K2 Financial Inc. Schwab Us Aggregate Bond ETF Transaction History

K2 Financial Inc.

  • $124 Million
  • Q3 2025

A detailed history of K2 Financial Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, K2 Financial Inc. holds 61,423 shares of SCHZ stock, worth $1.44 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
61,423
Previous 51,522 19.22%
Holding current value
$1.44 Million
Previous $1.18 Billion 99.88%
% of portfolio
1.16%
Previous 1.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$22.9 - $23.58 $226,732 - $233,465
9,901 Added 19.22%
61,423 $1.44 Million
Q2 2025

Jul 17, 2025
BUY
$22.68 - $23.28 $162,411 - $166,708
7,161 Added 16.14%
51,522 $1.18 Billion
Q1 2025

Apr 25, 2025
BUY
$22.46 - $23.26 $62,685 - $64,918
2,791 Added 6.71%
44,361 $1.01 Billion
Q4 2024

Feb 06, 2025
BUY
$22.63 - $47.53 $940,729 - $1.98 Million
41,570 New
41,570 $934 Million

Others Institutions Holding SCHZ

# of Institutions
708
Shares Held
174M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track K2 Financial Inc. Portfolio

Follow K2 Financial Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of K2 Financial Inc., based on Form 13F filings with the SEC.

News

Stay updated on K2 Financial Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email