Youngs Advisory Group, Inc. Schwab Us Aggregate Bond ETF Transaction History

Youngs Advisory Group, Inc.

  • $262 Million
  • Q2 2025

A detailed history of Youngs Advisory Group, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 9,744 shares of SCHZ stock, worth $224,794. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,744
Holding current value
$224,794
% of portfolio
0.09%

Shares

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

Jul 16, 2025
BUY
$22.68 - $23.28 $220,993 - $226,840
9,744 New
9,744 $225,000
Q2 2022

Jul 13, 2022
SELL
$46.62 - $50.36 $189,743 - $204,965
-4,070 Closed
0 $0
Q1 2022

Apr 29, 2022
BUY
$50.05 - $53.52 $2,252 - $2,408
45 Added 1.12%
4,070 $206,000
Q4 2021

Jan 26, 2022
BUY
$53.63 - $54.52 $215,860 - $219,443
4,025 New
4,025 $217,000
Q2 2018

Aug 07, 2018
SELL
N/A
-4,120 Closed
0 $0
Q1 2018

Apr 24, 2018
SELL
N/A
-59,112 Reduced 93.48%
4,120 $210,000
Q4 2017

Jan 24, 2018
BUY
N/A
63,232
63,232 $3.29 Million

Others Institutions Holding SCHZ

# of Institutions
708
Shares Held
169M
Call Options Held
1.7K
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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