Srs Capital Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History

Srs Capital Advisors, Inc.

$1.48 Billion
Q1 2025

A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 409 shares of SCHZ stock, worth $9,398. This represents 0.0% of its overall portfolio holdings.

Number of Shares

409

Previous 52,498 99.22%

Holding current value

$9,398

Previous $1.19 Million 99.24%

% of portfolio

0.0%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$22.46 - $23.26 $1.17 Million - $1.21 Million	-52,089 Reduced 99.22%	409 $9,000
Q4 2024 Feb 05, 2025	BUY	$22.63 - $47.53 $1.19 Million - $2.5 Million	52,498 New	52,498 $1.19 Million
Q4 2023 Feb 06, 2024	BUY	$43.09 - $46.83 $229,885 - $249,838	5,335 New	5,335 $248,000
Q3 2022 Nov 03, 2022	BUY	$44.98 - $49.09 $39,897 - $43,542	887 New	887 $40,000
Q4 2020 Feb 03, 2021	SELL	$55.56 - $56.23 $16,112 - $16,306	-290 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$56.07 - $56.92 $16,260 - $16,506	290 New	290 $16,000
Q2 2020 Aug 06, 2020	SELL	$54.35 - $56.24 $10,652 - $11,023	-196 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$50.33 - $56.09 $9,864 - $10,993	196 New	196 $11,000

Others Institutions Holding SCHZ

# of Institutions

705

Shares Held

174M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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Srs Capital Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History