Burt Wealth Advisors Schwab Us Aggregate Bond ETF Transaction History

Burt Wealth Advisors

$431 Million
Q2 2025

A detailed history of Burt Wealth Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Burt Wealth Advisors holds 41,730 shares of SCHZ stock, worth $966,049. This represents 0.22% of its overall portfolio holdings.

Number of Shares

41,730

Previous 42,058 0.78%

Holding current value

$966,049

Previous $974,000 0.82%

% of portfolio

0.22%

Previous 0.24%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$22.68 - $23.28 $7,439 - $7,635	-328 Reduced 0.78%	41,730 $966,000
Q1 2025 Apr 22, 2025	SELL	$22.46 - $23.26 $11,679 - $12,095	-520 Reduced 1.22%	42,058 $974,000
Q4 2024 Feb 06, 2025	BUY	$22.63 - $47.53 $433,115 - $909,676	19,139 Added 81.65%	42,578 $966,000
Q1 2024 Apr 18, 2024	BUY	$45.44 - $46.67 $5,816 - $5,973	128 Added 0.55%	23,439 $1.08 Million
Q4 2023 Feb 01, 2024	SELL	$43.09 - $46.83 $77,863 - $84,621	-1,807 Reduced 7.19%	23,311 $1.09 Million
Q3 2023 Oct 11, 2023	SELL	$44.14 - $46.33 $88,280 - $92,660	-2,000 Reduced 7.38%	25,118 $1.11 Million
Q2 2023 Jul 18, 2023	SELL	$45.86 - $47.33 $10,089 - $10,412	-220 Reduced 0.8%	27,118 $1.25 Million
Q1 2023 Apr 13, 2023	BUY	$45.33 - $47.44 $5,167 - $5,408	114 Added 0.42%	27,338 $1.28 Million
Q4 2022 Jan 17, 2023	BUY	$44.04 - $47.03 $681,607 - $727,883	15,477 Added 131.75%	27,224 $1.24 Million
Q3 2022 Oct 11, 2022	SELL	$44.98 - $49.09 $156,350 - $170,636	-3,476 Reduced 22.83%	11,747 $532,000
Q2 2022 Jul 29, 2022	SELL	$46.62 - $50.36 $581,491 - $628,140	-12,473 Reduced 45.04%	15,223 $729,000
Q1 2022 Apr 19, 2022	SELL	$50.05 - $53.52 $1.67 Million - $1.78 Million	-33,314 Reduced 54.6%	27,696 $1.4 Million
Q4 2021 Jan 13, 2022	BUY	$53.63 - $54.52 $2.35 Million - $2.39 Million	43,847 Added 255.47%	61,010 $3.29 Million
Q3 2021 Oct 06, 2021	BUY	$54.26 - $55.17 $462,837 - $470,600	8,530 Added 98.81%	17,163 $931,000
Q2 2021 Jul 14, 2021	BUY	$53.9 - $54.6 $114,968 - $116,461	2,133 Added 32.82%	8,633 $471,000
Q1 2021 Apr 15, 2021	BUY	$53.75 - $55.97 $21,285 - $22,164	396 Added 6.49%	6,500 $351,000
Q2 2020 Aug 05, 2020	SELL	$54.35 - $56.24 $31,794 - $32,900	-585 Reduced 8.75%	6,104 $343,000
Q4 2019 Jan 29, 2020	SELL	$53.21 - $54.14 $74,813 - $76,120	-1,406 Reduced 17.37%	6,689 $357,000
Q3 2019 Oct 31, 2019	SELL	$53.15 - $53.86 $24,927 - $25,260	-469 Reduced 5.48%	8,095 $436,000
Q2 2019 Aug 05, 2019	BUY	N/A	193 Added 2.31%	8,564 $454,000
Q1 2019 Apr 24, 2019	SELL	N/A	-4,734 Reduced 36.12%	8,371 $434,000
Q4 2018 Feb 08, 2019	BUY	N/A	58 Added 0.44%	13,105 $663,000
Q3 2018 Oct 30, 2018	BUY	N/A	390 Added 3.08%	13,047 $656,000
Q2 2018 Jul 27, 2018	SELL	N/A	-125 Reduced 0.98%	12,657 $641,000
Q1 2018 Apr 24, 2018	BUY	N/A	68 Added 0.53%	12,782 $652,000
Q4 2017 Jan 30, 2018	BUY	N/A	143 Added 1.14%	12,714 $662,000
Q3 2017 Nov 09, 2017	SELL	N/A	-57 Reduced 0.45%	12,571 $658,000
Q2 2017 Aug 07, 2017	BUY	N/A	12,628	12,628 $659,000

Others Institutions Holding SCHZ

# of Institutions

705

Shares Held

174M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.

Account

Burt Wealth Advisors Schwab Us Aggregate Bond ETF Transaction History