Congress Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 596,702 shares of SCHZ stock, worth $14 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

596,702

Previous 614,202 2.85%

Holding current value

$14 Million

Previous $14.2 Million 2.51%

% of portfolio

0.14%

Previous 0.18%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$22.68 - $23.28 $396,900 - $407,400	-17,500 Reduced 2.85%	596,702 $13.9 Million
Q1 2025 May 14, 2025	SELL	$22.46 - $23.26 $745,874 - $772,441	-33,209 Reduced 5.13%	614,202 $14.2 Million
Q4 2024 Feb 11, 2025	BUY	$22.63 - $47.53 $7.39 Million - $15.5 Million	326,701 Added 101.87%	647,411 $14.7 Million
Q3 2024 Nov 12, 2024	BUY	$45.2 - $47.87 $122,220 - $129,440	2,704 Added 0.85%	320,710 $15.2 Million
Q2 2024 Aug 13, 2024	BUY	$44.66 - $45.99 $424,091 - $436,721	9,496 Added 3.08%	318,006 $14.5 Million

Q1 2024 Apr 18, 2024	BUY	$45.44 - $46.67 $399,326 - $410,135	8,788 Added 2.93%	308,510 $14.2 Million
Q4 2023 Feb 09, 2024	BUY	$43.09 - $46.83 $10.9 Million - $11.8 Million	252,991 Added 541.38%	299,722 $14 Million
Q3 2023 Oct 30, 2023	SELL	$44.14 - $46.33 $13.3 Million - $13.9 Million	-300,922 Reduced 86.56%	46,731 $2.07 Million
Q2 2023 Jul 13, 2023	BUY	$45.86 - $47.33 $15 Million - $15.4 Million	326,051 Added 1509.36%	347,653 $16 Million
Q1 2023 Apr 14, 2023	SELL	$45.33 - $47.44 $24,568 - $25,712	-542 Reduced 2.45%	21,602 $1.01 Million
Q4 2022 Feb 02, 2023	SELL	$44.04 - $47.03 $24,618 - $26,289	-559 Reduced 2.46%	22,144 $1.01 Million
Q3 2022 Nov 08, 2022	BUY	$44.98 - $49.09 $27,167 - $29,650	604 Added 2.73%	22,703 $1.03 Million
Q2 2022 Aug 11, 2022	BUY	$46.62 - $50.36 $117,948 - $127,410	2,530 Added 12.93%	22,099 $1.06 Million
Q1 2022 May 16, 2022	SELL	$50.05 - $53.52 $62,812 - $67,167	-1,255 Reduced 6.03%	19,569 $990,000
Q4 2021 Feb 04, 2022	BUY	$53.63 - $54.52 $1.12 Million - $1.14 Million	20,824 New	20,824 $1.12 Million

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

174M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Congress Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History