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

Emergent Wealth Advisors, LLC

  • $173 Billion
  • Q3 2025

A detailed history of Emergent Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 134,811 shares of SCHZ stock, worth $3.18 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
134,811
Previous 137,244 1.77%
Holding current value
$3.18 Million
Previous $3.19 Billion 0.8%
% of portfolio
1.83%
Previous 2.04%

Shares

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

Oct 30, 2025
SELL
$22.9 - $23.58 $55,715 - $57,370
-2,433 Reduced 1.77%
134,811 $3.16 Billion
Q2 2025

Oct 30, 2025
SELL
$22.68 - $23.28 $81,058 - $83,202
-3,574 Reduced 2.54%
137,244 $3.19 Billion
Q1 2025

Oct 30, 2025
BUY
$22.46 - $23.26 $81,013 - $83,898
3,607 Added 2.63%
140,818 $3.25 Billion
Q4 2024

Oct 30, 2025
BUY
$22.63 - $47.53 $3.11 Million - $6.52 Million
137,211 New
137,211 $3.11 Billion

Others Institutions Holding SCHZ

# of Institutions
718
Shares Held
172M
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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