5 T Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

5 T Wealth, LLC

  • $211 Billion
  • Q2 2025

A detailed history of 5 T Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, 5 T Wealth, LLC holds 120,045 shares of SCHZ stock, worth $2.78 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
120,045
Previous 134,398 10.68%
Holding current value
$2.78 Million
Previous $3.11 Billion 10.37%
% of portfolio
1.33%
Previous 1.67%

Shares

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

Aug 05, 2025
SELL
$22.68 - $23.28 $325,526 - $334,137
-14,353 Reduced 10.68%
120,045 $2.79 Billion
Q1 2025

Apr 22, 2025
SELL
$22.46 - $23.26 $585,195 - $606,039
-26,055 Reduced 16.24%
134,398 $3.11 Billion
Q4 2024

Jan 31, 2025
BUY
$22.63 - $47.53 $3.63 Million - $7.63 Million
160,453 New
160,453 $3.64 Billion

Others Institutions Holding SCHZ

# of Institutions
709
Shares Held
171M
Call Options Held
1.7K
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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