Phil A. Younker & Associates, Ltd. Schwab Us Aggregate Bond ETF Transaction History

Phil A. Younker & Associates, Ltd.

  • $102 Billion
  • Q1 2025

A detailed history of Phil A. Younker & Associates, Ltd. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Phil A. Younker & Associates, Ltd. holds 958,560 shares of SCHZ stock, worth $22 Million. This represents 21.85% of its overall portfolio holdings.

Number of Shares
958,560
Previous 983,037 2.49%
Holding current value
$22 Million
Previous $22.3 Billion 0.51%
% of portfolio
21.85%
Previous 22.3%

Shares

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

Apr 29, 2025
SELL
$22.46 - $23.26 $549,753 - $569,335
-24,477 Reduced 2.49%
958,560 $22.2 Billion
Q4 2024

Apr 07, 2025
BUY
$22.63 - $47.53 $22.2 Million - $46.7 Million
983,037 New
983,037 $22.3 Billion

Others Institutions Holding SCHZ

# of Institutions
704
Shares Held
174M
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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