Tsa Wealth Managment LLC Schwab Us Aggregate Bond ETF Transaction History

Tsa Wealth Managment LLC

$251 Billion
Q1 2025

A detailed history of Tsa Wealth Managment LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Tsa Wealth Managment LLC holds 1,105,136 shares of SCHZ stock, worth $25.4 Million. This represents 10.18% of its overall portfolio holdings.

Number of Shares

1,105,136

Previous 1,159,479 4.69%

Holding current value

$25.4 Million

Previous $26.3 Billion 2.76%

% of portfolio

10.18%

Previous 10.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$22.46 - $23.26 $1.22 Million - $1.26 Million	-54,343 Reduced 4.69%	1,105,136 $25.6 Billion
Q4 2024 Feb 06, 2025	BUY	$22.63 - $47.53 $12.5 Million - $26.2 Million	550,324 Added 90.34%	1,159,479 $26.3 Billion
Q3 2024 Nov 06, 2024	BUY	$45.2 - $47.87 $4.21 Million - $4.45 Million	93,051 Added 18.03%	609,155 $28.9 Billion
Q2 2024 Jul 26, 2024	BUY	$44.66 - $45.99 $3.29 Million - $3.38 Million	73,585 Added 16.63%	516,104 $23.5 Billion
Q1 2024 May 08, 2024	BUY	$45.44 - $46.67 $1.83 Million - $1.88 Million	40,320 Added 10.02%	442,519 $20.4 Billion
Q4 2023 Feb 09, 2024	BUY	$43.09 - $46.83 $17.3 Million - $18.8 Million	402,199 New	402,199 $18.8 Billion

Others Institutions Holding SCHZ

# of Institutions

705

Shares Held

174M

Call Options Held

1.7K

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 Tsa Wealth Managment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tsa Wealth Managment LLC with notifications on news.

Account

Tsa Wealth Managment LLC Schwab Us Aggregate Bond ETF Transaction History