Security Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History

Security Financial Services, Inc.

$524 Million
Q2 2025

A detailed history of Security Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Security Financial Services, Inc. holds 311,921 shares of SCHZ stock, worth $7.35 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

311,921

Previous 437,602 28.72%

Holding current value

$7.35 Million

Previous $10.1 Million 28.47%

% of portfolio

1.38%

Previous 2.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$22.68 - $23.28 $2.85 Million - $2.93 Million	-125,681 Reduced 28.72%	311,921 $7.25 Million
Q1 2025 May 07, 2025	BUY	$22.46 - $23.26 $200,949 - $208,107	8,947 Added 2.09%	437,602 $10.1 Million
Q4 2024 Feb 13, 2025	BUY	$22.63 - $47.53 $2.14 Million - $4.49 Million	94,474 Added 28.27%	428,655 $9.73 Million
Q3 2024 Nov 05, 2024	BUY	$45.2 - $47.87 $7.75 Million - $8.21 Million	171,429 Added 105.33%	334,181 $15.9 Million
Q2 2024 Jul 23, 2024	BUY	$44.66 - $45.99 $392,025 - $403,700	8,778 Added 5.7%	162,752 $7.42 Million
Q1 2024 Apr 11, 2024	BUY	$45.44 - $46.67 $1.91 Million - $1.96 Million	42,018 Added 37.53%	153,974 $7.08 Million
Q4 2023 Jan 16, 2024	SELL	$43.09 - $46.83 $787,771 - $856,146	-18,282 Reduced 14.04%	111,956 $5.22 Million
Q3 2023 Nov 07, 2023	SELL	$44.14 - $46.33 $497,590 - $522,278	-11,273 Reduced 7.97%	130,238 $5.76 Million
Q2 2023 Aug 11, 2023	BUY	$45.86 - $47.33 $272,133 - $280,856	5,934 Added 4.38%	141,511 $6.53 Million
Q1 2023 May 02, 2023	BUY	$45.33 - $47.44 $936,744 - $980,347	20,665 Added 17.98%	135,577 $6.36 Million
Q4 2022 Jan 30, 2023	BUY	$44.04 - $47.03 $1.02 Million - $1.09 Million	23,158 Added 25.24%	114,912 $5.25 Million
Q3 2022 Oct 19, 2022	SELL	$44.98 - $49.09 $647,082 - $706,208	-14,386 Reduced 13.55%	91,754 $4.16 Million
Q2 2022 Jul 20, 2022	SELL	$46.62 - $50.36 $367,318 - $396,786	-7,879 Reduced 6.91%	106,140 $5.08 Million
Q1 2022 Apr 19, 2022	BUY	$50.05 - $53.52 $5.71 Million - $6.1 Million	114,019 New	114,019 $5.77 Million

Others Institutions Holding SCHZ

# of Institutions

714

Shares Held

169M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Security Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History