Ashton Thomas Private Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

Ashton Thomas Private Wealth, LLC

  • $2.84 Trillion
  • Q2 2025

A detailed history of Ashton Thomas Private Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ashton Thomas Private Wealth, LLC holds 242,913 shares of SCHZ stock, worth $5.72 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
242,913
Previous 246,795 1.57%
Holding current value
$5.72 Million
Previous $5.72 Billion 1.23%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Jul 31, 2025
SELL
$22.68 - $23.28 $88,043 - $90,372
-3,882 Reduced 1.57%
242,913 $5.65 Billion
Q1 2025

May 15, 2025
BUY
$22.46 - $23.26 $1.71 Million - $1.77 Million
76,265 Added 44.72%
246,795 $5.72 Billion
Q4 2024

Feb 06, 2025
BUY
$22.63 - $47.53 $3.86 Million - $8.11 Million
170,530 New
170,530 $3.87 Billion
Q2 2024

Aug 06, 2024
BUY
$44.66 - $45.99 $8,753 - $9,014
196 New
196 $8.93 Million

Others Institutions Holding SCHZ

# of Institutions
718
Shares Held
172M
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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