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
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-266- 86.36% |
$6.03K - $6.19K
|
42
$989
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-269- 1.38% |
$6.1K - $6.26K
|
19.2K
$452K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-280- 4.8% |
$6.35K - $6.52K
|
5.56K
$131K
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-281- 0.47% |
$6.37K - $6.54K
|
59.5K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-286- 1.3% |
$6.49K - $6.66K
|
21.7K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-292- 2.29% |
$6.62K - $6.8K
|
12.4K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-306- 0.28% |
$6.94K - $7.12K
|
108K
$2.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-328- 0.76% |
$7.44K - $7.64K
|
42.8K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-328- 0.78% |
$7.44K - $7.64K
|
41.7K
$983K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-346- 0.29% |
$7.85K - $8.05K
|
117K
$2.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-353- 1.03% |
$8.01K - $8.22K
|
34K
$800K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-384- 2.67% |
$8.71K - $8.94K
|
14K
$330K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-396- 2.03% |
$8.98K - $9.22K
|
19.1K
$450K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-402- 2.38% |
$9.12K - $9.36K
|
16.5K
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-421- 0.57% |
$9.55K - $9.8K
|
73.3K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-433- 4.32% |
$9.82K - $10.1K
|
9.59K
$226K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-434- 1.26% |
$9.84K - $10.1K
|
33.9K
$799K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-454- 10.07% |
$10.3K - $10.6K
|
4.05K
$95.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-528- 3.04% |
$12K - $12.3K
|
16.8K
$396K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-536- 5.37% |
$12.2K - $12.5K
|
9.45K
$223K
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-540- 4.3% |
$12.2K - $12.6K
|
12K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-556- 35.73% |
$12.6K - $12.9K
|
1K
$23.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-604- 24.3% |
$13.7K - $14.1K
|
1.88K
$44.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-605- 2.03% |
$13.7K - $14.1K
|
29.1K
$686K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-620- 23.04% |
$14.1K - $14.4K
|
2.07K
$48.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-623- 3.19% |
$14.1K - $14.5K
|
18.9K
$446K
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-630- 6.6% |
$14.3K - $14.7K
|
8.92K
$210K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-636- 2.47% |
$14.4K - $14.8K
|
25.1K
$590K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
SELL
|
- |
-642- 0.26% |
$14.6K - $14.9K
|
251K
$5.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-648- 2.48% |
$14.7K - $15.1K
|
25.4K
$599K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-687- 0.74% |
$15.6K - $16K
|
92.7K
$2.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-693- 5.65% |
$15.7K - $16.1K
|
11.6K
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-699- 3.96% |
$15.9K - $16.3K
|
17K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-706- 4.48% |
$16K - $16.4K
|
15.1K
$355K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-712- 1.37% |
$16.1K - $16.6K
|
51.1K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-834- 3.59% |
$18.9K - $19.4K
|
22.4K
$527K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-835- 75.57% |
$18.9K - $19.4K
|
270
$6.36K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-841- 0.67% |
$19.1K - $19.6K
|
124K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-846- 6.52% |
$19.2K - $19.7K
|
12.1K
$286K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-861- 1.58% |
$19.5K - $20K
|
53.5K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-864- 9.76% |
$19.6K - $20.1K
|
7.99K
$188K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-929- 2.82% |
$21.1K - $21.6K
|
32K
$754K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-944- 0.84% |
$21.4K - $22K
|
112K
$2.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-949- 6.63% |
$21.5K - $22.1K
|
13.4K
$315K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
SELL
|
- |
-960- 9.41% |
$21.8K - $22.3K
|
9.24K
$218K
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-960- 1.87% |
$21.8K - $22.3K
|
50.5K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-976- 76.13% |
$22.1K - $22.7K
|
306
$7.21K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1K- 5.45% |
$22.7K - $23.3K
|
17.4K
$409K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-1.01K- 0.66% |
$22.9K - $23.5K
|
151K
$3.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-1.02K- 7.62% |
$23K - $23.7K
|
12.3K
$290K
|