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

Walker Financial Services, Inc.

$257 Billion
Q3 2025

A detailed history of Walker Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Walker Financial Services, Inc. holds 15,534 shares of SCHZ stock, worth $363,495. This represents 0.14% of its overall portfolio holdings.

Number of Shares

15,534

Previous 17,178 9.57%

Holding current value

$363,495

Previous $399 Million 8.67%

% of portfolio

0.14%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$22.9 - $23.58 $37,647 - $38,765	-1,644 Reduced 9.57%	15,534 $365 Million
Q2 2025 Jul 11, 2025	BUY	$22.68 - $23.28 $2,268 - $2,328	100 Added 0.59%	17,178 $399 Million
Q1 2025 May 01, 2025	SELL	$22.46 - $23.26 $22,707 - $23,515	-1,011 Reduced 5.59%	17,078 $396 Million
Q4 2024 Jan 15, 2025	BUY	$22.63 - $47.53 $203,330 - $427,057	8,985 Added 98.69%	18,089 $411 Million
Q3 2024 Oct 09, 2024	SELL	$45.2 - $47.87 $39,595 - $41,934	-876 Reduced 8.78%	9,104 $433 Million

Q2 2024 Jul 15, 2024	SELL	$44.66 - $45.99 $12,460 - $12,831	-279 Reduced 2.72%	9,980 $455 Million
Q1 2024 Apr 11, 2024	BUY	$45.44 - $46.67 $19,175 - $19,694	422 Added 4.29%	10,259 $472 Million
Q4 2023 Jan 09, 2024	SELL	$43.09 - $46.83 $1,249 - $1,358	-29 Reduced 0.29%	9,837 $459 Million
Q3 2023 Oct 11, 2023	SELL	$44.14 - $46.33 $44 - $46	-1 Reduced 0.01%	9,866 $436 Million
Q2 2023 Jul 11, 2023	SELL	$45.86 - $47.33 $1,146 - $1,183	-25 Reduced 0.25%	9,867 $455 Million
Q1 2023 May 10, 2023	BUY	$45.33 - $47.44 $448,404 - $469,276	9,892 New	9,892 $464 Million
Q3 2022 Jun 06, 2023	BUY	$44.98 - $49.09 $1,709 - $1,865	38 Added 0.34%	11,072 $502 Million
Q2 2022 Jun 06, 2023	SELL	$46.62 - $50.36 $181,631 - $196,202	-3,896 Reduced 26.1%	11,034 $528 Million
Q1 2022 Jun 06, 2023	BUY	$50.05 - $53.52 $252,151 - $269,633	5,038 Added 50.93%	14,930 $755 Million

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

174M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

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