Beacon Bridge Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Beacon Bridge Wealth Partners, LLC

$234 Billion
Q1 2025

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 196,293 shares of SCHZ stock, worth $4.55 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

196,293

Previous 203,807 3.69%

Holding current value

$4.55 Million

Previous $4.63 Billion 1.73%

% of portfolio

1.94%

Previous 1.96%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$22.46 - $23.26 $168,764 - $174,775	-7,514 Reduced 3.69%	196,293 $4.55 Billion
Q4 2024 Feb 04, 2025	BUY	$22.63 - $47.53 $1.95 Million - $4.09 Million	86,025 Added 73.04%	203,807 $4.63 Billion
Q3 2024 Nov 12, 2024	BUY	$45.2 - $47.87 $163,850 - $173,528	3,625 Added 3.18%	117,782 $5.6 Billion
Q2 2024 Aug 02, 2024	SELL	$44.66 - $45.99 $3.45 Million - $3.55 Million	-77,274 Reduced 40.37%	114,157 $5.2 Billion
Q1 2024 May 03, 2024	BUY	$45.44 - $46.67 $135,093 - $138,749	2,973 Added 1.58%	191,431 $8.81 Billion
Q4 2023 Feb 09, 2024	BUY	$43.09 - $46.83 $1.66 Million - $1.8 Million	38,415 Added 25.6%	188,458 $8.79 Billion
Q3 2023 Nov 14, 2023	BUY	$44.14 - $46.33 $6.62 Million - $6.95 Million	150,043 New	150,043 $6.64 Billion

Others Institutions Holding SCHZ

# of Institutions

687

Shares Held

168M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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Beacon Bridge Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History