Public ownership evidence

Schwab US Aggregate Bond ETF (SCHZ) Ownership Disclosures

Read SCHZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Schwab US Aggregate Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
31,413
Value (USD)
$727,533
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SCHZ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SCHZ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2931,413$727,533None
Redwood Investment Management, LLC2024-12-312026-08-28130,265$2,957,000None
Redwood Investment Management, LLC2025-03-312026-08-28139,862$3,239,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,196$27,663None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,196$27,771None
Legacy Edge Advisors, LLC2025-09-302026-08-2714,687$344,704None
HORAN Wealth, LLC2026-06-302026-08-2711,523$266,527None
Principia Wealth Advisory, LLC2026-06-302026-08-274,174$96,545None
Principia Wealth Advisory, LLC2026-03-312026-08-276,601$153,275None
Redwood Investment Management, LLC2025-06-302026-08-27134,560$3,127,000None
Redwood Investment Management, LLC2025-09-302026-08-27152,213$3,572,000None
Redwood Investment Management, LLC2025-12-312026-08-27175,465$4,101,000None
January Capital Advisors LLC2026-06-302026-08-26341,513$7,899,196None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-26743,324$17,371,482None
Serenity Investment Advisors2026-06-302026-08-25111,150$2,530,878None
Bernard Wealth Management Corp.2026-06-302026-08-221,547$35,783None
Kings Path Partners LLC2026-03-312026-08-224$93None
Bullock Wealth Management Group2026-06-302026-08-204,332$99,802None
Kingsview Wealth Management, LLC2026-06-302026-08-2016,541$382,593None
Archer Investment Corp2026-06-302026-08-20281$6,507None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20880,216$20,359,396None
Beacon Pointe Advisors, LLC2026-06-302026-08-19458,444$10,603,809None
Advisors Asset Management, Inc.2019-03-312026-08-192,690$139,557None
Advisors Asset Management, Inc.2019-09-302026-08-191,232$66,343None
Advisors Asset Management, Inc.2019-06-302026-08-192,328$123,384None
Leo H. Evart, Inc.2026-06-302026-08-196,729$155,647None
Leo H. Evart, Inc.2026-06-302026-08-1946,170$1,067,904None
Legacy Edge Advisors, LLC2025-06-302026-08-1814,687$341,326None
Legacy Edge Advisors, LLC2025-03-312026-08-1814,744$341,471None
Caitlin John, LLC2026-06-302026-08-18467$10,802None
Corient Private Wealth LP2026-06-302026-08-1823,787$550,189None
Asset Allocation Strategies LLC2026-06-302026-08-18933,117$21,582,993None
Redwood Investment Management, LLC2026-06-302026-08-18197,656$4,572,000None
Pure Financial Advisors, LLC2026-06-302026-08-1816,121$372,884None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18542,124$12,544,745None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18215,306$4,980,021None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18220,051$5,109,584None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18121,609$2,813,000None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1559$1,357None
Hopwood Nicholas Hunter2026-06-302026-08-15103,755$2,399,857None
Hopwood Nicholas Hunter2026-03-312026-08-1597,709$2,268,797None
Hopwood Nicholas Hunter2025-12-312026-08-1599,533$2,326,077None
Vestwell Advisors, LLC2026-06-302026-08-152$56None
AMERIFLEX GROUP, INC.2026-06-302026-08-152,068$47,833None
Note Advisors, LLC2026-06-302026-08-1517,981$415,908None
Murphy & Mullick Capital Management Corp2026-06-302026-08-159,328$215,757None
Modern Wealth Management, LLC2026-06-302026-08-151,300,211$30,073,882None
MorganRosel Wealth Management, LLC2026-06-302026-08-15246,838$5,709,363None
Mutual Advisors, LLC2026-06-302026-08-15683,806$15,816,425None
Resurgent Financial Advisors LLC2026-06-302026-08-1535,714$826,065None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗HORAN Wealth, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Redwood Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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