Summit Financial Strategies, Inc. Schwab Us Aggregate Bond ETF Transaction History

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 465,278 shares of SCHZ stock, worth $11 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
465,278
Previous 478,742 2.81%
Holding current value
$11 Million
Previous $11.1 Million 1.46%
% of portfolio
1.01%
Previous 1.11%

Shares

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

Oct 22, 2025
SELL
$22.9 - $23.58 $308,325 - $317,481
-13,464 Reduced 2.81%
465,278 $10.9 Million
Q2 2025

Jul 17, 2025
SELL
$22.68 - $23.28 $340,993 - $350,014
-15,035 Reduced 3.04%
478,742 $11.1 Million
Q1 2025

May 12, 2025
BUY
$22.46 - $23.26 $119,419 - $123,673
5,317 Added 1.09%
493,777 $11.4 Million
Q4 2024

Jan 22, 2025
BUY
$22.63 - $47.53 $8.86 Million - $18.6 Million
391,295 Added 402.71%
488,460 $11.1 Million
Q3 2024

Oct 16, 2024
SELL
$45.2 - $47.87 $153,363 - $162,422
-3,393 Reduced 3.37%
97,165 $4.62 Million
Q2 2024

Jul 19, 2024
SELL
$44.66 - $45.99 $195,298 - $201,114
-4,373 Reduced 4.17%
100,558 $4.58 Million
Q1 2024

May 09, 2024
BUY
$45.44 - $46.67 $95,242 - $97,820
2,096 Added 2.04%
104,931 $4.83 Million
Q4 2023

Feb 13, 2024
BUY
$43.09 - $46.83 $352,002 - $382,554
8,169 Added 8.63%
102,835 $4.79 Million
Q3 2023

Oct 24, 2023
SELL
$44.14 - $46.33 $45,375 - $47,627
-1,028 Reduced 1.07%
94,666 $4.19 Million
Q2 2023

Jul 21, 2023
BUY
$45.86 - $47.33 $43,842 - $45,247
956 Added 1.01%
95,694 $4.42 Million
Q1 2023

Apr 21, 2023
SELL
$45.33 - $47.44 $149,634 - $156,599
-3,301 Reduced 3.37%
94,738 $4.44 Million
Q4 2022

Jan 20, 2023
SELL
$44.04 - $47.03 $404,771 - $432,252
-9,191 Reduced 8.57%
98,039 $0
Q3 2022

Oct 21, 2022
SELL
$44.98 - $49.09 $21,725 - $23,710
-483 Reduced 0.45%
107,230 $4.86 Million
Q2 2022

Jul 25, 2022
SELL
$46.62 - $50.36 $472,353 - $510,247
-10,132 Reduced 8.6%
107,713 $5.16 Million
Q1 2022

May 04, 2022
SELL
$50.05 - $53.52 $167,967 - $179,613
-3,356 Reduced 2.77%
117,845 $5.96 Million
Q4 2021

Feb 03, 2022
BUY
$53.63 - $54.52 $131,768 - $133,955
2,457 Added 2.07%
121,201 $6.53 Million
Q3 2021

Nov 10, 2021
BUY
$54.26 - $55.17 $130,386 - $132,573
2,403 Added 2.07%
118,744 $6.44 Million
Q2 2021

Aug 11, 2021
BUY
$53.9 - $54.6 $965,834 - $978,377
17,919 Added 18.21%
116,341 $6.35 Million
Q1 2021

May 11, 2021
BUY
$53.75 - $55.97 $517,290 - $538,655
9,624 Added 10.84%
98,422 $5.31 Million
Q4 2020

Feb 05, 2021
BUY
$55.56 - $56.23 $149,234 - $151,033
2,686 Added 3.12%
88,798 $4.98 Million
Q3 2020

Nov 16, 2020
BUY
$56.07 - $56.92 $251,249 - $255,058
4,481 Added 5.49%
86,112 $4.83 Million
Q2 2020

Jul 31, 2020
BUY
$54.35 - $56.24 $117,124 - $121,197
2,155 Added 2.71%
81,631 $4.59 Million
Q1 2020

May 11, 2020
SELL
$50.33 - $56.09 $275,758 - $307,317
-5,479 Reduced 6.45%
79,476 $4.31 Million
Q4 2019

Feb 11, 2020
BUY
$53.21 - $54.14 $121,212 - $123,330
2,278 Added 2.76%
84,955 $4.54 Million
Q3 2019

Nov 14, 2019
BUY
$53.15 - $53.86 $89,504 - $90,700
1,684 Added 2.08%
82,677 $4.45 Million
Q2 2019

Aug 08, 2019
BUY
N/A
4,496 Added 5.88%
80,993 $4.29 Million
Q1 2019

May 14, 2019
BUY
N/A
170 Added 0.22%
76,497 $3.97 Million
Q4 2018

Feb 06, 2019
BUY
N/A
5,659 Added 8.01%
76,327 $3.86 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-910 Reduced 1.27%
70,668 $3.55 Million
Q2 2018

Aug 06, 2018
BUY
N/A
4,751 Added 7.11%
71,578 $3.63 Million
Q1 2018

May 14, 2018
BUY
N/A
5,030 Added 8.14%
66,827 $3.41 Million
Q4 2017

Jan 29, 2018
BUY
N/A
3,999 Added 6.92%
61,797 $3.22 Million
Q3 2017

Nov 09, 2017
BUY
N/A
57,798
57,798 $3.03 Million

Others Institutions Holding SCHZ

# of Institutions
715
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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