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 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
557+ 1.02% |
$12.6K - $13K
|
55.1K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
551+ 1.69% |
$12.5K - $12.8K
|
33.1K
$779K
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
542+ 0.82% |
$12.3K - $12.6K
|
66.6K
$1.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
529+ 0.59% |
$12K - $12.3K
|
89.7K
$2.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
512+ 0.53% |
$11.6K - $11.9K
|
97.4K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
491+ 2.86% |
$11.1K - $11.4K
|
17.6K
$415K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
471+ 2.27% |
$10.7K - $11K
|
21.2K
$500K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
458+ 2.01% |
$10.4K - $10.7K
|
23.2K
$547K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
447+ 2.81% |
$10.1K - $10.4K
|
16.3K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
397+ 3.98% |
$9K - $9.24K
|
10.4K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
391+ 13.22% |
$8.87K - $9.1K
|
3.35K
$78.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
330+ 2.89% |
$7.48K - $7.68K
|
11.8K
$277K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
328+ 23.7% |
$7.44K - $7.64K
|
1.71K
$40.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
309+ 2.18% |
$7.01K - $7.19K
|
14.5K
$341K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
300+ 0.52% |
$6.8K - $6.98K
|
58K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
286+ 1.58% |
$6.49K - $6.66K
|
18.4K
$433K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
269+ 0.83% |
$6.1K - $6.26K
|
32.5K
$766K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
268+ 2.03% |
$6.08K - $6.24K
|
13.5K
$318K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
267New |
$6.06K - $6.22K
|
267
$6.29K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
257+ 0.71% |
$5.83K - $5.98K
|
36.5K
$861K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
232+ 252.17% |
$5.26K - $5.4K
|
324
$7.63K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
229+ 1.02% |
$5.19K - $5.33K
|
22.6K
$532K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
228+ 1.03% |
$5.17K - $5.31K
|
22.5K
$529K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
219New |
$4.97K - $5.1K
|
219
$5.16K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
208+ 2.19% |
$4.72K - $4.84K
|
9.72K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
194+ 7.35% |
$4.4K - $4.52K
|
2.83K
$66.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
180+ 2.04% |
$4.08K - $4.19K
|
9.02K
$213K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
180+ 1.76% |
$4.08K - $4.19K
|
10.4K
$245K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
157+ 1.12% |
$3.56K - $3.65K
|
14.2K
$334K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
151+ 0.2% |
$3.42K - $3.52K
|
75.3K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
143New |
$3.24K - $3.33K
|
143
$3.37K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
132+ 1.03% |
$2.99K - $3.07K
|
13K
$306K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
128+ 1.02% |
$2.9K - $2.98K
|
12.7K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
128New |
$2.9K - $2.98K
|
128
$3.01K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
125+ 1.03% |
$2.84K - $2.91K
|
12.3K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
124+ 0.15% |
$2.81K - $2.89K
|
82.5K
$1.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
117+ 0.79% |
$2.65K - $2.72K
|
14.9K
$351K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
108+ 0.11% |
$2.45K - $2.51K
|
97.5K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
102New |
$2.31K - $2.37K
|
102
$2.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
100+ 0.59% |
$2.27K - $2.33K
|
17.2K
$405K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
92+ 1.03% |
$2.09K - $2.14K
|
9.05K
$213K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
89+ 1.02% |
$2.02K - $2.07K
|
8.8K
$207K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
89+ 1.02% |
$2.02K - $2.07K
|
8.83K
$208K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
72+ 3.59% |
$1.63K - $1.68K
|
2.08K
$48.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
65+ 0.3% |
$1.47K - $1.51K
|
21.6K
$508K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
52New |
$1.18K - $1.21K
|
52
$1.22K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
51+ 9.04% |
$1.16K - $1.19K
|
615
$14.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
44+ 0.44% |
$998 - $1.02K
|
10.1K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
41+ 0.13% |
$930 - $954
|
30.5K
$718K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
40+ 0.14% |
$907 - $931
|
27.9K
$657K
|