Aletheian Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Aletheian Wealth Advisors LLC

$195 Million
Q2 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 36,180 shares of SCHZ stock, worth $848,421. This represents 0.43% of its overall portfolio holdings.

Number of Shares

36,180

Previous 36,184 0.01%

Holding current value

$848,421

Previous $836,000 0.12%

% of portfolio

0.43%

Previous 0.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$22.68 - $23.28 $90 - $93	-4 Reduced 0.01%	36,180 $837,000
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

715

Shares Held

169M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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Aletheian Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History