Phil A. Younker & Associates, Ltd. Schwab Us Aggregate Bond ETF Transaction History

Phil A. Younker & Associates, Ltd.

  • $143 Billion
  • Q4 2025

A detailed history of Phil A. Younker & Associates, Ltd. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Phil A. Younker & Associates, Ltd. holds 1,468,133 shares of SCHZ stock, worth $34.4 Million. This represents 23.92% of its overall portfolio holdings.

Number of Shares
1,468,133
Previous 1,205,971 21.74%
Holding current value
$34.4 Million
Previous $28.3 Billion 21.22%
% of portfolio
23.92%
Previous 21.68%

Shares

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

Jan 27, 2026
BUY
$23.37 - $23.7 $6.13 Million - $6.21 Million
262,162 Added 21.74%
1,468,133 $34.3 Billion
Q3 2025

Oct 24, 2025
BUY
$22.9 - $23.58 $8.15 Million - $8.39 Million
355,717 Added 41.84%
1,205,971 $28.3 Billion
Q2 2025

Jul 16, 2025
SELL
$22.68 - $23.28 $2.46 Million - $2.52 Million
-108,306 Reduced 11.3%
850,254 $19.8 Billion
Q1 2025

Apr 29, 2025
SELL
$22.46 - $23.26 $549,753 - $569,335
-24,477 Reduced 2.49%
958,560 $22.2 Billion
Q4 2024

Apr 07, 2025
BUY
$22.63 - $47.53 $22.2 Million - $46.7 Million
983,037 New
983,037 $22.3 Billion

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
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