Fermata Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Fermata Advisors, LLC

  • $344 Million
  • Q3 2025

A detailed history of Fermata Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Fermata Advisors, LLC holds 16,252 shares of SCHZ stock, worth $382,897. This represents 0.11% of its overall portfolio holdings.

Number of Shares
16,252
Previous 16,252 -0.0%
Holding current value
$382,897
Previous $376,000 1.33%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Jul 09, 2025
SELL
$22.68 - $23.28 $49,215 - $50,517
-2,170 Reduced 11.78%
16,252 $376,000
Q4 2024

Jan 14, 2025
BUY
$22.63 - $47.53 $172,395 - $362,083
7,618 Added 70.51%
18,422 $418,000
Q3 2024

Oct 09, 2024
BUY
$45.2 - $47.87 $88,275 - $93,490
1,953 Added 22.07%
10,804 $513,000
Q2 2024

Jul 12, 2024
SELL
$44.66 - $45.99 $19,963 - $20,557
-447 Reduced 4.81%
8,851 $403,000
Q1 2024

Apr 12, 2024
BUY
$45.44 - $46.67 $108,328 - $111,261
2,384 Added 34.48%
9,298 $427,000
Q4 2023

Jan 19, 2024
BUY
$43.09 - $46.83 $297,924 - $323,782
6,914 New
6,914 $322,000

Others Institutions Holding SCHZ

# of Institutions
718
Shares Held
172M
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
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