Gen Wealth Partners Inc Schwab Us Aggregate Bond ETF Transaction History

Gen Wealth Partners Inc

  • $259 Billion
  • Q2 2025

A detailed history of Gen Wealth Partners Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Gen Wealth Partners Inc holds 74,722 shares of SCHZ stock, worth $1.76 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
74,722
Previous 89,414 16.43%
Holding current value
$1.76 Million
Previous $2.07 Billion 16.14%
% of portfolio
0.67%
Previous 0.86%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$22.68 - $23.28 $333,214 - $342,029
-14,692 Reduced 16.43%
74,722 $1.74 Billion
Q1 2025

May 13, 2025
BUY
$22.46 - $23.26 $168,113 - $174,101
7,485 Added 9.14%
89,414 $2.07 Billion
Q4 2024

Feb 14, 2025
BUY
$22.63 - $47.53 $87,940 - $184,701
3,886 Added 4.98%
81,929 $1.86 Billion
Q3 2024

Nov 13, 2024
BUY
$45.2 - $47.87 $1.63 Million - $1.72 Million
35,970 Added 85.49%
78,043 $1.8 Billion
Q2 2024

Aug 13, 2024
SELL
$44.66 - $45.99 $33,450 - $34,446
-749 Reduced 1.75%
42,073 $1.92 Billion
Q1 2024

May 15, 2024
BUY
$45.44 - $46.67 $1.95 Million - $2 Million
42,822 New
42,822 $1.97 Billion

Others Institutions Holding SCHZ

# of Institutions
715
Shares Held
169M
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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