Uma Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 94 shares of SCHZ stock, worth $2,199. This represents 0.0% of its overall portfolio holdings.

Number of Shares
94
Previous 180 47.78%
Holding current value
$2,199
Previous $4,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$22.9 - $23.58 $1,969 - $2,027
-86 Reduced 47.78%
94 $2,000
Q4 2024

Feb 12, 2025
BUY
$22.63 - $47.53 $4,073 - $8,555
180 New
180 $4,000

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
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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