Purchases and Sales Made in Q2 2025 in Schwab Us Aggregate Bond ETF (SCHZ)

SCHZ Quotes by TradingView

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 25, 2025 Q2 2025
Stephens Consulting, LLC

Flint, MI
BUY
 -
35
+ 1.14%
$794 - $815
3.11K $73.2K
Aug 14, 2025 Q2 2025
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
32
New
$726 - $745
32 $754
Jul 09, 2025 Q2 2025
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
30
+ 0.05%
$680 - $698
56.8K $1.34M
Jul 15, 2025 Q2 2025
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
27
+ 0.29%
$612 - $629
9.2K $217K
Jul 25, 2025 Q2 2025
North Rock Partners, LLC

BUY
 -
15
+ 3.47%
$340 - $349
447 $10.5K
Jul 21, 2025 Q2 2025
Dhjj Financial Advisors, Ltd.

BUY
 -
9
+ 0.59%
$204 - $210
1.54K $36.1K
Jul 16, 2025 Q2 2025
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
8
+ 0.83%
$181 - $186
972 $22.9K
Jul 24, 2025 Q2 2025
Costello Asset Management, Inc

BUY
 -
4
+ 0.73%
$90.7 - $93.1
551 $13K
Aug 19, 2025 Q2 2025
Asset Dedication, LLC

BUY
 -
4
New
$90.7 - $93.1
4 $94.2
Aug 13, 2025 Q2 2025
Cheviot Value Management, LLC

BUY
 -
4
+ 1.42%
$90.7 - $93.1
286 $6.74K
Jul 10, 2025 Q2 2025
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
3
+ 1.05%
$68 - $69.8
290 $6.83K
Jul 28, 2025 Q2 2025
Cutler Investment Counsel LLC

BUY
 -
3
+ 0.0%
$68 - $69.8
70.2K $1.65M
Aug 19, 2025 Q2 2025
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
2
+ 200.0%
$45.4 - $46.6
3 $70.7
Aug 11, 2025 Q2 2025
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
2
+ 0.51%
$45.4 - $46.6
395 $9.3K
Aug 13, 2025 Q2 2025
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
2
+ 0.04%
$45.4 - $46.6
5.24K $123K
Aug 11, 2025 Q2 2025
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
2
+ 0.41%
$45.4 - $46.6
485 $11.4K
Aug 13, 2025 Q2 2025
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
2
+ 4.26%
$45.4 - $46.6
49 $1.15K
Aug 12, 2025 Q2 2025
Accredited Wealth Management, LLC

Louisville, KY
BUY
 -
2
+ 0.05%
$45.4 - $46.6
4.29K $101K
Aug 06, 2025 Q2 2025
North Capital, Inc.

Salt Lake City, UT
BUY
 -
1
+ 2.38%
$22.7 - $23.3
43 $1.01K
Aug 15, 2025 Q2 2025
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
1
+ 0.63%
$22.7 - $23.3
161 $3.79K
Jul 23, 2025 Q2 2025
Laraway Financial Advisors Inc

Saint Cloud, MN
BUY
 -
1
+ 0.0%
$22.7 - $23.3
24.6K $579K
Aug 11, 2025 Q2 2025
Heritage Wealth Advisors

BUY
 -
1
+ 0.14%
$22.7 - $23.3
718 $16.9K
Jul 30, 2025 Q2 2025
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1
+ 0.83%
$22.7 - $23.3
121 $2.85K
Jul 15, 2025 Q2 2025
Mcf Advisors LLC

Covington, KY
BUY
 -
0
New
$0 - $0
0 $0
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 05, 2025 Q2 2025
Dunhill Financial, LLC

London, X0
SELL
 -
-1
- 0.57%
$22.7 - $23.3
174 $4.1K
Jul 28, 2025 Q2 2025
Rosenberg Matthew Hamilton

SELL
 -
-4
- 0.43%
$90.7 - $93.1
930 $21.9K
Jul 07, 2025 Q2 2025
Aletheian Wealth Advisors LLC

SELL
 -
-4
- 0.01%
$90.7 - $93.1
36.2K $852K
Aug 04, 2025 Q2 2025
Hantz Financial Services, Inc.

SELL
 -
-9
- 15.79%
$204 - $210
48 $1.13K
Jul 07, 2025 Q2 2025
Versant Capital Management, Inc

SELL
 -
-29
- 0.15%
$658 - $675
19.5K $460K
Aug 08, 2025 Q2 2025
Ogorek Anthony Joseph

SELL
 -
-32
- 6.15%
$726 - $745
488 $11.5K
Aug 08, 2025 Q2 2025
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-62
Closed
$1.41K - $1.44K
0 $0
Aug 13, 2025 Q2 2025
Comerica Bank

SELL
 -
-82
- 2.59%
$1.86K - $1.91K
3.08K $72.5K
Aug 06, 2025 Q2 2025
Souders Financial Advisors

SELL
 -
-98
- 0.9%
$2.22K - $2.28K
10.8K $255K
Jul 15, 2025 Q2 2025
Retirement Guys Formula LLC

SELL
 -
-108
- 0.55%
$2.45K - $2.51K
19.5K $459K
Jul 07, 2025 Q2 2025
Kings Path Partners LLC

Sugar Land, TX
SELL
 -
-123
- 98.4%
$2.79K - $2.86K
2 $47.1
Aug 11, 2025 Q2 2025
Principal Securities, Inc.

Des Moines, IA
SELL
 -
-134
- 6.19%
$3.04K - $3.12K
2.03K $47.9K
Aug 11, 2025 Q2 2025
Portside Wealth Group, LLC

Provo, UT
SELL
 -
-138
- 0.88%
$3.13K - $3.21K
15.5K $365K
Aug 14, 2025 Q2 2025
Mission Creek Capital Partners, Inc.

San Francisco, CA
SELL
 -
-140
- 0.32%
$3.18K - $3.26K
42.9K $1.01M
Aug 14, 2025 Q2 2025
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-142
- 2.8%
$3.22K - $3.31K
4.92K $116K
Aug 13, 2025 Q2 2025
Vertex Planning Partners, LLC

Downers Grove, IL
SELL
 -
-143
- 0.06%
$3.24K - $3.33K
228K $5.38M
Jul 14, 2025 Q2 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-147
- 0.41%
$3.33K - $3.42K
35.6K $838K
Aug 13, 2025 Q2 2025
Prestige Wealth Management Group LLC

SELL
 -
-168
- 2.18%
$3.81K - $3.91K
7.53K $177K
Jul 18, 2025 Q2 2025
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-178
- 0.81%
$4.04K - $4.14K
21.8K $512K
Aug 11, 2025 Q2 2025
North Forty Two & Co.

Lake Oswego, OR
SELL
 -
-200
- 0.14%
$4.54K - $4.66K
144K $3.39M
Aug 12, 2025 Q2 2025
Hobbs Wealth Management, LLC

Zionsville, IN
SELL
 -
-209
- 0.49%
$4.74K - $4.87K
42.6K $1M
Aug 13, 2025 Q2 2025
Per Stirling Capital Management, Llc.

Austin, TX
SELL
 -
-222
- 1.77%
$5.03K - $5.17K
12.3K $291K
Jul 24, 2025 Q2 2025
Avion Wealth

The Woodlands, TX
SELL
 -
-224
- 0.34%
$5.08K - $5.21K
66.1K $1.56M
Aug 12, 2025 Q2 2025
Martin Worley Group

Cottonwood Heights, UT
SELL
 -
-248
- 1.3%
$5.62K - $5.77K
18.8K $443K

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