Forthright Family Wealth Advisory LLC Schwab Us Aggregate Bond ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $140 Million
  • Q3 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 313,206 shares of SCHZ stock, worth $7.38 Million. This represents 5.24% of its overall portfolio holdings.

Number of Shares
313,206
Previous 420,274 25.48%
Holding current value
$7.38 Million
Previous $9.77 Million 24.75%
% of portfolio
5.24%
Previous 6.92%

Shares

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

Nov 04, 2025
SELL
$22.9 - $23.58 $2.45 Million - $2.52 Million
-107,068 Reduced 25.48%
313,206 $7.35 Million
Q2 2025

Aug 13, 2025
SELL
$22.68 - $23.28 $264,584 - $271,584
-11,666 Reduced 2.7%
420,274 $9.77 Million
Q1 2025

Apr 30, 2025
SELL
$22.46 - $23.26 $211,056 - $218,574
-9,397 Reduced 2.13%
431,940 $10 Million
Q4 2024

Mar 03, 2025
BUY
$22.63 - $47.53 $812,779 - $1.71 Million
35,916 Added 8.86%
441,337 $10 Million
Q3 2024

Dec 09, 2024
BUY
$45.2 - $47.87 $11.9 Million - $12.6 Million
263,027 Added 184.72%
405,421 $9.44 Billion
Q2 2024

Aug 12, 2024
BUY
$44.66 - $45.99 $741,713 - $763,801
16,608 Added 13.2%
142,394 $6.49 Billion
Q1 2024

Apr 29, 2024
BUY
$45.44 - $46.67 $1.06 Million - $1.09 Million
23,285 Added 22.72%
125,786 $5.79 Billion
Q4 2023

Feb 28, 2024
BUY
$43.09 - $46.83 $4.42 Million - $4.8 Million
102,501 New
102,501 $4.78 Billion

Others Institutions Holding SCHZ

# of Institutions
721
Shares Held
172M
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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