Hb Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Hb Wealth Management, LLC

$12.3 Billion
Q2 2025

A detailed history of Hb Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 64,035 shares of SCHZ stock, worth $1.48 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

64,035

Previous 123,766 48.26%

Holding current value

$1.48 Million

Previous $2.87 Million 48.29%

% of portfolio

0.01%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$22.68 - $23.28 $1.35 Million - $1.39 Million	-59,731 Reduced 48.26%	64,035 $1.48 Million
Q1 2025 May 07, 2025	SELL	$22.46 - $23.26 $559,882 - $579,825	-24,928 Reduced 16.76%	123,766 $2.87 Million
Q4 2024 Jan 15, 2025	BUY	$22.63 - $47.53 $3.2 Million - $6.73 Million	141,534 Added 1976.73%	148,694 $3.38 Million
Q3 2024 Oct 15, 2024	BUY	$45.2 - $47.87 $9,401 - $9,956	208 Added 2.99%	7,160 $340,000
Q2 2024 Jul 26, 2024	SELL	$44.66 - $45.99 $112,185 - $115,526	-2,512 Reduced 26.54%	6,952 $316,000
Q1 2024 Apr 30, 2024	SELL	$45.44 - $46.67 $345,207 - $354,551	-7,597 Reduced 44.53%	9,464 $435,000
Q4 2023 Jan 16, 2024	BUY	$43.09 - $46.83 $295,942 - $321,628	6,868 Added 67.38%	17,061 $795,000
Q3 2023 Oct 13, 2023	SELL	$44.14 - $46.33 $16,155 - $16,956	-366 Reduced 3.47%	10,193 $450,000
Q2 2023 Jul 13, 2023	SELL	$45.86 - $47.33 $16,372 - $16,896	-357 Reduced 3.27%	10,559 $487,000
Q1 2023 Apr 13, 2023	SELL	$45.33 - $47.44 $92,201 - $96,492	-2,034 Reduced 15.71%	10,916 $512,000
Q4 2022 Jan 20, 2023	BUY	$44.04 - $47.03 $139,606 - $149,085	3,170 Added 32.41%	12,950 $0
Q3 2022 Oct 19, 2022	SELL	$44.98 - $49.09 $198,721 - $216,879	-4,418 Reduced 31.12%	9,780 $443,000
Q2 2022 Jul 15, 2022	SELL	$46.62 - $50.36 $78,787 - $85,108	-1,690 Reduced 10.64%	14,198 $680,000
Q1 2022 May 16, 2022	BUY	$50.05 - $53.52 $226,626 - $242,338	4,528 Added 39.86%	15,888 $803,000
Q4 2021 Feb 15, 2022	BUY	$53.63 - $54.52 $609,236 - $619,347	11,360 New	11,360 $612,000

Others Institutions Holding SCHZ

# of Institutions

709

Shares Held

171M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Hb Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History