Endowment Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History

Endowment Wealth Management, Inc.

  • $159 Million
  • Q2 2025

A detailed history of Endowment Wealth Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 30,166 shares of SCHZ stock, worth $710,409. This represents 0.44% of its overall portfolio holdings.

Number of Shares
30,166
Previous 31,460 4.11%
Holding current value
$710,409
Previous $728,000 3.71%
% of portfolio
0.44%
Previous 0.52%

Shares

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

Jul 25, 2025
SELL
$22.68 - $23.28 $29,347 - $30,124
-1,294 Reduced 4.11%
30,166 $701,000
Q1 2025

May 09, 2025
SELL
$22.46 - $23.26 $48,693 - $50,427
-2,168 Reduced 6.45%
31,460 $728,000
Q4 2024

Feb 07, 2025
BUY
$22.63 - $47.53 $369,344 - $775,737
16,321 Added 94.3%
33,628 $763,000
Q3 2024

Nov 06, 2024
BUY
$45.2 - $47.87 $2,802 - $2,967
62 Added 0.36%
17,307 $822,000
Q2 2024

Aug 01, 2024
BUY
$44.66 - $45.99 $80,655 - $83,057
1,806 Added 11.7%
17,245 $786,000
Q1 2024

May 08, 2024
BUY
$45.44 - $46.67 $121,052 - $124,328
2,664 Added 20.85%
15,439 $710,000
Q4 2023

Feb 07, 2024
BUY
$43.09 - $46.83 $6,980 - $7,586
162 Added 1.28%
12,775 $595,000
Q3 2023

Oct 30, 2023
BUY
$44.14 - $46.33 $29,662 - $31,133
672 Added 5.63%
12,613 $557,000
Q2 2023

Aug 10, 2023
BUY
$45.86 - $47.33 $17,335 - $17,890
378 Added 3.27%
11,941 $551,000
Q1 2023

May 10, 2023
BUY
$45.33 - $47.44 $63,507 - $66,463
1,401 Added 13.79%
11,563 $542,000
Q4 2022

Feb 13, 2023
SELL
$44.04 - $47.03 $3,126 - $3,339
-71 Reduced 0.69%
10,162 $463,000
Q3 2022

Nov 10, 2022
SELL
$44.98 - $49.09 $7,331 - $8,001
-163 Reduced 1.57%
10,233 $464,000
Q2 2022

Aug 15, 2022
SELL
$46.62 - $50.36 $2,284 - $2,467
-49 Reduced 0.47%
10,396 $498,000
Q1 2022

May 04, 2022
SELL
$50.05 - $53.52 $3,203 - $3,425
-64 Reduced 0.61%
10,445 $528,000
Q4 2021

Feb 11, 2022
BUY
$53.63 - $54.52 $563,597 - $572,950
10,509 New
10,509 $566,000

Others Institutions Holding SCHZ

# of Institutions
714
Shares Held
169M
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 Endowment Wealth Management, Inc. Portfolio

Follow Endowment Wealth Management, Inc. 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 Endowment Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Endowment Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email