Core Wealth Partners LLC Schwab Us Aggregate Bond ETF Transaction History

Core Wealth Partners LLC

  • $218 Billion
  • Q3 2025

A detailed history of Core Wealth Partners LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Core Wealth Partners LLC holds 96,650 shares of SCHZ stock, worth $2.26 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
96,650
Previous 85,065 13.62%
Holding current value
$2.26 Million
Previous $1.98 Billion 14.74%
% of portfolio
1.04%
Previous 1.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$22.9 - $23.58 $265,296 - $273,174
11,585 Added 13.62%
96,650 $2.27 Billion
Q2 2025

Aug 11, 2025
BUY
$22.68 - $23.28 $1.93 Million - $1.98 Million
85,065 New
85,065 $1.98 Billion

Others Institutions Holding SCHZ

# of Institutions
706
Shares Held
174M
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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