K2 Financial Inc. Schwab Us Aggregate Bond ETF Transaction History

K2 Financial Inc.

  • $113 Billion
  • Q2 2025

A detailed history of K2 Financial Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, K2 Financial Inc. holds 51,522 shares of SCHZ stock, worth $1.19 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
51,522
Previous 44,361 16.14%
Holding current value
$1.19 Million
Previous $1.01 Billion 16.65%
% of portfolio
1.04%
Previous 0.99%

Shares

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

Jul 17, 2025
BUY
$22.68 - $23.28 $162,411 - $166,708
7,161 Added 16.14%
51,522 $1.18 Billion
Q1 2025

Apr 25, 2025
BUY
$22.46 - $23.26 $62,685 - $64,918
2,791 Added 6.71%
44,361 $1.01 Billion
Q4 2024

Feb 06, 2025
BUY
$22.63 - $47.53 $940,729 - $1.98 Million
41,570 New
41,570 $934 Million

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
169M
Call Options Held
1.7K
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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