Evolution Wealth Management Inc. Schwab Us Aggregate Bond ETF Transaction History

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025

A detailed history of Evolution Wealth Management Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 2,653 shares of SCHZ stock, worth $62,080. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,653
Previous 3,145 15.64%
Holding current value
$62,080
Previous $73.1 Million 14.81%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Oct 23, 2025
SELL
$22.9 - $23.58 $11,266 - $11,601
-492 Reduced 15.64%
2,653 $62.3 Million
Q2 2025

Aug 29, 2025
BUY
$22.68 - $23.28 $71,328 - $73,215
3,145 New
3,145 $73.1 Million

Others Institutions Holding SCHZ

# of Institutions
711
Shares Held
175M
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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