Burt Wealth Advisors Schwab Us Aggregate Bond ETF Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 2025

A detailed history of Burt Wealth Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Burt Wealth Advisors holds 41,828 shares of SCHZ stock, worth $978,775. This represents 0.25% of its overall portfolio holdings.

Number of Shares
41,828
Previous 41,730 0.23%
Holding current value
$978,775
Previous $966,000 1.55%
% of portfolio
0.25%
Previous 0.22%

Shares

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

Nov 05, 2025
BUY
$22.9 - $23.58 $2,244 - $2,310
98 Added 0.23%
41,828 $981,000
Q2 2025

Jul 09, 2025
SELL
$22.68 - $23.28 $7,439 - $7,635
-328 Reduced 0.78%
41,730 $966,000
Q1 2025

Apr 22, 2025
SELL
$22.46 - $23.26 $11,679 - $12,095
-520 Reduced 1.22%
42,058 $974,000
Q4 2024

Feb 06, 2025
BUY
$22.63 - $47.53 $433,115 - $909,676
19,139 Added 81.65%
42,578 $966,000
Q1 2024

Apr 18, 2024
BUY
$45.44 - $46.67 $5,816 - $5,973
128 Added 0.55%
23,439 $1.08 Million
Q4 2023

Feb 01, 2024
SELL
$43.09 - $46.83 $77,863 - $84,621
-1,807 Reduced 7.19%
23,311 $1.09 Million
Q3 2023

Oct 11, 2023
SELL
$44.14 - $46.33 $88,280 - $92,660
-2,000 Reduced 7.38%
25,118 $1.11 Million
Q2 2023

Jul 18, 2023
SELL
$45.86 - $47.33 $10,089 - $10,412
-220 Reduced 0.8%
27,118 $1.25 Million
Q1 2023

Apr 13, 2023
BUY
$45.33 - $47.44 $5,167 - $5,408
114 Added 0.42%
27,338 $1.28 Million
Q4 2022

Jan 17, 2023
BUY
$44.04 - $47.03 $681,607 - $727,883
15,477 Added 131.75%
27,224 $1.24 Million
Q3 2022

Oct 11, 2022
SELL
$44.98 - $49.09 $156,350 - $170,636
-3,476 Reduced 22.83%
11,747 $532,000
Q2 2022

Jul 29, 2022
SELL
$46.62 - $50.36 $581,491 - $628,140
-12,473 Reduced 45.04%
15,223 $729,000
Q1 2022

Apr 19, 2022
SELL
$50.05 - $53.52 $1.67 Million - $1.78 Million
-33,314 Reduced 54.6%
27,696 $1.4 Million
Q4 2021

Jan 13, 2022
BUY
$53.63 - $54.52 $2.35 Million - $2.39 Million
43,847 Added 255.47%
61,010 $3.29 Million
Q3 2021

Oct 06, 2021
BUY
$54.26 - $55.17 $462,837 - $470,600
8,530 Added 98.81%
17,163 $931,000
Q2 2021

Jul 14, 2021
BUY
$53.9 - $54.6 $114,968 - $116,461
2,133 Added 32.82%
8,633 $471,000
Q1 2021

Apr 15, 2021
BUY
$53.75 - $55.97 $21,285 - $22,164
396 Added 6.49%
6,500 $351,000
Q2 2020

Aug 05, 2020
SELL
$54.35 - $56.24 $31,794 - $32,900
-585 Reduced 8.75%
6,104 $343,000
Q4 2019

Jan 29, 2020
SELL
$53.21 - $54.14 $74,813 - $76,120
-1,406 Reduced 17.37%
6,689 $357,000
Q3 2019

Oct 31, 2019
SELL
$53.15 - $53.86 $24,927 - $25,260
-469 Reduced 5.48%
8,095 $436,000
Q2 2019

Aug 05, 2019
BUY
N/A
193 Added 2.31%
8,564 $454,000
Q1 2019

Apr 24, 2019
SELL
N/A
-4,734 Reduced 36.12%
8,371 $434,000
Q4 2018

Feb 08, 2019
BUY
N/A
58 Added 0.44%
13,105 $663,000
Q3 2018

Oct 30, 2018
BUY
N/A
390 Added 3.08%
13,047 $656,000
Q2 2018

Jul 27, 2018
SELL
N/A
-125 Reduced 0.98%
12,657 $641,000
Q1 2018

Apr 24, 2018
BUY
N/A
68 Added 0.53%
12,782 $652,000
Q4 2017

Jan 30, 2018
BUY
N/A
143 Added 1.14%
12,714 $662,000
Q3 2017

Nov 09, 2017
SELL
N/A
-57 Reduced 0.45%
12,571 $658,000
Q2 2017

Aug 07, 2017
BUY
N/A
12,628
12,628 $659,000

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
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