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

5 T Wealth, LLC

  • $187 Billion
  • Q1 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 134,398 shares of SCHZ stock, worth $3.1 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
134,398
Previous 160,453 16.24%
Holding current value
$3.1 Million
Previous $3.64 Billion 14.54%
% of portfolio
1.67%
Previous 1.99%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
686
Shares Held
168M
Call Options Held
200
Put Options Held
1.5K
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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