Towercrest Capital Management Schwab Us Aggregate Bond ETF Transaction History

Towercrest Capital Management

  • $625 Million
  • Q4 2025

A detailed history of Towercrest Capital Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Towercrest Capital Management holds 1,018,851 shares of SCHZ stock, worth $23.8 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares
1,018,851
Previous 1,063,942 4.24%
Holding current value
$23.8 Million
Previous $25 Million 4.52%
% of portfolio
3.81%
Previous 4.03%

Shares

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

Jan 21, 2026
SELL
$23.37 - $23.7 $1.05 Million - $1.07 Million
-45,091 Reduced 4.24%
1,018,851 $23.8 Million
Q3 2025

Oct 24, 2025
BUY
$22.9 - $23.58 $824,606 - $849,092
36,009 Added 3.5%
1,063,942 $25 Million
Q2 2025

Aug 05, 2025
SELL
$22.68 - $23.28 $1.4 Million - $1.43 Million
-61,513 Reduced 5.65%
1,027,933 $23.9 Million
Q1 2025

May 08, 2025
BUY
$22.46 - $23.26 $427,526 - $442,754
19,035 Added 1.78%
1,089,446 $25.2 Million
Q4 2024

Feb 11, 2025
BUY
$22.63 - $47.53 $11.7 Million - $24.7 Million
519,127 Added 94.17%
1,070,411 $24.3 Million
Q3 2024

Nov 12, 2024
BUY
$45.2 - $47.87 $380,448 - $402,921
8,417 Added 1.55%
551,284 $26.2 Million
Q2 2024

Aug 06, 2024
BUY
$44.66 - $45.99 $440,124 - $453,231
9,855 Added 1.85%
542,867 $24.7 Million
Q1 2024

May 09, 2024
BUY
$45.44 - $46.67 $405,642 - $416,623
8,927 Added 1.7%
533,012 $24.5 Million
Q4 2023

Feb 08, 2024
SELL
$43.09 - $46.83 $462,829 - $503,001
-10,741 Reduced 2.01%
524,085 $24.4 Million
Q3 2023

Nov 13, 2023
BUY
$44.14 - $46.33 $615,135 - $645,654
13,936 Added 2.68%
534,826 $23.7 Million
Q2 2023

Aug 04, 2023
BUY
$45.86 - $47.33 $112,632 - $116,242
2,456 Added 0.47%
520,890 $24 Million
Q1 2023

May 11, 2023
BUY
$45.33 - $47.44 $1.3 Million - $1.37 Million
28,783 Added 5.88%
518,434 $24.3 Million
Q4 2022

Feb 09, 2023
SELL
$44.04 - $47.03 $1.27 Million - $1.35 Million
-28,733 Reduced 5.54%
489,651 $22.4 Million
Q3 2022

Nov 14, 2022
SELL
$44.98 - $49.09 $1.73 Million - $1.89 Million
-38,468 Reduced 6.91%
518,384 $23.5 Million
Q2 2022

Aug 11, 2022
SELL
$46.62 - $50.36 $3.68 Million - $3.97 Million
-78,875 Reduced 12.41%
556,852 $26.7 Million
Q1 2022

May 11, 2022
BUY
$50.05 - $53.52 $1.01 Million - $1.08 Million
20,260 Added 3.29%
635,727 $32.1 Million
Q4 2021

Feb 10, 2022
BUY
$53.63 - $54.52 $114,821 - $116,727
2,141 Added 0.35%
615,467 $33.2 Million
Q3 2021

Dec 10, 2021
BUY
$54.26 - $55.17 $1.33 Million - $1.36 Million
24,598 Added 4.18%
613,326 $33.3 Million
Q2 2021

Aug 13, 2021
BUY
$53.9 - $54.6 $722,475 - $731,858
13,404 Added 2.33%
588,728 $32.1 Million
Q1 2021

May 14, 2021
BUY
$53.75 - $55.97 $3.49 Million - $3.64 Million
64,996 Added 12.74%
575,324 $31 Million
Q4 2020

Feb 12, 2021
BUY
$55.56 - $56.23 $620,883 - $628,370
11,175 Added 2.24%
510,328 $28.6 Million
Q3 2020

Nov 13, 2020
BUY
$56.07 - $56.92 $3.24 Million - $3.28 Million
57,700 Added 13.07%
499,153 $28 Million
Q2 2020

Aug 13, 2020
SELL
$54.35 - $56.24 $1.31 Million - $1.35 Million
-24,040 Reduced 5.16%
441,453 $24.8 Million
Q1 2020

May 14, 2020
BUY
$50.33 - $56.09 $1.2 Million - $1.34 Million
23,856 Added 5.4%
465,493 $25.3 Million
Q4 2019

Feb 14, 2020
BUY
$53.21 - $54.14 $539,496 - $548,925
10,139 Added 2.35%
441,637 $23.6 Million
Q3 2019

Nov 13, 2019
BUY
$53.15 - $53.86 $1.29 Million - $1.3 Million
24,197 Added 5.94%
431,498 $23.2 Million
Q2 2019

Aug 14, 2019
BUY
N/A
35,661 Added 9.6%
407,301 $21.6 Million
Q1 2019

May 15, 2019
SELL
N/A
-11,588 Reduced 3.02%
371,640 $19.3 Million
Q4 2018

Feb 15, 2019
SELL
N/A
-12,495 Reduced 3.16%
383,228 $19.4 Million
Q3 2018

Nov 19, 2018
BUY
N/A
31,520 Added 8.65%
395,723 $19.9 Million
Q2 2018

Aug 14, 2018
BUY
N/A
364,203 New
364,203 $18.4 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
Track This Portfolio

Track Towercrest Capital Management Portfolio

Follow Towercrest Capital Management 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 Towercrest Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Towercrest Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email