Spire Wealth Management Schwab Us Aggregate Bond ETF Transaction History

Spire Wealth Management

$2.7 Billion
Q2 2025

A detailed history of Spire Wealth Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Spire Wealth Management holds 5,524 shares of SCHZ stock, worth $130,145. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,524

Previous 6,640 16.81%

Holding current value

$130,145

Previous $153,000 16.34%

% of portfolio

0.0%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$22.68 - $23.28 $25,310 - $25,980	-1,116 Reduced 16.81%	5,524 $128,000
Q1 2025 Apr 23, 2025	BUY	$22.46 - $23.26 $786 - $814	35 Added 0.53%	6,640 $153,000
Q4 2024 Jan 24, 2025	BUY	$22.63 - $47.53 $67,165 - $141,069	2,968 Added 81.61%	6,605 $149,000
Q3 2024 Oct 15, 2024	SELL	$45.2 - $47.87 $768 - $813	-17 Reduced 0.47%	3,637 $172,000
Q2 2024 Jul 31, 2024	SELL	$44.66 - $45.99 $94,143 - $96,946	-2,108 Reduced 36.58%	3,654 $166,000
Q1 2024 Apr 24, 2024	BUY	$45.44 - $46.67 $20,311 - $20,861	447 Added 8.41%	5,762 $265,000
Q4 2023 Feb 06, 2024	SELL	$43.09 - $46.83 $2,240 - $2,435	-52 Reduced 0.97%	5,315 $247,000
Q3 2023 Nov 08, 2023	BUY	$44.14 - $46.33 $88 - $92	2 Added 0.04%	5,367 $237,000
Q2 2023 Aug 09, 2023	SELL	$45.86 - $47.33 $33,798 - $34,882	-737 Reduced 12.08%	5,365 $247,000
Q1 2023 May 09, 2023	BUY	$45.33 - $47.44 $133,179 - $139,378	2,938 Added 92.86%	6,102 $286,000
Q4 2022 Feb 03, 2023	BUY	$44.04 - $47.03 $2,466 - $2,633	56 Added 1.8%	3,164 $144,000
Q3 2022 Nov 07, 2022	SELL	$44.98 - $49.09 $36,028 - $39,321	-801 Reduced 20.49%	3,108 $141,000
Q2 2022 Jul 22, 2022	SELL	$46.62 - $50.36 $150,489 - $162,562	-3,228 Reduced 45.23%	3,909 $187,000
Q1 2022 Apr 18, 2022	SELL	$50.05 - $53.52 $296,245 - $316,784	-5,919 Reduced 45.34%	7,137 $361,000
Q4 2021 Jan 14, 2022	SELL	$53.63 - $54.52 $144,854 - $147,258	-2,701 Reduced 17.14%	13,056 $704,000
Q3 2021 Oct 22, 2021	BUY	$54.26 - $55.17 $13,402 - $13,626	247 Added 1.59%	15,757 $855,000
Q2 2021 Jul 26, 2021	SELL	$53.9 - $54.6 $2.84 Million - $2.88 Million	-52,739 Reduced 77.27%	15,510 $847,000
Q1 2021 May 21, 2021	BUY	$53.75 - $55.97 $3.67 Million - $3.82 Million	68,249 New	68,249 $3.68 Million

Others Institutions Holding SCHZ

# of Institutions

710

Shares Held

170M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Spire Wealth Management Schwab Us Aggregate Bond ETF Transaction History