Forthright Family Wealth Advisory LLC Schwab Us Aggregate Bond ETF Transaction History

Forthright Family Wealth Advisory LLC

$141 Million
Q2 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 420,274 shares of SCHZ stock, worth $9.86 Million. This represents 6.92% of its overall portfolio holdings.

Number of Shares

420,274

Previous 431,940 2.7%

Holding current value

$9.86 Million

Previous $10 Million 2.36%

% of portfolio

6.92%

Previous 7.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$22.68 - $23.28 $264,584 - $271,584	-11,666 Reduced 2.7%	420,274 $9.77 Million
Q1 2025 Apr 30, 2025	SELL	$22.46 - $23.26 $211,056 - $218,574	-9,397 Reduced 2.13%	431,940 $10 Million
Q4 2024 Mar 03, 2025	BUY	$22.63 - $47.53 $812,779 - $1.71 Million	35,916 Added 8.86%	441,337 $10 Million
Q3 2024 Dec 09, 2024	BUY	$45.2 - $47.87 $11.9 Million - $12.6 Million	263,027 Added 184.72%	405,421 $9.44 Billion
Q2 2024 Aug 12, 2024	BUY	$44.66 - $45.99 $741,713 - $763,801	16,608 Added 13.2%	142,394 $6.49 Billion
Q1 2024 Apr 29, 2024	BUY	$45.44 - $46.67 $1.06 Million - $1.09 Million	23,285 Added 22.72%	125,786 $5.79 Billion
Q4 2023 Feb 28, 2024	BUY	$43.09 - $46.83 $4.42 Million - $4.8 Million	102,501 New	102,501 $4.78 Billion

Others Institutions Holding SCHZ

# of Institutions

716

Shares Held

170M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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Forthright Family Wealth Advisory LLC Schwab Us Aggregate Bond ETF Transaction History