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 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
4.3K+ 13.76% |
$97.5K - $100K
|
35.5K
$837K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
3.79K+ 4.3% |
$85.9K - $88.2K
|
91.8K
$2.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.42K+ 11.84% |
$77.6K - $79.7K
|
32.3K
$761K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.39K+ 1210.71% |
$76.9K - $78.9K
|
3.67K
$86.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
3.27KNew |
$74.2K - $76.1K
|
3.27K
$77K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.15KNew |
$71.3K - $73.2K
|
3.15K
$74.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.13K+ 6.59% |
$70.9K - $72.8K
|
50.5K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.64K+ 4.12% |
$59.8K - $61.4K
|
66.7K
$1.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.63K+ 4.32% |
$59.7K - $61.2K
|
63.5K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.62K+ 7.0% |
$59.3K - $60.9K
|
40K
$941K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.61K+ 21.25% |
$59.1K - $60.7K
|
14.9K
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.56K+ 3.4% |
$58.1K - $59.6K
|
77.9K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2.56K+ 3.24% |
$58K - $59.6K
|
81.6K
$1.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.47K+ 4.26% |
$56K - $57.5K
|
60.5K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.37K+ 9.76% |
$53.7K - $55.1K
|
26.6K
$627K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.36K+ 15.07% |
$53.6K - $55K
|
18K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.23K+ 164.84% |
$50.5K - $51.8K
|
3.58K
$84.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.19K+ 18.45% |
$49.7K - $51K
|
14.1K
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.13K+ 0.9% |
$48.3K - $49.6K
|
239K
$5.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.02K+ 20.15% |
$45.7K - $46.9K
|
12K
$283K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.97K+ 5.08% |
$44.8K - $46K
|
40.8K
$961K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
1.94K+ 2.21% |
$43.9K - $45.1K
|
89.7K
$2.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.84K+ 19.88% |
$41.8K - $42.9K
|
11.1K
$262K
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1.81K+ 0.97% |
$41.1K - $42.1K
|
189K
$4.44M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.71K+ 6.65% |
$38.8K - $39.8K
|
27.4K
$646K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 3.16% |
$38.2K - $39.2K
|
55K
$1.29M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.67K+ 14.18% |
$37.9K - $38.9K
|
13.4K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.62K+ 1.6% |
$36.8K - $37.8K
|
103K
$2.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.58K+ 0.69% |
$35.8K - $36.8K
|
230K
$5.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.43K+ 0.12% |
$32.4K - $33.2K
|
1.17M
$27.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.42K+ 0.31% |
$32.2K - $33.1K
|
458K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.41K+ 9.28% |
$32K - $32.8K
|
16.6K
$391K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 39.95% |
$30.5K - $31.3K
|
4.71K
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.25K+ 1.44% |
$28.3K - $29.1K
|
87.8K
$2.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.2K+ 13.54% |
$27.2K - $27.9K
|
10.1K
$237K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.19K+ 12.64% |
$26.9K - $27.6K
|
10.6K
$249K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.18K+ 3.89% |
$26.6K - $27.4K
|
31.4K
$740K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1.12K+ 1.75% |
$25.3K - $26K
|
65K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 2.65% |
$25.3K - $25.9K
|
43.1K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.02K+ 0.58% |
$23.2K - $23.8K
|
177K
$4.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
909+ 17.04% |
$20.6K - $21.2K
|
6.24K
$147K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
860+ 0.18% |
$19.5K - $20K
|
483K
$11.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
835+ 7.32% |
$18.9K - $19.4K
|
12.2K
$288K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
825+ 4.25% |
$18.7K - $19.2K
|
20.2K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
763+ 1.84% |
$17.3K - $17.8K
|
42.2K
$994K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
751+ 2.35% |
$17K - $17.5K
|
32.8K
$772K
|
|
|
Aug 07, 2025
Q2 2025
|
Verity Wealth Advisors
|
BUY
|
- |
746+ 1.95% |
$16.9K - $17.4K
|
39.1K
$920K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
719+ 8.36% |
$16.3K - $16.7K
|
9.32K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
687+ 0.42% |
$15.6K - $16K
|
164K
$3.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
621+ 4.47% |
$14.1K - $14.5K
|
14.5K
$342K
|