Cwc Advisors, Llc. Schwab Us Aggregate Bond ETF Transaction History

Cwc Advisors, Llc.

  • $194 Billion
  • Q2 2025

A detailed history of Cwc Advisors, Llc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cwc Advisors, Llc. holds 31,402 shares of SCHZ stock, worth $729,782. This represents 0.38% of its overall portfolio holdings.

Number of Shares
31,402
Previous 30,227 3.89%
Holding current value
$729,782
Previous $700 Million 4.25%
% of portfolio
0.38%
Previous 0.4%

Shares

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

Jul 10, 2025
BUY
$22.68 - $23.28 $26,649 - $27,354
1,175 Added 3.89%
31,402 $730 Million
Q1 2025

Apr 24, 2025
SELL
$22.46 - $23.26 $2,874 - $2,977
-128 Reduced 0.42%
30,227 $700 Million
Q4 2024

Mar 18, 2025
BUY
$22.63 - $47.53 $328,451 - $689,850
14,514 Added 91.62%
30,355 $689 Million
Q3 2024

Oct 23, 2024
BUY
$45.2 - $47.87 $716,013 - $758,308
15,841 New
15,841 $753 Million

Others Institutions Holding SCHZ

# of Institutions
708
Shares Held
170M
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
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