Keebeck Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Keebeck Wealth Management, LLC

  • $795 Million
  • Q3 2025

A detailed history of Keebeck Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 13,660 shares of SCHZ stock, worth $319,644. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,660
Previous 12,128 12.63%
Holding current value
$319,644
Previous $281,000 13.88%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2025
BUY
$22.9 - $23.58 $35,082 - $36,124
1,532 Added 12.63%
13,660 $320,000
Q2 2025

Aug 14, 2025
SELL
$22.68 - $23.28 $19,187 - $19,694
-846 Reduced 6.52%
12,128 $281,000
Q1 2025

May 15, 2025
BUY
$22.46 - $23.26 $54,487 - $56,428
2,426 Added 23.0%
12,974 $300,000
Q4 2024

Feb 14, 2025
BUY
$22.63 - $47.53 $119,350 - $250,673
5,274 Added 100.0%
10,548 $239,000
Q2 2024

Aug 14, 2024
BUY
$44.66 - $45.99 $17,640 - $18,166
395 Added 8.1%
5,274 $240,000
Q4 2023

Feb 14, 2024
BUY
$43.09 - $46.83 $210,236 - $228,483
4,879 New
4,879 $227,000

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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