Private Client Services, LLC Schwab Us Aggregate Bond ETF Transaction History

Private Client Services, LLC

  • $320 Billion
  • Q4 2025

A detailed history of Private Client Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Private Client Services, LLC holds 10,963 shares of SCHZ stock, worth $256,534. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,963
Previous 14,522 24.51%
Holding current value
$256,534
Previous $341 Million 24.83%
% of portfolio
0.08%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$23.37 - $23.7 $83,173 - $84,348
-3,559 Reduced 24.51%
10,963 $256 Million
Q3 2025

Oct 14, 2025
SELL
$22.9 - $23.58 $927,335 - $954,872
-40,495 Reduced 73.6%
14,522 $341 Million
Q2 2025

Jul 01, 2025
BUY
$22.68 - $23.28 $1.25 Million - $1.28 Million
55,017 New
55,017 $1.28 Billion

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
Call Options Held
0
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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