Kestra Private Wealth Services, LLC Schwab Us Aggregate Bond ETF Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 26,170 shares of SCHZ stock, worth $612,378. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,170
Previous 30,566 14.38%
Holding current value
$612,378
Previous $710,000 13.52%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
SELL
$22.9 - $23.58 $100,668 - $103,657
-4,396 Reduced 14.38%
26,170 $614,000
Q2 2025

Aug 07, 2025
BUY
$22.68 - $23.28 $185,590 - $190,500
8,183 Added 36.56%
30,566 $710,000
Q1 2025

May 05, 2025
BUY
$22.46 - $23.26 $13,678 - $14,165
609 Added 2.8%
22,383 $518,000
Q4 2024

Jan 28, 2025
BUY
$22.63 - $47.53 $250,152 - $525,396
11,054 Added 103.12%
21,774 $494,000
Q3 2024

Nov 13, 2024
BUY
$45.2 - $47.87 $3,480 - $3,685
77 Added 0.72%
10,720 $509,000
Q2 2024

Aug 12, 2024
SELL
$44.66 - $45.99 $14,693 - $15,130
-329 Reduced 3.0%
10,643 $485,000
Q1 2024

May 02, 2024
SELL
$45.44 - $46.67 $23,992 - $24,641
-528 Reduced 4.59%
10,972 $504,000
Q4 2023

Feb 05, 2024
BUY
$43.09 - $46.83 $54,465 - $59,193
1,264 Added 12.35%
11,500 $536,000
Q3 2023

Nov 07, 2023
BUY
$44.14 - $46.33 $451,817 - $474,233
10,236 New
10,236 $452,000

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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