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 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.66K- 30.49% |
$128K - $132K
|
12.9K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.02K- 2.68% |
$136K - $140K
|
218K
$5.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.13K- 21.79% |
$139K - $143K
|
22K
$518K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.24K- 14.78% |
$142K - $145K
|
36K
$847K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-6.32K- 4.31% |
$143K - $147K
|
140K
$3.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.4K- 1.32% |
$145K - $149K
|
479K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-6.45K- 53.41% |
$146K - $150K
|
5.62K
$132K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-6.54K- 40.56% |
$148K - $152K
|
9.58K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-6.55K- 19.37% |
$149K - $153K
|
27.3K
$642K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.59K- 1.63% |
$149K - $153K
|
397K
$9.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.7K- 15.95% |
$152K - $156K
|
35.3K
$832K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-6.83K- 8.95% |
$155K - $159K
|
69.5K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.99K- 40.63% |
$159K - $163K
|
10.2K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-7.04K- 9.43% |
$160K - $164K
|
67.6K
$1.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-7.14K- 16.73% |
$162K - $166K
|
35.5K
$836K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.16K- 21.79% |
$162K - $167K
|
25.7K
$605K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.16K- 39.21% |
$162K - $167K
|
11.1K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-7.29K- 16.36% |
$165K - $170K
|
37.3K
$878K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.38K- 4.46% |
$167K - $172K
|
158K
$3.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.45K- 13.88% |
$169K - $173K
|
46.2K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-8.22K- 21.58% |
$186K - $191K
|
29.9K
$704K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-8.4K- 7.8% |
$191K - $196K
|
99.3K
$2.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.54K- 4.68% |
$194K - $199K
|
174K
$4.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.73K- 4.85% |
$198K - $203K
|
171K
$4.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-8.89K- 13.32% |
$202K - $207K
|
57.8K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-8.95K- 13.37% |
$203K - $208K
|
58K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-9.5K- 24.15% |
$215K - $221K
|
29.8K
$703K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-9.57K- 6.44% |
$217K - $223K
|
139K
$3.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.57K- 1.61% |
$217K - $223K
|
583K
$13.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.76K- 75.33% |
$221K - $227K
|
3.2K
$75.3K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-9.78K- 1.48% |
$222K - $228K
|
650K
$15.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-9.96K- 3.65% |
$226K - $232K
|
263K
$6.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10K- 7.23% |
$228K - $234K
|
129K
$3.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-11K- 14.25% |
$250K - $257K
|
66.4K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-11.7K- 2.7% |
$265K - $272K
|
420K
$9.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-12.2K- 14.22% |
$277K - $284K
|
73.6K
$1.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.1K- 29.75% |
$297K - $305K
|
31K
$729K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.2K- 3.35% |
$299K - $307K
|
380K
$8.96M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.7K- 50.94% |
$311K - $319K
|
13.2K
$311K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-13.7K- 45.14% |
$311K - $319K
|
16.7K
$392K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-14.2K- 14.12% |
$321K - $330K
|
86.1K
$2.03M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-14.4K- 10.68% |
$326K - $334K
|
120K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-14.7K- 16.43% |
$333K - $342K
|
74.7K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-14.8K- 1.26% |
$335K - $344K
|
1.15M
$27.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-15K- 3.04% |
$341K - $350K
|
479K
$11.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-15.2K- 24.79% |
$344K - $353K
|
46K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.8K- 50.06% |
$358K - $367K
|
15.7K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17.5K- 2.85% |
$397K - $407K
|
597K
$14.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-18K- 6.77% |
$409K - $419K
|
248K
$5.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-18.1K- 2.44% |
$411K - $422K
|
725K
$17.1M
|