Bestgate Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Bestgate Wealth Advisors, LLC

  • $48.2 Billion
  • Q1 2025

A detailed history of Bestgate Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bestgate Wealth Advisors, LLC holds 182,547 shares of SCHZ stock, worth $4.24 Million. This represents 8.76% of its overall portfolio holdings.

Number of Shares
182,547
Previous 178,094 2.5%
Holding current value
$4.24 Million
Previous $4.04 Billion 4.58%
% of portfolio
8.76%
Previous 8.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$22.46 - $23.26 $100,014 - $103,576
4,453 Added 2.5%
182,547 $4.23 Billion
Q4 2024

Feb 10, 2025
BUY
$22.63 - $47.53 $4.03 Million - $8.46 Million
178,094 New
178,094 $4.04 Billion

Others Institutions Holding SCHZ

# of Institutions
700
Shares Held
171M
Call Options Held
1.7K
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
Track This Portfolio

Track Bestgate Wealth Advisors, LLC Portfolio

Follow Bestgate Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bestgate Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bestgate Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email