Geometric Wealth Advisors Schwab Us Aggregate Bond ETF Transaction History

Geometric Wealth Advisors

$688 Million
Q3 2025

A detailed history of Geometric Wealth Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 34,425 shares of SCHZ stock, worth $805,545. This represents 0.12% of its overall portfolio holdings.

Number of Shares

34,425

Previous 21,216 62.26%

Holding current value

$805,545

Previous $493,000 63.69%

% of portfolio

0.12%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$22.9 - $23.58 $302,486 - $311,468	13,209 Added 62.26%	34,425 $807,000
Q2 2025 Aug 06, 2025	BUY	$22.68 - $23.28 $10,682 - $10,964	471 Added 2.27%	21,216 $493,000
Q1 2025 May 09, 2025	BUY	$22.46 - $23.26 $5,255 - $5,442	234 Added 1.14%	20,745 $480,000
Q4 2024 Feb 07, 2025	BUY	$22.63 - $47.53 $252,324 - $529,959	11,150 Added 119.11%	20,511 $465,000
Q3 2024 Oct 24, 2024	BUY	$45.2 - $47.87 $72,500 - $76,783	1,604 Added 20.68%	9,361 $444,000

Q2 2024 Aug 13, 2024	BUY	$44.66 - $45.99 $54,261 - $55,877	1,215 Added 18.57%	7,757 $353,000
Q1 2024 May 07, 2024	BUY	$45.44 - $46.67 $9,269 - $9,520	204 Added 3.22%	6,542 $300,000
Q4 2023 Jan 18, 2024	SELL	$43.09 - $46.83 $4,524 - $4,917	-105 Reduced 1.63%	6,338 $295,000
Q3 2023 Oct 12, 2023	SELL	$44.14 - $46.33 $7,150 - $7,505	-162 Reduced 2.45%	6,443 $284,000
Q2 2023 Jul 17, 2023	BUY	$45.86 - $47.33 $2,384 - $2,461	52 Added 0.79%	6,605 $304,000
Q1 2023 May 01, 2023	SELL	$45.33 - $47.44 $50,542 - $52,895	-1,115 Reduced 14.54%	6,553 $307,000
Q4 2022 Jan 09, 2023	BUY	$44.04 - $47.03 $28,934 - $30,898	657 Added 9.37%	7,668 $0
Q3 2022 Oct 11, 2022	BUY	$44.98 - $49.09 $1,979 - $2,159	44 Added 0.63%	7,011 $318,000
Q2 2022 Jul 20, 2022	SELL	$46.62 - $50.36 $5,967 - $6,446	-128 Reduced 1.8%	6,967 $334,000
Q1 2022 Apr 18, 2022	BUY	$50.05 - $53.52 $355,104 - $379,724	7,095 New	7,095 $359,000

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

174M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Geometric Wealth Advisors Schwab Us Aggregate Bond ETF Transaction History