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 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.07K- 0.24% |
$24.2K - $24.8K
|
441K
$10.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 3.38% |
$24.4K - $25.1K
|
30.8K
$725K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.1K- 2.89% |
$25K - $25.7K
|
37K
$872K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.11K- 3.58% |
$25.2K - $25.9K
|
30K
$706K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.12K- 16.81% |
$25.3K - $26K
|
5.52K
$130K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.12K- 6.6% |
$25.4K - $26.1K
|
15.9K
$373K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.19K- 4.67% |
$26.9K - $27.6K
|
24.2K
$571K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.22K- 4.23% |
$27.6K - $28.3K
|
27.5K
$648K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.29K- 4.11% |
$29.3K - $30.1K
|
30.2K
$710K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 5.83% |
$29.8K - $30.5K
|
21.2K
$499K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.33K- 14.04% |
$30.1K - $30.9K
|
8.13K
$191K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.36K- 3.92% |
$30.9K - $31.7K
|
33.3K
$785K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.41K- 4.33% |
$31.9K - $32.7K
|
31.1K
$732K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.45K- 0.13% |
$32.8K - $33.7K
|
1.14M
$26.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 13.93% |
$34K - $34.9K
|
9.27K
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.53K- 1.48% |
$34.7K - $35.6K
|
101K
$2.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-1.54K- 13.35% |
$35K - $35.9K
|
10K
$236K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.56K- 2.01% |
$35.5K - $36.4K
|
76.2K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.57K- 13.68% |
$35.6K - $36.6K
|
9.91K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.57K- 14.01% |
$35.7K - $36.6K
|
9.65K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.59K- 7.47% |
$36.1K - $37.1K
|
19.7K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-1.6K- 3.86% |
$36.4K - $37.3K
|
40K
$942K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.64K- 12.2% |
$37.2K - $38.2K
|
11.8K
$278K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-1.66K- 2.03% |
$37.6K - $38.6K
|
80.1K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.68K- 0.89% |
$38.1K - $39.1K
|
187K
$4.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.75K- 3.6% |
$39.7K - $40.7K
|
46.9K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.77K- 4.98% |
$40.1K - $41.1K
|
33.7K
$794K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.77K- 2.4% |
$40.2K - $41.3K
|
72.1K
$1.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.95K- 1.94% |
$44.3K - $45.5K
|
98.5K
$2.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.96K- 11.12% |
$44.4K - $45.6K
|
15.7K
$369K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.97K- 32.75% |
$44.7K - $45.9K
|
4.05K
$95.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.03K- 6.55% |
$46.1K - $47.3K
|
29K
$683K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.17K- 3.28% |
$49.2K - $50.5K
|
63.9K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.17K- 11.78% |
$49.2K - $50.5K
|
16.3K
$383K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.19K- 0.86% |
$49.6K - $51K
|
251K
$5.92M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
SELL
|
- |
-2.21K- 2.13% |
$50.2K - $51.5K
|
102K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.28K- 0.54% |
$51.6K - $53K
|
415K
$9.78M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.28K- 12.14% |
$51.6K - $53K
|
16.5K
$388K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-2.29K- 10.67% |
$51.9K - $53.3K
|
19.2K
$452K
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.32K- 3.5% |
$52.6K - $54K
|
64K
$1.51M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-2.43K- 9.14% |
$55.1K - $56.6K
|
24.2K
$569K
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-2.45K- 19.03% |
$55.6K - $57.1K
|
10.4K
$246K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.48K- 0.87% |
$56.3K - $57.8K
|
281K
$6.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-2.64K- 19.78% |
$59.9K - $61.5K
|
10.7K
$252K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.67K- 2.55% |
$60.6K - $62.2K
|
102K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-2.67K- 18.88% |
$60.6K - $62.3K
|
11.5K
$271K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.69K- 1.23% |
$61.1K - $62.7K
|
216K
$5.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.72K- 2.37% |
$61.7K - $63.3K
|
112K
$2.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-2.75K- 4.62% |
$62.4K - $64K
|
56.8K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 18.51% |
$63.2K - $64.9K
|
12.3K
$289K
|