Badgley Phelps Wealth Managers, LLC Schwab Us Aggregate Bond ETF Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 20,880 shares of SCHZ stock, worth $488,591. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,880
Previous 20,527 1.72%
Holding current value
$488,591
Previous $475,000 3.16%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2025
BUY
$22.9 - $23.58 $8,083 - $8,323
353 Added 1.72%
20,880 $490,000
Q1 2025

Apr 30, 2025
BUY
$22.46 - $23.26 $26,435 - $27,377
1,177 Added 6.08%
20,527 $475,000
Q4 2024

Feb 10, 2025
BUY
$22.63 - $47.53 $210,911 - $442,979
9,320 Added 92.92%
19,350 $439,000
Q3 2024

Oct 17, 2024
BUY
$45.2 - $47.87 $1,582 - $1,675
35 Added 0.35%
10,030 $476,000
Q2 2024

Aug 13, 2024
BUY
$44.66 - $45.99 $23,714 - $24,420
531 Added 5.61%
9,995 $455,000
Q4 2023

Feb 14, 2024
BUY
$43.09 - $46.83 $193,905 - $210,735
4,500 Added 90.65%
9,464 $441,000
Q3 2023

Nov 02, 2023
BUY
$44.14 - $46.33 $219,110 - $229,982
4,964 New
4,964 $219,000
Q4 2022

Jan 27, 2023
SELL
$44.04 - $47.03 $9,468 - $10,111
-215 Reduced 3.39%
6,135 $0
Q2 2022

Aug 01, 2022
BUY
$46.62 - $50.36 $296,037 - $319,786
6,350 New
6,350 $304,000

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
Track This Portfolio

Track Badgley Phelps Wealth Managers, LLC Portfolio

Follow Badgley Phelps Wealth Managers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Badgley Phelps Wealth Managers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Badgley Phelps Wealth Managers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email