Waterloo Capital, L.P. Schwab Us Aggregate Bond ETF Transaction History

Waterloo Capital, L.P.

  • $1.24 Trillion
  • Q2 2025

A detailed history of Waterloo Capital, L.P. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Waterloo Capital, L.P. holds 9,909 shares of SCHZ stock, worth $232,366. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,909
Previous 11,480 13.68%
Holding current value
$232,366
Previous $266 Million 13.38%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$22.68 - $23.28 $35,630 - $36,572
-1,571 Reduced 13.68%
9,909 $230 Million
Q1 2025

May 12, 2025
BUY
$22.46 - $23.26 $6,356 - $6,582
283 Added 2.53%
11,480 $266 Million
Q4 2024

Feb 13, 2025
BUY
$22.63 - $47.53 $253,388 - $532,193
11,197 New
11,197 $254 Million
Q1 2023

May 15, 2023
SELL
$45.33 - $47.44 $890,281 - $931,721
-19,640 Closed
0 $0
Q1 2020

Jun 01, 2020
BUY
$50.33 - $56.09 $988,481 - $1.1 Million
19,640 New
19,640 $1.07 Million

Others Institutions Holding SCHZ

# of Institutions
715
Shares Held
169M
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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