Sea Crest Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Sea Crest Wealth Management, LLC

  • $913 Million
  • Q4 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 53,949 shares of SCHZ stock, worth $1.26 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
53,949
Previous 51,780 4.19%
Holding current value
$1.26 Million
Previous $1.22 Million 3.87%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 12, 2026
BUY
$23.37 - $23.7 $50,689 - $51,405
2,169 Added 4.19%
53,949 $1.26 Million
Q3 2025

Nov 13, 2025
SELL
$22.9 - $23.58 $333,767 - $343,678
-14,575 Reduced 21.97%
51,780 $1.22 Million
Q2 2025

Jul 11, 2025
SELL
$22.68 - $23.28 $250,183 - $256,801
-11,031 Reduced 14.25%
66,355 $1.54 Million
Q1 2025

Apr 11, 2025
BUY
$22.46 - $23.26 $74,926 - $77,595
3,336 Added 4.51%
77,386 $1.79 Million
Q4 2024

Jan 14, 2025
BUY
$22.63 - $47.53 $788,746 - $1.66 Million
34,854 Added 88.92%
74,050 $1.68 Million
Q3 2024

Oct 16, 2024
SELL
$45.2 - $47.87 $3,435 - $3,638
-76 Reduced 0.19%
39,196 $1.86 Million
Q2 2024

Jul 19, 2024
SELL
$44.66 - $45.99 $28,850 - $29,709
-646 Reduced 1.62%
39,272 $1.79 Million
Q1 2024

Apr 18, 2024
BUY
$45.44 - $46.67 $4,271 - $4,386
94 Added 0.24%
39,918 $1.84 Million
Q4 2023

Jan 18, 2024
SELL
$43.09 - $46.83 $933,458 - $1.01 Million
-21,663 Reduced 35.23%
39,824 $1.86 Million
Q3 2023

Oct 12, 2023
SELL
$44.14 - $46.33 $15,095 - $15,844
-342 Reduced 0.55%
61,487 $2.72 Million
Q2 2023

Jul 14, 2023
SELL
$45.86 - $47.33 $97,269 - $100,386
-2,121 Reduced 3.32%
61,829 $2.85 Million
Q1 2023

May 11, 2023
SELL
$45.33 - $47.44 $31,866 - $33,350
-703 Reduced 1.09%
63,950 $3 Million
Q4 2022

Feb 14, 2023
SELL
$44.04 - $47.03 $30,739 - $32,826
-698 Reduced 1.07%
64,653 $2.95 Million
Q3 2022

Nov 14, 2022
BUY
$44.98 - $49.09 $292,325 - $319,035
6,499 Added 11.04%
65,351 $2.96 Million
Q2 2022

Aug 09, 2022
SELL
$46.62 - $50.36 $93,939 - $101,475
-2,015 Reduced 3.31%
58,852 $2.82 Million
Q1 2022

May 16, 2022
BUY
$50.05 - $53.52 $64,714 - $69,201
1,293 Added 2.17%
60,867 $3.08 Million
Q4 2021

Feb 11, 2022
SELL
$53.63 - $54.52 $34,323 - $34,892
-640 Reduced 1.06%
59,574 $3.21 Million
Q3 2021

Nov 16, 2021
SELL
$54.26 - $55.17 $1.01 Million - $1.03 Million
-18,652 Reduced 23.65%
60,214 $3.27 Million
Q2 2021

Aug 12, 2021
BUY
$53.9 - $54.6 $582,928 - $590,499
10,815 Added 15.89%
78,866 $4.31 Million
Q1 2021

May 17, 2021
BUY
$53.75 - $55.97 $1.04 Million - $1.08 Million
19,343 Added 39.71%
68,051 $3.67 Million
Q4 2020

Feb 09, 2021
BUY
$55.56 - $56.23 $597,270 - $604,472
10,750 Added 28.32%
48,708 $2.73 Million
Q3 2020

Nov 12, 2020
SELL
$56.07 - $56.92 $116,737 - $118,507
-2,082 Reduced 5.2%
37,958 $2.13 Million
Q2 2020

Jul 27, 2020
SELL
$54.35 - $56.24 $39,403 - $40,774
-725 Reduced 1.78%
40,040 $2.25 Million
Q1 2020

May 13, 2020
SELL
$50.33 - $56.09 $223,414 - $248,983
-4,439 Reduced 9.82%
40,765 $2.21 Million
Q4 2019

Jan 22, 2020
BUY
$53.21 - $54.14 $49,751 - $50,620
935 Added 2.11%
45,204 $2.42 Million
Q3 2019

Oct 15, 2019
BUY
$53.15 - $53.86 $31,730 - $32,154
597 Added 1.37%
44,269 $2.38 Million
Q2 2019

Jul 19, 2019
SELL
N/A
-3,384 Reduced 7.19%
43,672 $2.32 Million
Q1 2019

May 10, 2019
SELL
N/A
-276 Reduced 0.58%
47,056 $2.44 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-170 Reduced 0.36%
47,332 $2.4 Million
Q3 2018

Nov 14, 2018
BUY
N/A
702 Added 1.5%
47,502 $2.39 Million
Q2 2018

Aug 03, 2018
SELL
N/A
-20,721 Reduced 30.69%
46,800 $2.37 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-9,127 Reduced 11.91%
67,521 $3.45 Million
Q4 2017

Feb 02, 2018
BUY
N/A
76,648
76,648 $3.99 Million

Others Institutions Holding SCHZ

# of Institutions
717
Shares Held
176M
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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