Cardinal Point Capital Management, Ulc Schwab Us Aggregate Bond ETF Transaction History

Cardinal Point Capital Management, Ulc

  • $1.26 Trillion
  • Q2 2025

A detailed history of Cardinal Point Capital Management, Ulc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 635,697 shares of SCHZ stock, worth $14.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
635,697
Previous 9,606 6517.71%
Holding current value
$14.7 Million
Previous $222 Million 185.74%
% of portfolio
0.05%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$22.68 - $23.28 $14.2 Million - $14.6 Million
626,091 Added 6517.71%
635,697 $636 Million
Q1 2025

May 08, 2025
BUY
$22.46 - $23.26 $215,750 - $223,435
9,606 New
9,606 $222 Million

Others Institutions Holding SCHZ

# of Institutions
709
Shares Held
170M
Call Options Held
1.7K
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 Cardinal Point Capital Management, Ulc Portfolio

Follow Cardinal Point Capital Management, Ulc 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 Cardinal Point Capital Management, Ulc, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Capital Management, Ulc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email