Fullcircle Wealth LLC Schwab Us Aggregate Bond ETF Transaction History

Fullcircle Wealth LLC

  • $242 Million
  • Q2 2025

A detailed history of Fullcircle Wealth LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Fullcircle Wealth LLC holds 112,161 shares of SCHZ stock, worth $2.64 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
112,161
Previous 114,881 2.37%
Holding current value
$2.64 Million
Previous $2.66 Million 2.03%
% of portfolio
1.08%
Previous 1.17%

Shares

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

Aug 05, 2025
SELL
$22.68 - $23.28 $61,689 - $63,321
-2,720 Reduced 2.37%
112,161 $2.61 Million
Q1 2025

Apr 29, 2025
BUY
$22.46 - $23.26 $70,591 - $73,106
3,143 Added 2.81%
114,881 $2.66 Million
Q4 2024

Feb 13, 2025
SELL
$22.63 - $47.53 $147,298 - $309,372
-6,509 Reduced 5.5%
111,738 $2.55 Billion
Q3 2024

Oct 29, 2024
BUY
$45.2 - $47.87 $3.03 Million - $3.21 Million
67,087 Added 131.13%
118,247 $2.73 Billion
Q2 2024

Jul 25, 2024
BUY
$44.66 - $45.99 $2.28 Million - $2.35 Million
51,160 New
51,160 $2.35 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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