Northwest Capital Management Inc Schwab Us Aggregate Bond ETF Transaction History

Northwest Capital Management Inc

  • $21.4 Million
  • Q4 2025

A detailed history of Northwest Capital Management Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Northwest Capital Management Inc holds 7,277 shares of SCHZ stock, worth $170,281. This represents 0.79% of its overall portfolio holdings.

Number of Shares
7,277
Previous 14,870 51.06%
Holding current value
$170,281
Previous $348,000 51.15%
% of portfolio
0.79%
Previous 0.39%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
$23.37 - $23.7 $177,448 - $179,954
-7,593 Reduced 51.06%
7,277 $170,000
Q3 2025

Oct 20, 2025
SELL
$22.9 - $23.58 $809,858 - $833,906
-35,365 Reduced 70.4%
14,870 $348,000
Q2 2025

Jul 25, 2025
SELL
$22.68 - $23.28 $2.1 Million - $2.16 Million
-92,791 Reduced 64.88%
50,235 $1.17 Million
Q1 2025

May 01, 2025
BUY
$22.46 - $23.26 $820,845 - $850,083
36,547 Added 34.32%
143,026 $3.31 Million
Q4 2024

Feb 04, 2025
BUY
$22.63 - $47.53 $167,077 - $350,913
7,383 Added 7.45%
106,479 $2.42 Million
Q3 2024

Oct 08, 2024
BUY
$45.2 - $47.87 $2.88 Million - $3.05 Million
63,814 Added 180.87%
99,096 $4.71 Million
Q2 2024

Jul 09, 2024
BUY
$44.66 - $45.99 $1.56 Million - $1.61 Million
34,962 Added 10925.63%
35,282 $1.61 Million
Q3 2023

Oct 10, 2023
SELL
$44.14 - $46.33 $31,206 - $32,755
-707 Reduced 68.84%
320 $14,000
Q2 2023

Aug 03, 2023
BUY
$45.86 - $47.33 $47,098 - $48,607
1,027 New
1,027 $47,000
Q3 2022

Nov 07, 2022
SELL
$44.98 - $49.09 $58,114 - $63,424
-1,292 Reduced 10.84%
10,631 $482,000
Q2 2022

Aug 02, 2022
BUY
$46.62 - $50.36 $555,850 - $600,442
11,923 New
11,923 $571,000

Others Institutions Holding SCHZ

# of Institutions
717
Shares Held
181M
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
Track This Portfolio

Track Northwest Capital Management Inc Portfolio

Follow Northwest Capital Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Capital Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email