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

Forvis Wealth Advisors, LLC

$4.41 Billion
Q2 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 12,892 shares of SCHZ stock, worth $303,735. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,892

Previous 18,548 30.49%

Holding current value

$303,735

Previous $429,000 30.3%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$22.68 - $23.28 $128,278 - $131,671	-5,656 Reduced 30.49%	12,892 $299,000
Q1 2025 May 13, 2025	SELL	$22.46 - $23.26 $329,645 - $341,387	-14,677 Reduced 44.17%	18,548 $429,000
Q4 2024 Feb 03, 2025	BUY	$22.63 - $47.53 $310,642 - $652,444	13,727 Added 70.4%	33,225 $754,000
Q3 2024 Nov 14, 2024	SELL	$45.2 - $47.87 $26,939 - $28,530	-596 Reduced 2.97%	19,498 $926,000
Q2 2024 Aug 09, 2024	BUY	$44.66 - $45.99 $3,483 - $3,587	78 Added 0.39%	20,094 $915,000
Q1 2024 Apr 19, 2024	BUY	$45.44 - $46.67 $101,558 - $104,307	2,235 Added 12.57%	20,016 $920,000
Q4 2023 Jan 11, 2024	BUY	$43.09 - $46.83 $492,303 - $535,032	11,425 Added 179.75%	17,781 $828,000
Q3 2023 Oct 25, 2023	BUY	$44.14 - $46.33 $280,553 - $294,473	6,356 New	6,356 $281,000

Others Institutions Holding SCHZ

# of Institutions

712

Shares Held

171M

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