Bigelow Investment Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Bigelow Investment Advisors, LLC

$226 Million
Q2 2025

A detailed history of Bigelow Investment Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 26,740 shares of SCHZ stock, worth $619,298. This represents 0.27% of its overall portfolio holdings.

Number of Shares

26,740

Previous 30,680 12.84%

Holding current value

$619,298

Previous $710,000 12.82%

% of portfolio

0.27%

Previous 0.34%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$22.68 - $23.28 $89,359 - $91,723	-3,940 Reduced 12.84%	26,740 $619,000
Q1 2025 Apr 21, 2025	SELL	$22.46 - $23.26 $61,270 - $63,453	-2,728 Reduced 8.17%	30,680 $710,000
Q4 2024 Jan 31, 2025	BUY	$22.63 - $47.53 $171,965 - $361,180	7,599 Added 29.44%	33,408 $758,000
Q3 2024 Oct 18, 2024	SELL	$45.2 - $47.87 $161,590 - $171,135	-3,575 Reduced 12.17%	25,809 $1.23 Million
Q2 2024 Aug 08, 2024	SELL	$44.66 - $45.99 $31,619 - $32,560	-708 Reduced 2.35%	29,384 $1.34 Million
Q1 2024 May 08, 2024	SELL	$45.44 - $46.67 $55,482 - $56,984	-1,221 Reduced 3.9%	30,092 $1.38 Million
Q4 2023 Jan 31, 2024	SELL	$43.09 - $46.83 $121,384 - $131,920	-2,817 Reduced 8.25%	31,313 $1.46 Million
Q3 2023 Oct 31, 2023	SELL	$44.14 - $46.33 $43,831 - $46,005	-993 Reduced 2.83%	34,130 $1.51 Million
Q2 2023 Jul 25, 2023	SELL	$45.86 - $47.33 $90,756 - $93,666	-1,979 Reduced 5.33%	35,123 $1.62 Million
Q1 2023 May 09, 2023	SELL	$45.33 - $47.44 $608,373 - $636,692	-13,421 Reduced 26.56%	37,102 $1.74 Million
Q4 2022 Jan 26, 2023	SELL	$44.04 - $47.03 $640,121 - $683,581	-14,535 Reduced 22.34%	50,523 $0
Q3 2022 Nov 10, 2022	SELL	$44.98 - $49.09 $1.39 Million - $1.52 Million	-30,962 Reduced 32.25%	65,058 $2.95 Million
Q2 2022 Jul 18, 2022	SELL	$46.62 - $50.36 $1.64 Million - $1.77 Million	-35,157 Reduced 26.8%	96,020 $4.6 Million
Q1 2022 Apr 29, 2022	SELL	$50.05 - $53.52 $2.27 Million - $2.43 Million	-45,417 Reduced 25.72%	131,177 $6.63 Million
Q4 2021 Feb 11, 2022	SELL	$53.63 - $54.52 $211,516 - $215,026	-3,944 Reduced 2.18%	176,594 $9.52 Million
Q3 2021 Nov 04, 2021	SELL	$54.26 - $55.17 $634,787 - $645,433	-11,699 Reduced 6.09%	180,538 $9.8 Million
Q1 2021 May 06, 2021	SELL	$53.75 - $55.97 $590,013 - $614,382	-10,977 Reduced 5.4%	192,237 $10.4 Million
Q4 2020 Feb 12, 2021	BUY	$55.56 - $56.23 $1.44 Million - $1.45 Million	25,843 Added 14.57%	203,214 $11.4 Million
Q3 2020 Nov 10, 2020	BUY	$56.07 - $56.92 $1.65 Million - $1.67 Million	29,388 Added 19.86%	177,371 $9.95 Million
Q2 2020 Aug 11, 2020	BUY	$54.35 - $56.24 $2.12 Million - $2.19 Million	39,003 Added 35.79%	147,983 $8.32 Million
Q1 2020 May 05, 2020	SELL	$50.33 - $56.09 $401,834 - $447,822	-7,984 Reduced 6.83%	108,980 $5.91 Million
Q4 2019 Jan 31, 2020	SELL	$53.21 - $54.14 $11,174 - $11,369	-210 Reduced 0.18%	116,964 $6.25 Million
Q3 2019 Oct 22, 2019	BUY	$53.15 - $53.86 $613,244 - $621,436	11,538 Added 10.92%	117,174 $6.31 Million
Q2 2019 Jul 17, 2019	BUY	N/A	2,835 Added 2.76%	105,636 $5.6 Million
Q1 2019 Apr 25, 2019	BUY	N/A	5,254 Added 5.39%	102,801 $5.33 Million
Q4 2018 Jan 29, 2019	SELL	N/A	-5,224 Reduced 5.08%	97,547 $4.94 Million
Q3 2018 Nov 05, 2018	SELL	N/A	-6,630 Reduced 6.06%	102,771 $5.16 Million
Q2 2018 Jul 19, 2018	SELL	N/A	-43,117 Reduced 28.27%	109,401 $5.54 Million
Q1 2018 Apr 19, 2018	BUY	N/A	1,817 Added 1.21%	152,518 $7.78 Million
Q4 2017 Feb 09, 2018	BUY	N/A	150,701	150,701 $7.84 Million

Others Institutions Holding SCHZ

# of Institutions

711

Shares Held

171M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

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Bigelow Investment Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History