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 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.3K- 19.13% |
$414K - $425K
|
77.2K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-18.4K- 99.99% |
$417K - $428K
|
2
$47.1
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.2K- 2.13% |
$458K - $470K
|
929K
$21.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20.3K- 14.09% |
$460K - $472K
|
124K
$2.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-20.7K- 11.14% |
$469K - $482K
|
165K
$3.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-22.2K- 5.79% |
$504K - $518K
|
362K
$8.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23K- 2.28% |
$521K - $534K
|
986K
$23.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-23.9K- 10.76% |
$542K - $556K
|
198K
$4.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-24.8K- 6.82% |
$563K - $578K
|
339K
$7.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.9K- 10.58% |
$564K - $579K
|
210K
$4.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-27.1K- 3.82% |
$614K - $630K
|
681K
$16M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-28.3K- 5.17% |
$641K - $658K
|
518K
$12.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-28.5K- 2.8% |
$647K - $664K
|
991K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-29.4K- 13.42% |
$666K - $683K
|
189K
$4.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-30.7K- 41.47% |
$696K - $715K
|
43.3K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-35.7K- 51.54% |
$810K - $831K
|
33.6K
$791K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-38.2K- 24.3% |
$867K - $890K
|
119K
$2.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-39.7K- 0.8% |
$901K - $925K
|
4.9M
$115M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40.7K- 16.93% |
$922K - $947K
|
200K
$4.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-41.7K- 11.68% |
$946K - $971K
|
315K
$7.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-45.4K- 23.6% |
$1.03M - $1.06M
|
147K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48.1K- 2.23% |
$1.09M - $1.12M
|
2.11M
$49.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-48.7K- 9.49% |
$1.11M - $1.13M
|
465K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-52.1K- 22.09% |
$1.18M - $1.21M
|
184K
$4.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-52.4K- 31.81% |
$1.19M - $1.22M
|
112K
$2.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-55.3K- 49.49% |
$1.25M - $1.29M
|
56.5K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-59K- 13.02% |
$1.34M - $1.37M
|
394K
$9.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-59.7K- 48.26% |
$1.35M - $1.39M
|
64K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-61.5K- 5.65% |
$1.4M - $1.43M
|
1.03M
$24.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-61.5K- 5.65% |
$1.4M - $1.43M
|
1.03M
$24.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-63K- 67.72% |
$1.43M - $1.47M
|
30K
$707K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-71.5K- 23.66% |
$1.62M - $1.66M
|
231K
$5.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-80.1K- 46.13% |
$1.82M - $1.86M
|
93.5K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-82.5K- 82.23% |
$1.87M - $1.92M
|
17.8K
$420K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-83.1K- 10.05% |
$1.88M - $1.93M
|
744K
$17.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-84.9K- 26.88% |
$1.93M - $1.98M
|
231K
$5.44M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-86.2K- 11.87% |
$1.96M - $2.01M
|
640K
$15.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-90K- 33.62% |
$2.04M - $2.1M
|
178K
$4.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-92.8K- 64.88% |
$2.1M - $2.16M
|
50.2K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-96.7K- 23.89% |
$2.19M - $2.25M
|
308K
$7.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-101K- 6.8% |
$2.3M - $2.36M
|
1.39M
$32.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-103K- 7.53% |
$2.32M - $2.39M
|
1.26M
$29.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-103K- 83.99% |
$2.32M - $2.39M
|
19.5K
$460K
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-108K- 11.3% |
$2.46M - $2.52M
|
850K
$20M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-112K- 3.03% |
$2.54M - $2.6M
|
3.58M
$84.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-126K- 28.72% |
$2.85M - $2.93M
|
312K
$7.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-129K- 11.65% |
$2.92M - $3M
|
976K
$23M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-142K- 79.43% |
$3.21M - $3.3M
|
36.7K
$864K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-173K- 47.87% |
$3.93M - $4.04M
|
189K
$4.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-182K- 30.68% |
$4.13M - $4.24M
|
411K
$9.68M
|