Wfa Of San Diego, LLC Schwab Us Aggregate Bond ETF Transaction History

Wfa Of San Diego, LLC

  • $132 Million
  • Q2 2025

A detailed history of Wfa Of San Diego, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 3,578 shares of SCHZ stock, worth $84,297. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,578
Previous 1,351 164.84%
Holding current value
$84,297
Previous $64,000 29.69%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 14, 2025
BUY
$22.68 - $23.28 $50,508 - $51,844
2,227 Added 164.84%
3,578 $83,000
Q2 2024

Aug 14, 2024
BUY
$44.66 - $45.99 $178 - $183
4 Added 0.3%
1,351 $61,000
Q3 2023

Nov 02, 2023
SELL
$44.14 - $46.33 $3,928 - $4,123
-89 Reduced 6.2%
1,347 $59,000
Q2 2023

Aug 10, 2023
BUY
$45.86 - $47.33 $65,854 - $67,965
1,436 New
1,436 $66,000
Q4 2022

Jan 31, 2023
BUY
$44.04 - $47.03 $100,235 - $107,040
2,276 New
2,276 $103,000
Q2 2022

Jul 28, 2022
BUY
$46.62 - $50.36 $96,922 - $104,698
2,079 New
2,079 $100,000
Q1 2022

Apr 25, 2022
SELL
$50.05 - $53.52 $111,211 - $118,921
-2,222 Closed
0 $0
Q4 2021

Feb 07, 2022
BUY
$53.63 - $54.52 $321 - $327
6 Added 0.27%
2,222 $120,000
Q3 2021

Oct 25, 2021
BUY
$54.26 - $55.17 $120,240 - $122,256
2,216 New
2,216 $120,000
Q3 2020

Nov 06, 2020
SELL
$56.07 - $56.92 $321,673 - $326,550
-5,737 Closed
0 $0
Q2 2020

Aug 27, 2020
BUY
$54.35 - $56.24 $311,805 - $322,648
5,737 New
5,737 $323,000

Others Institutions Holding SCHZ

# of Institutions
718
Shares Held
172M
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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