Balboa Wealth Partners Schwab Us Aggregate Bond ETF Transaction History

Balboa Wealth Partners

  • $572 Million
  • Q4 2025

A detailed history of Balboa Wealth Partners transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 20,426 shares of SCHZ stock, worth $477,968. This represents 0.08% of its overall portfolio holdings.

Number of Shares
20,426
Holding current value
$477,968
% of portfolio
0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$23.37 - $23.7 $477,355 - $484,096
20,426 New
20,426 $477,000
Q2 2023

Aug 08, 2023
BUY
$45.86 - $47.33 $29,212 - $30,149
637 Added 6.11%
11,068 $510,000
Q1 2023

May 11, 2023
BUY
$45.33 - $47.44 $472,837 - $494,846
10,431 New
10,431 $489,000

Others Institutions Holding SCHZ

# of Institutions
717
Shares Held
176M
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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