A detailed history of North Rock Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, North Rock Partners, LLC holds 432 shares of SCHZ stock, worth $9,836. This represents 0.0% of its overall portfolio holdings.

Number of Shares
432
Previous 1,011 57.27%
Holding current value
$9,836
Previous $22,000 54.55%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025

SELL
$22.46 - $23.26 $13,004 - $13,467
-579 Reduced 57.27%
432 $10,000
Q4 2024

Apr 22, 2025

BUY
$22.63 - $47.53 $13,329 - $27,995
589 Added 139.57%
1,011 $22,000
Q3 2024

Apr 22, 2025

SELL
$45.2 - $47.87 $4,700 - $4,978
-104 Reduced 19.77%
422 $20,000
Q2 2024

Apr 22, 2025

BUY
$44.66 - $45.99 $23,491 - $24,190
526 New
526 $23,000
Q1 2024

Apr 22, 2025

SELL
$45.44 - $46.67 $31,217 - $32,062
-687 Reduced 65.49%
362 $16,000
Q4 2023

Apr 22, 2025

BUY
$43.09 - $46.83 $45,201 - $49,124
1,049 New
1,049 $48,000

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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