Spire Wealth Management Schwab Us Aggregate Bond ETF Transaction History

Spire Wealth Management

  • $2.82 Billion
  • Q4 2025

A detailed history of Spire Wealth Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Spire Wealth Management holds 5,522 shares of SCHZ stock, worth $129,214. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,522
Previous 5,706 3.22%
Holding current value
$129,214
Previous $133,000 3.01%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 14, 2026
SELL
$23.37 - $23.7 $4,300 - $4,360
-184 Reduced 3.22%
5,522 $129,000
Q3 2025

Oct 23, 2025
BUY
$22.9 - $23.58 $4,167 - $4,291
182 Added 3.29%
5,706 $133,000
Q2 2025

Aug 04, 2025
SELL
$22.68 - $23.28 $25,310 - $25,980
-1,116 Reduced 16.81%
5,524 $128,000
Q1 2025

Apr 23, 2025
BUY
$22.46 - $23.26 $786 - $814
35 Added 0.53%
6,640 $153,000
Q4 2024

Jan 24, 2025
BUY
$22.63 - $47.53 $67,165 - $141,069
2,968 Added 81.61%
6,605 $149,000
Q3 2024

Oct 15, 2024
SELL
$45.2 - $47.87 $768 - $813
-17 Reduced 0.47%
3,637 $172,000
Q2 2024

Jul 31, 2024
SELL
$44.66 - $45.99 $94,143 - $96,946
-2,108 Reduced 36.58%
3,654 $166,000
Q1 2024

Apr 24, 2024
BUY
$45.44 - $46.67 $20,311 - $20,861
447 Added 8.41%
5,762 $265,000
Q4 2023

Feb 06, 2024
SELL
$43.09 - $46.83 $2,240 - $2,435
-52 Reduced 0.97%
5,315 $247,000
Q3 2023

Nov 08, 2023
BUY
$44.14 - $46.33 $88 - $92
2 Added 0.04%
5,367 $237,000
Q2 2023

Aug 09, 2023
SELL
$45.86 - $47.33 $33,798 - $34,882
-737 Reduced 12.08%
5,365 $247,000
Q1 2023

May 09, 2023
BUY
$45.33 - $47.44 $133,179 - $139,378
2,938 Added 92.86%
6,102 $286,000
Q4 2022

Feb 03, 2023
BUY
$44.04 - $47.03 $2,466 - $2,633
56 Added 1.8%
3,164 $144,000
Q3 2022

Nov 07, 2022
SELL
$44.98 - $49.09 $36,028 - $39,321
-801 Reduced 20.49%
3,108 $141,000
Q2 2022

Jul 22, 2022
SELL
$46.62 - $50.36 $150,489 - $162,562
-3,228 Reduced 45.23%
3,909 $187,000
Q1 2022

Apr 18, 2022
SELL
$50.05 - $53.52 $296,245 - $316,784
-5,919 Reduced 45.34%
7,137 $361,000
Q4 2021

Jan 14, 2022
SELL
$53.63 - $54.52 $144,854 - $147,258
-2,701 Reduced 17.14%
13,056 $704,000
Q3 2021

Oct 22, 2021
BUY
$54.26 - $55.17 $13,402 - $13,626
247 Added 1.59%
15,757 $855,000
Q2 2021

Jul 26, 2021
SELL
$53.9 - $54.6 $2.84 Million - $2.88 Million
-52,739 Reduced 77.27%
15,510 $847,000
Q1 2021

May 21, 2021
BUY
$53.75 - $55.97 $3.67 Million - $3.82 Million
68,249 New
68,249 $3.68 Million

Others Institutions Holding SCHZ

# of Institutions
716
Shares Held
180M
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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