Verity Wealth Advisors Schwab Us Aggregate Bond ETF Transaction History

Verity Wealth Advisors

$159 Million
Q4 2025

A detailed history of Verity Wealth Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Verity Wealth Advisors holds 35,914 shares of SCHZ stock, worth $840,387. This represents 0.53% of its overall portfolio holdings.

Number of Shares

35,914

Previous 35,890 0.07%

Holding current value

$840,387

Previous $842,000 0.24%

% of portfolio

0.53%

Previous 0.54%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$23.37 - $23.7 $560 - $568	24 Added 0.07%	35,914 $840,000
Q3 2025 Oct 17, 2025	SELL	$22.9 - $23.58 $72,753 - $74,913	-3,177 Reduced 8.13%	35,890 $842,000
Q2 2025 Aug 07, 2025	BUY	$22.68 - $23.28 $16,919 - $17,366	746 Added 1.95%	39,067 $907,000
Q1 2025 Apr 22, 2025	SELL	$22.46 - $23.26 $169,640 - $175,682	-7,553 Reduced 16.46%	38,321 $887,000
Q4 2024 Feb 07, 2025	BUY	$22.63 - $47.53 $520,082 - $1.09 Million	22,982 Added 100.39%	45,874 $1.04 Million

Q3 2024 Oct 02, 2024	BUY	$45.2 - $47.87 $1,446 - $1,531	32 Added 0.14%	22,892 $1.09 Million
Q2 2024 Aug 02, 2024	BUY	$44.66 - $45.99 $16,032 - $16,510	359 Added 1.6%	22,860 $1.04 Million
Q1 2024 Apr 04, 2024	BUY	$45.44 - $46.67 $6,088 - $6,253	134 Added 0.6%	22,501 $1.04 Million
Q4 2023 Jan 04, 2024	SELL	$43.09 - $46.83 $1.6 Million - $1.74 Million	-37,221 Reduced 62.46%	22,367 $1.04 Million
Q3 2023 Oct 26, 2023	BUY	$44.14 - $46.33 $162,611 - $170,679	3,684 Added 6.59%	59,588 $2.64 Million
Q2 2023 Jul 27, 2023	SELL	$45.86 - $47.33 $35,770 - $36,917	-780 Reduced 1.38%	55,904 $2.58 Million
Q1 2023 May 08, 2023	SELL	$45.33 - $47.44 $59,790 - $62,573	-1,319 Reduced 2.27%	56,684 $2.66 Million
Q4 2022 Jan 11, 2023	SELL	$44.04 - $47.03 $1.41 Million - $1.51 Million	-32,032 Reduced 35.58%	58,003 $0
Q3 2022 Oct 27, 2022	SELL	$44.98 - $49.09 $80,154 - $87,478	-1,782 Reduced 1.94%	90,035 $4.08 Million
Q2 2022 Jul 12, 2022	SELL	$46.62 - $50.36 $608,763 - $657,600	-13,058 Reduced 12.45%	91,817 $4.4 Million
Q1 2022 Apr 11, 2022	SELL	$50.05 - $53.52 $1.06 Million - $1.14 Million	-21,223 Reduced 16.83%	104,875 $5.3 Million
Q4 2021 Jan 20, 2022	BUY	$53.63 - $54.52 $517,368 - $525,954	9,647 Added 8.28%	126,098 $6.8 Million
Q3 2021 Oct 14, 2021	SELL	$54.26 - $55.17 $234,837 - $238,775	-4,328 Reduced 3.58%	116,451 $6.32 Million
Q2 2021 Aug 03, 2021	BUY	$53.9 - $54.6 $307,930 - $311,929	5,713 Added 4.96%	120,779 $6.6 Million
Q1 2021 May 10, 2021	BUY	$53.75 - $55.97 $645 - $671	12 Added 0.01%	115,066 $6.21 Million
Q4 2020 Feb 09, 2021	SELL	$55.56 - $56.23 $120,954 - $122,412	-2,177 Reduced 1.86%	115,054 $6.45 Million
Q3 2020 Oct 05, 2020	SELL	$56.07 - $56.92 $33,922 - $34,436	-605 Reduced 0.51%	117,231 $6.57 Million
Q2 2020 Jul 21, 2020	SELL	$54.35 - $56.24 $760,356 - $786,797	-13,990 Reduced 10.61%	117,836 $6.63 Million
Q1 2020 Apr 13, 2020	SELL	$50.33 - $56.09 $2.8 Million - $3.11 Million	-55,534 Reduced 29.64%	131,826 $7.15 Million
Q4 2019 Jan 14, 2020	BUY	$53.21 - $54.14 $250,831 - $255,215	4,714 Added 2.58%	187,360 $10 Million
Q3 2019 Oct 11, 2019	SELL	$53.15 - $53.86 $111,880 - $113,375	-2,105 Reduced 1.14%	182,646 $9.84 Million
Q2 2019 Aug 01, 2019	BUY	N/A	73,147 Added 65.54%	184,751 $9.79 Million
Q1 2019 Apr 03, 2019	BUY	N/A	48,994 Added 78.25%	111,604 $5.79 Million
Q4 2018 Jan 25, 2019	BUY	N/A	62,610 New	62,610 $3.17 Million

Others Institutions Holding SCHZ

# of Institutions

705

Shares Held

174M

Call Options Held

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Verity Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Verity Wealth Advisors with notifications on news.

Account

Verity Wealth Advisors Schwab Us Aggregate Bond ETF Transaction History