A detailed history of Fischer Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Fischer Financial Services, Inc. holds 161,215 shares of SCHZ stock, worth $3.74 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
161,215
Previous 91,155 76.86%
Holding current value
$3.74 Million
Previous $2.07 Billion 80.44%
% of portfolio
1.2%
Previous 0.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025

BUY
$22.46 - $23.26 $1.57 Million - $1.63 Million
70,060 Added 76.86%
161,215 $3.73 Billion
Q4 2024

Apr 11, 2025

BUY
$22.63 - $47.53 $2.06 Million - $4.33 Million
91,155 New
91,155 $2.07 Billion

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Fischer Financial Services, Inc. Portfolio

Follow Fischer Financial Services, 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 Fischer Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fischer Financial Services, Inc. with notifications on news.