Daymark Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Daymark Wealth Partners, LLC

$2.5 Billion
Q2 2025

A detailed history of Daymark Wealth Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 1,175,683 shares of SCHZ stock, worth $27.2 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

1,175,683

Previous 265,106 343.48%

Holding current value

$27.2 Million

Previous $6.14 Million 345.06%

% of portfolio

1.09%

Previous 0.28%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$22.68 - $23.28 $20.7 Million - $21.2 Million	910,577 Added 343.48%	1,175,683 $27.3 Million
Q1 2025 Apr 14, 2025	BUY	$22.46 - $23.26 $560,916 - $580,895	24,974 Added 10.4%	265,106 $6.13 Million
Q4 2024 Jan 17, 2025	BUY	$22.63 - $47.53 $3.07 Million - $6.45 Million	135,732 Added 130.01%	240,132 $5.45 Million
Q3 2024 Oct 08, 2024	BUY	$45.2 - $47.87 $313,642 - $332,169	6,939 Added 7.12%	104,400 $4.96 Million
Q2 2024 Aug 14, 2024	SELL	$44.66 - $45.99 $1.86 Million - $1.92 Million	-41,751 Reduced 29.99%	97,461 $4.44 Million
Q1 2024 Apr 10, 2024	BUY	$45.44 - $46.67 $1.44 Million - $1.48 Million	31,674 Added 29.45%	139,212 $6.4 Million
Q4 2023 Jan 09, 2024	SELL	$43.09 - $46.83 $3.96 Million - $4.3 Million	-91,851 Reduced 46.07%	107,538 $5.01 Million
Q3 2023 Oct 10, 2023	SELL	$44.14 - $46.33 $3.96 Million - $4.16 Million	-89,795 Reduced 31.05%	199,389 $8.82 Million
Q2 2023 Jul 19, 2023	BUY	$45.86 - $47.33 $10.5 Million - $10.8 Million	228,517 Added 376.67%	289,184 $13.3 Million
Q1 2023 Apr 20, 2023	BUY	$45.33 - $47.44 $2.18 Million - $2.29 Million	48,185 Added 386.04%	60,667 $2.85 Million
Q4 2022 Jan 25, 2023	BUY	$44.04 - $47.03 $549,707 - $587,028	12,482 New	12,482 $0

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

169M

Call Options Held

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 Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Account

Daymark Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History