Waterford Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Waterford Advisors, LLC

  • $289 Billion
  • Q3 2025

A detailed history of Waterford Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 384,326 shares of SCHZ stock, worth $8.99 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares
384,326
Previous 13,381 2772.18%
Holding current value
$8.99 Million
Previous $310,000 2909618.39%
% of portfolio
3.12%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$22.9 - $23.58 $8.49 Million - $8.75 Million
370,945 Added 2772.18%
384,326 $9.02 Billion
Q2 2025

Aug 14, 2025
SELL
$22.68 - $23.28 $7.53 Million - $7.73 Million
-331,904 Reduced 96.12%
13,381 $310,000
Q1 2025

May 14, 2025
BUY
$22.46 - $23.26 $7.76 Million - $8.03 Million
345,285 New
345,285 $8 Million
Q2 2024

Aug 14, 2024
SELL
$44.66 - $45.99 $66,141 - $68,111
-1,481 Reduced 0.63%
234,842 $10.7 Million
Q1 2024

May 15, 2024
BUY
$45.44 - $46.67 $13,677 - $14,047
301 Added 0.13%
236,323 $10.9 Million
Q4 2023

Feb 13, 2024
SELL
$43.09 - $46.83 $4.82 Million - $5.24 Million
-111,803 Reduced 32.14%
236,022 $11 Million
Q3 2023

Nov 07, 2023
BUY
$44.14 - $46.33 $625,993 - $657,052
14,182 Added 4.25%
347,825 $15.4 Million
Q2 2023

Jul 31, 2023
BUY
$45.86 - $47.33 $584,852 - $603,599
12,753 Added 3.97%
333,643 $15.4 Million
Q1 2023

May 02, 2023
BUY
$45.33 - $47.44 $341,425 - $357,318
7,532 Added 2.4%
320,890 $15.1 Million
Q4 2022

Feb 14, 2023
BUY
$44.04 - $47.03 $13.8 Million - $14.7 Million
313,358 New
313,358 $14.3 Million

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
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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