24M - $2.3M
|
7.45M
$175M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
95.5K+ 10.4% |
$2.17M - $2.22M
|
1.01M
$23.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.2K+ 2.41% |
$2.14M - $2.19M
|
4M
$94.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
88KNew |
$1.99M - $2.05M
|
88K
$2.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
85.1KNew |
$1.93M - $1.98M
|
85.1K
$2M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
82.2K+ 12.13% |
$1.86M - $1.91M
|
760K
$17.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
78.8KNew |
$1.79M - $1.84M
|
78.8K
$1.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
78.1K+ 5.65% |
$1.77M - $1.82M
|
1.46M
$34.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
75.7KNew |
$1.72M - $1.76M
|
75.7K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
74.6K+ 2.94% |
$1.69M - $1.74M
|
2.61M
$61.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
69.4KNew |
$1.57M - $1.62M
|
69.4K
$1.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
60.2K+ 25.03% |
$1.37M - $1.4M
|
301K
$7.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
60.2K+ 1.61% |
$1.36M - $1.4M
|
3.81M
$89.7M
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
57.2K+ 4.91% |
$1.3M - $1.33M
|
1.22M
$28.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.8K+ 9.38% |
$1.29M - $1.32M
|
662K
$15.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
55KNew |
$1.25M - $1.28M
|
55K
$1.3M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
49.9KNew |
$1.13M - $1.16M
|
49.9K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
45.4KNew |
$1.03M - $1.06M
|
45.4K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45K+ 338.27% |
$1.02M - $1.05M
|
58.3K
$1.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
44.9K+ 12.2% |
$1.02M - $1.04M
|
413K
$9.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
43.1K+ 3.45% |
$978K - $1M
|
1.29M
$30.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
42.8K+ 47.42% |
$971K - $997K
|
133K
$3.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
42.1K+ 5.06% |
$954K - $979K
|
873K
$20.6M
|