Caliber Wealth Management, LLC / Ks Schwab Us Aggregate Bond ETF Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 9,740 shares of SCHZ stock, worth $227,916. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,740
Previous 9,451 3.06%
Holding current value
$227,916
Previous $220 Million 4.08%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 05, 2025
BUY
$22.9 - $23.58 $6,618 - $6,814
289 Added 3.06%
9,740 $229 Million
Q2 2025

Jul 30, 2025
SELL
$22.68 - $23.28 $12,156 - $12,478
-536 Reduced 5.37%
9,451 $220 Million
Q1 2025

May 06, 2025
BUY
$22.46 - $23.26 $224,308 - $232,297
9,987 New
9,987 $231 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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