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 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-192K- 44.56% |
$4.36M - $4.48M
|
239K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-225K- 13.32% |
$5.11M - $5.25M
|
1.47M
$34.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-282K- 7.18% |
$6.4M - $6.57M
|
3.65M
$85.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-332K- 96.12% |
$7.53M - $7.73M
|
13.4K
$315K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-583K- 45.14% |
$13.2M - $13.6M
|
708K
$16.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-947K- 35.68% |
$21.5M - $22M
|
1.71M
$40.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1.06M- 93.46% |
$24.1M - $24.7M
|
74.3K
$1.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-1.11M- 98.12% |
$25.2M - $25.9M
|
21.3K
$501K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.17M- 53.6% |
$26.5M - $27.2M
|
1.01M
$23.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.04M- 86.66% |
$46.2M - $47.4M
|
314K
$7.39M
|