Aletheian Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Aletheian Wealth Advisors LLC

$170 Million
Q1 2025

A detailed history of Aletheian Wealth Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 36,184 shares of SCHZ stock, worth $830,784. This represents 0.49% of its overall portfolio holdings.

Number of Shares

36,184

Previous 36,183 -0.0%

Holding current value

$830,784

Previous $821,000 1.83%

% of portfolio

0.49%

Previous 0.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$22.46 - $23.26 $22 - $23	1 Added 0.0%	36,184 $836,000
Q4 2024 Feb 14, 2025	BUY	$22.63 - $47.53 $409,421 - $859,912	18,092 Added 100.01%	36,183 $821,000
Q3 2024 Oct 25, 2024	SELL	$45.2 - $47.87 $45 - $47	-1 Reduced 0.01%	18,091 $859,000
Q4 2023 Jan 05, 2024	SELL	$43.09 - $46.83 $63,514 - $69,027	-1,474 Reduced 7.53%	18,092 $843,000
Q3 2023 Oct 04, 2023	SELL	$44.14 - $46.33 $105,053 - $110,265	-2,380 Reduced 10.84%	19,566 $865,000
Q2 2023 Jul 13, 2023	BUY	$45.86 - $47.33 $1.01 Million - $1.04 Million	21,946 New	21,946 $1.01 Million
Q2 2022 Jul 11, 2022	BUY	$46.62 - $50.36 $395,430 - $427,153	8,482 New	8,482 $406,000

Others Institutions Holding SCHZ

# of Institutions

704

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 Aletheian Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.

Account

Aletheian Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History