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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12KNew |
$273K - $280K
|
12K
$283K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11.9K+ 4.7% |
$271K - $278K
|
266K
$6.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
11.8KNew |
$267K - $274K
|
11.8K
$277K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11.4K+ 13.65% |
$259K - $266K
|
95.2K
$2.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
11K+ 5.96% |
$250K - $257K
|
196K
$4.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.8KNew |
$244K - $251K
|
10.8K
$253K
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
10.6KNew |
$241K - $247K
|
10.6K
$250K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 2.49% |
$238K - $244K
|
431K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
10.5K+ 1.71% |
$237K - $244K
|
623K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
10.4KNew |
$237K - $243K
|
10.4K
$246K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 8.77% |
$228K - $234K
|
125K
$2.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10KNew |
$227K - $233K
|
10K
$236K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
9.96K+ 71.98% |
$226K - $232K
|
23.8K
$560K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.84K+ 12.52% |
$223K - $229K
|
88.5K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
9.74KNew |
$221K - $227K
|
9.74K
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.38K+ 68.56% |
$213K - $218K
|
23K
$543K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.2K+ 3.2% |
$209K - $214K
|
296K
$6.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.89KNew |
$202K - $207K
|
8.89K
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.79KNew |
$199K - $205K
|
8.79K
$207K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
8.76KNew |
$199K - $204K
|
8.76K
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
8.74K+ 10.39% |
$198K - $204K
|
92.9K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.72KNew |
$198K - $203K
|
8.72K
$205K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
8.44K+ 17.01% |
$192K - $197K
|
58.1K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.38K+ 9.44% |
$190K - $195K
|
97.1K
$2.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.18K+ 36.56% |
$186K - $191K
|
30.6K
$720K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
7.84K+ 8.9% |
$178K - $183K
|
96K
$2.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
7.77K+ 10.65% |
$176K - $181K
|
80.7K
$1.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
7.73K+ 7.89% |
$175K - $180K
|
106K
$2.49M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
7.16K+ 16.14% |
$162K - $167K
|
51.5K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.93K+ 1694.38% |
$157K - $161K
|
7.34K
$173K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.82K+ 6.37% |
$155K - $159K
|
114K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
6.77K+ 8.55% |
$153K - $157K
|
85.9K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
6.37K+ 217.54% |
$145K - $148K
|
9.3K
$219K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.28K+ 3.41% |
$142K - $146K
|
191K
$4.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
6.22K+ 1.75% |
$141K - $145K
|
362K
$8.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.11K+ 53.6% |
$139K - $142K
|
17.5K
$413K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
6.1KNew |
$138K - $142K
|
6.1K
$144K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.81K+ 15.01% |
$132K - $135K
|
44.5K
$1.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.58K+ 11.74% |
$126K - $130K
|
53.1K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.57K+ 34.12% |
$126K - $130K
|
21.9K
$515K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.53K+ 0.86% |
$125K - $129K
|
647K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.29K+ 26.66% |
$120K - $123K
|
25.1K
$592K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.13K+ 1.69% |
$116K - $119K
|
309K
$7.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.98K+ 1165.57% |
$113K - $116K
|
5.4K
$127K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
4.95K+ 0.86% |
$112K - $115K
|
583K
$13.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
4.85K+ 11.43% |
$110K - $113K
|
47.2K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
4.76K+ 4.57% |
$108K - $111K
|
109K
$2.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.69K+ 8.8% |
$106K - $109K
|
57.9K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.45K+ 15.27% |
$101K - $104K
|
33.6K
$791K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.37K+ 3.03% |
$99.1K - $102K
|
149K
$3.5M
|