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

Security Financial Services, Inc.

  • $554 Million
  • Q3 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 248,177 shares of SCHZ stock, worth $5.81 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
248,177
Previous 311,921 20.44%
Holding current value
$5.81 Million
Previous $7.25 Million 19.66%
% of portfolio
1.05%
Previous 1.38%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$22.9 - $23.58 $1.46 Million - $1.5 Million
-63,744 Reduced 20.44%
248,177 $5.82 Million
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
704
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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