Mission Wealth Management, LP Schwab Us Aggregate Bond ETF Transaction History

Mission Wealth Management, LP

  • $4.95 Billion
  • Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 64,006 shares of SCHZ stock, worth $1.5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
64,006
Holding current value
$1.5 Million
% of portfolio
0.03%

Shares

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

Nov 04, 2025
BUY
$22.9 - $23.58 $1.47 Million - $1.51 Million
64,006 New
64,006 $1.5 Million
Q1 2022

Apr 25, 2022
SELL
$50.05 - $53.52 $223,623 - $239,127
-4,468 Closed
0 $0
Q4 2021

Feb 11, 2022
SELL
$53.63 - $54.52 $127,746 - $129,866
-2,382 Reduced 34.77%
4,468 $241,000
Q3 2021

Nov 05, 2021
BUY
$54.26 - $55.17 $20,184 - $20,523
372 Added 5.74%
6,850 $372,000
Q2 2021

Aug 10, 2021
SELL
$53.9 - $54.6 $29,860 - $30,248
-554 Reduced 7.88%
6,478 $354,000
Q1 2021

May 10, 2021
SELL
$53.75 - $55.97 $129,000 - $134,328
-2,400 Reduced 25.45%
7,032 $379,000
Q4 2020

Jan 19, 2021
SELL
$55.56 - $56.23 $67,283 - $68,094
-1,211 Reduced 11.38%
9,432 $528,000
Q3 2020

Oct 16, 2020
SELL
$56.07 - $56.92 $191,759 - $194,666
-3,420 Reduced 24.32%
10,643 $597,000
Q2 2020

Aug 03, 2020
SELL
$54.35 - $56.24 $232,835 - $240,932
-4,284 Reduced 23.35%
14,063 $791,000
Q1 2020

Apr 10, 2020
SELL
$50.33 - $56.09 $247,422 - $275,738
-4,916 Reduced 21.13%
18,347 $996,000
Q4 2019

Jan 21, 2020
SELL
$53.21 - $54.14 $163,727 - $166,588
-3,077 Reduced 11.68%
23,263 $1.24 Million
Q3 2019

Oct 16, 2019
SELL
$53.15 - $53.86 $45,496 - $46,104
-856 Reduced 3.15%
26,340 $1.42 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-913 Reduced 3.25%
27,196 $1.44 Million
Q1 2019

May 14, 2019
SELL
N/A
-1,041 Reduced 3.57%
28,109 $1.46 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-564 Reduced 1.9%
29,150 $1.48 Million
Q3 2018

Nov 01, 2018
BUY
N/A
4,212 Added 16.52%
29,714 $1.49 Million
Q2 2018

Aug 08, 2018
BUY
N/A
6,880 Added 36.95%
25,502 $1.29 Million
Q1 2018

May 04, 2018
BUY
N/A
12,577 Added 208.06%
18,622 $950,000
Q4 2017

Feb 09, 2018
BUY
N/A
6,045
6,045 $315,000

Others Institutions Holding SCHZ

# of Institutions
711
Shares Held
175M
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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