A detailed history of Security Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Security Financial Services, Inc. holds 162,752 shares of SCHZ stock, worth $3.76 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
162,752
Previous 153,974 5.7%
Holding current value
$3.76 Million
Previous $7.08 Million 4.74%
% of portfolio
1.64%
Previous 1.63%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$44.66 - $45.99 $392,025 - $403,700
8,778 Added 5.7%
162,752 $7.42 Million
Q1 2024

Apr 11, 2024

BUY
$45.44 - $46.67 $1.91 Million - $1.96 Million
42,018 Added 37.53%
153,974 $7.08 Million
Q4 2023

Jan 16, 2024

SELL
$43.09 - $46.83 $787,771 - $856,146
-18,282 Reduced 14.04%
111,956 $5.22 Million
Q3 2023

Nov 07, 2023

SELL
$44.14 - $46.33 $497,590 - $522,278
-11,273 Reduced 7.97%
130,238 $5.76 Million
Q2 2023

Aug 11, 2023

BUY
$45.86 - $47.33 $272,133 - $280,856
5,934 Added 4.38%
141,511 $6.53 Million
Q1 2023

May 02, 2023

BUY
$45.33 - $47.44 $936,744 - $980,347
20,665 Added 17.98%
135,577 $6.36 Million
Q4 2022

Jan 30, 2023

BUY
$44.04 - $47.03 $1.02 Million - $1.09 Million
23,158 Added 25.24%
114,912 $5.25 Million
Q3 2022

Oct 19, 2022

SELL
$44.98 - $49.09 $647,082 - $706,208
-14,386 Reduced 13.55%
91,754 $4.16 Million
Q2 2022

Jul 20, 2022

SELL
$46.62 - $50.36 $367,318 - $396,786
-7,879 Reduced 6.91%
106,140 $5.08 Million
Q1 2022

Apr 19, 2022

BUY
$50.05 - $53.52 $5.71 Million - $6.1 Million
114,019 New
114,019 $5.77 Million

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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