Gk Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Gk Wealth Management LLC

  • $85.6 Billion
  • Q1 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 25,979 shares of SCHZ stock, worth $596,477. This represents 0.7% of its overall portfolio holdings.

Number of Shares
25,979
Previous 22,030 17.93%
Holding current value
$596,477
Previous $500 Million 20.32%
% of portfolio
0.7%
Previous 0.63%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
704
Shares Held
174M
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
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