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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.83K- 2.88% |
$64.1K - $65.8K
|
95.4K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.84K- 8.47% |
$64.3K - $66K
|
30.7K
$722K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-2.89K- 3.44% |
$65.5K - $67.2K
|
80.9K
$1.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-2.9K- 1.0% |
$65.7K - $67.5K
|
287K
$6.76M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-2.93K- 15.18% |
$66.3K - $68.1K
|
16.3K
$385K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2.96K- 9.72% |
$67.1K - $68.9K
|
27.5K
$647K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.04K- 12.74% |
$68.9K - $70.7K
|
20.8K
$490K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-3.1K- 1.83% |
$70.4K - $72.2K
|
167K
$3.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-3.12K- 26.14% |
$70.7K - $72.5K
|
8.81K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.12K- 7.46% |
$70.9K - $72.7K
|
38.8K
$913K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3.18K- 3.1% |
$72.1K - $74K
|
99.2K
$2.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-3.24K- 23.83% |
$73.5K - $75.4K
|
10.4K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-3.38K- 5.54% |
$76.6K - $78.6K
|
57.5K
$1.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.45K- 6.16% |
$78.3K - $80.4K
|
52.6K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.48K- 20.24% |
$78.9K - $81K
|
13.7K
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.51K- 83.48% |
$79.6K - $81.7K
|
694
$16.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.58K- 9.28% |
$81.2K - $83.3K
|
35K
$824K
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-3.8K- 5.76% |
$86.3K - $88.6K
|
62.3K
$1.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.85K- 2.69% |
$87.2K - $89.5K
|
139K
$3.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.86K- 14.12% |
$87.5K - $89.8K
|
23.5K
$553K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.88K- 1.57% |
$88K - $90.4K
|
243K
$5.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-3.93K- 11.85% |
$89.2K - $91.5K
|
29.2K
$688K
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-3.94K- 0.83% |
$89.3K - $91.7K
|
469K
$11.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.94K- 12.84% |
$89.4K - $91.7K
|
26.7K
$630K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4K- 3.12% |
$90.7K - $93.1K
|
124K
$2.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.06K- 3.93% |
$92K - $94.4K
|
99.2K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.09K- 24.53% |
$92.8K - $95.3K
|
12.6K
$296K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-4.17K- 4.14% |
$94.7K - $97.2K
|
96.8K
$2.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-4.2K- 4.38% |
$95.3K - $97.8K
|
91.8K
$2.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.24K- 21.9% |
$96.2K - $98.7K
|
15.1K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.29K- 3.73% |
$97.4K - $100K
|
111K
$2.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4.34K- 2.26% |
$98.5K - $101K
|
188K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.51K- 17.02% |
$102K - $105K
|
22K
$517K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-4.6K- 7.44% |
$104K - $107K
|
57.3K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-4.68K- 17.49% |
$106K - $109K
|
22.1K
$520K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4.7K- 89.1% |
$107K - $109K
|
575
$13.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-4.7K- 3.06% |
$107K - $109K
|
149K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.71K- 4.94% |
$107K - $110K
|
90.7K
$2.14M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-4.75K- 5.31% |
$108K - $111K
|
84.7K
$1.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.8K- 20.1% |
$109K - $112K
|
19.1K
$449K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.88K- 4.17% |
$111K - $114K
|
112K
$2.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.07K- 8.95% |
$115K - $118K
|
51.5K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.13K- 24.9% |
$116K - $119K
|
15.5K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-5.2K- 6.64% |
$118K - $121K
|
73.1K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.2K- 15.35% |
$118K - $121K
|
28.7K
$675K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.22K- 32.12% |
$118K - $121K
|
11K
$260K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-5.3K- 10.88% |
$120K - $123K
|
43.4K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.3K- 3.79% |
$120K - $123K
|
135K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-5.52K- 2.87% |
$125K - $128K
|
187K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.58K- 1.63% |
$126K - $130K
|
337K
$7.95M
|