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 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
40.4K+ 86.42% |
$917K - $941K
|
87.2K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
40.2K+ 27.15% |
$911K - $935K
|
188K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.4K+ 92.15% |
$893K - $917K
|
82.1K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
39K+ 18.44% |
$886K - $909K
|
251K
$5.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
38.9K+ 382.04% |
$882K - $905K
|
49.1K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
37.4K+ 6.77% |
$848K - $870K
|
590K
$13.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
35.4K+ 1.69% |
$803K - $824K
|
2.12M
$50M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
35.3K+ 33.31% |
$802K - $823K
|
141K
$3.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
35K+ 30.1% |
$793K - $814K
|
151K
$3.56M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
31.2KNew |
$708K - $726K
|
31.2K
$735K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
29.9K+ 20.31% |
$678K - $696K
|
177K
$4.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
28.5K+ 12.54% |
$646K - $663K
|
256K
$6.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
28.5KNew |
$646K - $663K
|
28.5K
$671K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28K+ 9.36% |
$635K - $652K
|
327K
$7.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
26.1K+ 19.08% |
$593K - $608K
|
163K
$3.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
26.1K+ 4.08% |
$592K - $608K
|
667K
$15.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
25.3K+ 2.17% |
$573K - $588K
|
1.19M
$28M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.5K+ 16.03% |
$555K - $570K
|
177K
$4.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.3K+ 5.99% |
$550K - $565K
|
429K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
24.2KNew |
$548K - $562K
|
24.2K
$569K
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
24.1K+ 11.72% |
$548K - $562K
|
230K
$5.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
24KNew |
$543K - $558K
|
24K
$564K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
23.9KNew |
$543K - $557K
|
23.9K
$564K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
23.6K+ 7.87% |
$536K - $550K
|
324K
$7.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.6KNew |
$490K - $503K
|
21.6K
$509K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
21.1K+ 10.16% |
$478K - $490K
|
228K
$5.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
21K+ 80.9% |
$477K - $489K
|
47K
$1.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20.5KNew |
$465K - $477K
|
20.5K
$482K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.1KNew |
$455K - $467K
|
20.1K
$473K
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
18.6KNew |
$422K - $433K
|
18.6K
$438K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18.4K+ 12.34% |
$417K - $428K
|
167K
$3.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17.8K+ 1445.77% |
$403K - $414K
|
19K
$448K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
17.6K+ 10.89% |
$398K - $409K
|
179K
$4.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
15.8K+ 4.46% |
$357K - $367K
|
369K
$8.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.7K+ 4.51% |
$356K - $366K
|
364K
$8.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.5K+ 4.62% |
$351K - $360K
|
351K
$8.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
15.3K+ 39.32% |
$348K - $357K
|
54.3K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.1K+ 164.92% |
$342K - $351K
|
24.2K
$570K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
14.8K+ 7.55% |
$336K - $345K
|
211K
$4.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6K+ 40.87% |
$331K - $339K
|
50.3K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13.9KNew |
$315K - $324K
|
13.9K
$328K
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
13.8K+ 5.02% |
$314K - $322K
|
290K
$6.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.7KNew |
$310K - $318K
|
13.7K
$322K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
13.6K+ 34.47% |
$309K - $318K
|
53.2K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
13.5K+ 26.71% |
$307K - $315K
|
64.2K
$1.51M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
13.2K+ 26.19% |
$300K - $308K
|
63.7K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
12.9K+ 1.2% |
$292K - $300K
|
1.08M
$25.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
12.9KNew |
$292K - $300K
|
12.9K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
12.8K+ 30.45% |
$290K - $298K
|
54.8K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
12.6K+ 38.53% |
$286K - $294K
|
45.4K
$1.07M
|