Blossom Wealth Management Schwab Us Aggregate Bond ETF Transaction History

Blossom Wealth Management

$61.6 Million
Q3 2025

A detailed history of Blossom Wealth Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Blossom Wealth Management holds 84,810 shares of SCHZ stock, worth $1.98 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares

84,810

Previous 80,700 5.09%

Holding current value

$1.98 Million

Previous $1.87 Million 6.53%

% of portfolio

3.23%

Previous 3.32%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$22.9 - $23.58 $94,119 - $96,913	4,110 Added 5.09%	84,810 $1.99 Million
Q2 2025 Jul 16, 2025	BUY	$22.68 - $23.28 $176,178 - $180,839	7,768 Added 10.65%	80,700 $1.87 Million
Q1 2025 Apr 22, 2025	BUY	$22.46 - $23.26 $162,453 - $168,239	7,233 Added 11.01%	72,932 $1.69 Million
Q4 2024 Jan 23, 2025	BUY	$22.63 - $47.53 $815,675 - $1.71 Million	36,044 Added 121.54%	65,699 $1.49 Million
Q3 2024 Oct 22, 2024	BUY	$45.2 - $47.87 $48,228 - $51,077	1,067 Added 3.73%	29,655 $1.41 Million

Q2 2024 Jul 19, 2024	BUY	$44.66 - $45.99 $61,005 - $62,822	1,366 Added 5.02%	28,588 $1.3 Million
Q1 2024 Apr 22, 2024	BUY	$45.44 - $46.67 $4,271 - $4,386	94 Added 0.35%	27,222 $1.25 Million
Q4 2023 Jan 26, 2024	BUY	$43.09 - $46.83 $14,305 - $15,547	332 Added 1.24%	27,128 $1.26 Million
Q3 2023 Oct 19, 2023	BUY	$44.14 - $46.33 $34,031 - $35,720	771 Added 2.96%	26,796 $1.19 Million
Q2 2023 Jul 20, 2023	BUY	$45.86 - $47.33 $138,451 - $142,889	3,019 Added 13.12%	26,025 $1.2 Million
Q1 2023 Apr 19, 2023	SELL	$45.33 - $47.44 $52,129 - $54,556	-1,150 Reduced 4.76%	23,006 $1.08 Million
Q4 2022 Jan 19, 2023	BUY	$44.04 - $47.03 $113,887 - $121,619	2,586 Added 11.99%	24,156 $0
Q3 2022 Oct 21, 2022	SELL	$44.98 - $49.09 $25,008 - $27,294	-556 Reduced 2.51%	21,570 $977,000
Q2 2022 Jul 22, 2022	BUY	$46.62 - $50.36 $27,505 - $29,712	590 Added 2.74%	22,126 $1.06 Million
Q1 2022 Apr 22, 2022	BUY	$50.05 - $53.52 $104,954 - $112,231	2,097 Added 10.79%	21,536 $1.09 Million
Q4 2021 Jan 20, 2022	BUY	$53.63 - $54.52 $164,912 - $167,649	3,075 Added 18.79%	19,439 $1.05 Million
Q3 2021 Oct 19, 2021	BUY	$54.26 - $55.17 $82,258 - $83,637	1,516 Added 10.21%	16,364 $888,000
Q2 2021 Jul 20, 2021	BUY	$53.9 - $54.6 $37,837 - $38,329	702 Added 4.96%	14,848 $811,000
Q1 2021 Apr 14, 2021	BUY	$53.75 - $55.97 $141,738 - $147,592	2,637 Added 22.91%	14,146 $763,000
Q4 2020 Jan 22, 2021	BUY	$55.56 - $56.23 $639,440 - $647,151	11,509 New	11,509 $644,000

Others Institutions Holding SCHZ

# of Institutions

706

Shares Held

175M

Call Options Held

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blossom Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Blossom Wealth Management with notifications on news.

Account

Blossom Wealth Management Schwab Us Aggregate Bond ETF Transaction History