Gk Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Gk Wealth Management LLC

  • $111 Billion
  • Q2 2025

A detailed history of Gk Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Gk Wealth Management LLC holds 46,995 shares of SCHZ stock, worth $1.09 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
46,995
Previous 25,979 80.9%
Holding current value
$1.09 Million
Previous $602 Million 81.52%
% of portfolio
0.98%
Previous 0.69%

Shares

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

Jul 07, 2025
BUY
$22.68 - $23.28 $476,642 - $489,252
21,016 Added 80.9%
46,995 $1.09 Billion
Q1 2025

May 28, 2025
BUY
$22.46 - $23.26 $88,694 - $91,853
3,949 Added 17.93%
25,979 $602 Million
Q4 2024

May 28, 2025
BUY
$22.63 - $47.53 $498,538 - $1.05 Million
22,030 New
22,030 $500 Million

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
169M
Call Options Held
1.7K
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
Track This Portfolio

Track Gk Wealth Management LLC Portfolio

Follow Gk Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gk Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gk Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email