Stephens Consulting, LLC Schwab Us Aggregate Bond ETF Transaction History

Stephens Consulting, LLC

  • $292 Billion
  • Q3 2025

A detailed history of Stephens Consulting, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Stephens Consulting, LLC holds 5,452 shares of SCHZ stock, worth $128,449. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,452
Previous 3,107 75.47%
Holding current value
$128,449
Previous $72.2 Million 77.22%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Oct 15, 2025
BUY
$22.9 - $23.58 $53,700 - $55,295
2,345 Added 75.47%
5,452 $128 Million
Q2 2025

Jul 25, 2025
BUY
$22.68 - $23.28 $793 - $814
35 Added 1.14%
3,107 $72.2 Million
Q4 2024

Jan 24, 2025
BUY
$22.63 - $47.53 $34,193 - $71,817
1,511 Added 96.8%
3,072 $69.7 Million
Q2 2024

Jul 29, 2024
BUY
$44.66 - $45.99 $38,720 - $39,873
867 Added 124.93%
1,561 $71.2 Million
Q2 2023

Jul 20, 2023
BUY
$45.86 - $47.33 $10,960 - $11,311
239 Added 52.53%
694 $32 Million
Q3 2022

Jan 19, 2023
BUY
$44.98 - $49.09 $20,465 - $22,335
455 New
455 $20.6 Million

Others Institutions Holding SCHZ

# of Institutions
711
Shares Held
171M
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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