Alliance Wealth Management Group Schwab Us Aggregate Bond ETF Transaction History

Alliance Wealth Management Group

  • $448 Million
  • Q3 2025

A detailed history of Alliance Wealth Management Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Alliance Wealth Management Group holds 1,063,942 shares of SCHZ stock, worth $24.9 Million. This represents 5.58% of its overall portfolio holdings.

Number of Shares
1,063,942
Previous 1,027,933 3.5%
Holding current value
$24.9 Million
Previous $23.9 Million 4.53%
% of portfolio
5.58%
Previous 6.09%

Shares

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

Oct 28, 2025
BUY
$22.9 - $23.58 $824,606 - $849,092
36,009 Added 3.5%
1,063,942 $25 Million
Q2 2025

Aug 07, 2025
SELL
$22.68 - $23.28 $1.4 Million - $1.43 Million
-61,513 Reduced 5.65%
1,027,933 $23.9 Million
Q1 2025

May 08, 2025
BUY
$22.46 - $23.26 $483,810 - $501,043
21,541 Added 2.02%
1,089,446 $25.2 Million
Q4 2024

Feb 12, 2025
BUY
$22.63 - $47.53 $11.7 Million - $24.7 Million
518,961 Added 94.54%
1,067,905 $24.2 Million
Q3 2024

Nov 13, 2024
BUY
$45.2 - $47.87 $380,448 - $402,921
8,417 Added 1.56%
548,944 $26.1 Million
Q2 2024

Jul 12, 2024
BUY
$44.66 - $45.99 $1.02 Million - $1.05 Million
22,770 Added 4.4%
540,527 $24.6 Million
Q1 2024

May 01, 2024
BUY
$45.44 - $46.67 $372,789 - $382,880
8,204 Added 1.61%
517,757 $23.8 Million
Q4 2023

Jan 19, 2024
BUY
$43.09 - $46.83 $135,000 - $146,718
3,133 Added 0.62%
509,553 $23.8 Million
Q2 2023

Aug 09, 2023
BUY
$45.86 - $47.33 $112,632 - $116,242
2,456 Added 0.49%
506,420 $23.4 Million
Q1 2023

May 05, 2023
BUY
$45.33 - $47.44 $1.31 Million - $1.37 Million
28,828 Added 6.07%
503,964 $23.6 Million
Q4 2022

Feb 10, 2023
SELL
$44.04 - $47.03 $1.9 Million - $2.03 Million
-43,248 Reduced 8.34%
475,136 $21.7 Million
Q3 2022

Nov 04, 2022
SELL
$44.98 - $49.09 $1.73 Million - $1.89 Million
-38,468 Reduced 6.91%
518,384 $23.5 Million
Q2 2022

Aug 10, 2022
SELL
$46.62 - $50.36 $3.68 Million - $3.97 Million
-78,875 Reduced 12.41%
556,852 $26.7 Million
Q1 2022

May 10, 2022
BUY
$50.05 - $53.52 $1.01 Million - $1.08 Million
20,260 Added 3.29%
635,727 $32.1 Million
Q4 2021

Jan 18, 2022
BUY
$53.63 - $54.52 $114,821 - $116,727
2,141 Added 0.35%
615,467 $33.2 Million
Q3 2021

Oct 26, 2021
BUY
$54.26 - $55.17 $1.33 Million - $1.36 Million
24,598 Added 4.18%
613,326 $33.3 Million
Q2 2021

Aug 13, 2021
BUY
$53.9 - $54.6 $722,475 - $731,858
13,404 Added 2.33%
588,728 $32.1 Million
Q1 2021

May 04, 2021
BUY
$53.75 - $55.97 $3.49 Million - $3.64 Million
64,996 Added 12.74%
575,324 $31 Million
Q4 2020

Jan 29, 2021
BUY
$55.56 - $56.23 $620,883 - $628,370
11,175 Added 2.24%
510,328 $28.6 Million
Q3 2020

Nov 12, 2020
BUY
$56.07 - $56.92 $3.24 Million - $3.28 Million
57,700 Added 13.07%
499,153 $28 Million
Q2 2020

Sep 09, 2020
SELL
$54.35 - $56.24 $1.31 Million - $1.35 Million
-24,040 Reduced 5.16%
441,453 $24.8 Million
Q1 2020

May 14, 2020
BUY
$50.33 - $56.09 $1.2 Million - $1.34 Million
23,857 Added 5.4%
465,493 $25.3 Million
Q4 2019

Feb 10, 2020
BUY
$53.21 - $54.14 $539,442 - $548,871
10,138 Added 2.35%
441,636 $23.6 Million
Q3 2019

Nov 12, 2019
BUY
$53.15 - $53.86 $1.29 Million - $1.3 Million
24,196 Added 5.94%
431,498 $23.2 Million
Q2 2019

Aug 12, 2019
BUY
N/A
35,662 Added 9.6%
407,302 $21.6 Million
Q1 2019

May 15, 2019
SELL
N/A
-11,588 Reduced 3.02%
371,640 $19.3 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-12,495 Reduced 3.16%
383,228 $19.4 Million
Q3 2018

Nov 14, 2018
BUY
N/A
31,520 Added 8.65%
395,723 $19.9 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-87,029 Reduced 19.29%
364,203 $18.4 Million
Q1 2018

May 21, 2018
BUY
N/A
6,518 Added 1.47%
451,232 $23 Million
Q4 2017

Jan 31, 2018
SELL
N/A
-322,464 Reduced 42.03%
444,714 $23.1 Million
Q3 2017

Nov 09, 2017
BUY
N/A
767,178
767,178 $40.2 Million

Others Institutions Holding SCHZ

# of Institutions
704
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 Alliance Wealth Management Group Portfolio

Follow Alliance Wealth Management Group 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 Alliance Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Alliance Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email