Grey Fox Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Grey Fox Wealth Advisors, LLC

  • $419 Billion
  • Q2 2025

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 140,184 shares of SCHZ stock, worth $3.25 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
140,184
Previous 146,504 4.31%
Holding current value
$3.25 Million
Previous $3.39 Billion 3.98%
% of portfolio
0.78%
Previous 0.91%

Shares

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

Aug 06, 2025
SELL
$22.68 - $23.28 $143,337 - $147,129
-6,320 Reduced 4.31%
140,184 $3.26 Billion
Q1 2025

May 02, 2025
SELL
$22.46 - $23.26 $166,675 - $172,612
-7,421 Reduced 4.82%
146,504 $3.39 Billion
Q4 2024

Feb 11, 2025
BUY
$22.63 - $47.53 $1.97 Million - $4.13 Million
86,885 Added 129.6%
153,925 $3.49 Billion
Q3 2024

Oct 22, 2024
SELL
$45.2 - $47.87 $53,471 - $56,630
-1,183 Reduced 1.73%
67,040 $3.19 Billion
Q2 2024

Jul 30, 2024
BUY
$44.66 - $45.99 $80,834 - $83,241
1,810 Added 2.73%
68,223 $3.11 Billion
Q1 2024

Apr 11, 2024
SELL
$45.44 - $46.67 $36,988 - $37,989
-814 Reduced 1.21%
66,413 $3.06 Billion
Q4 2023

Jan 17, 2024
SELL
$43.09 - $46.83 $223,206 - $242,579
-5,180 Reduced 7.15%
67,227 $3.13 Billion
Q3 2023

Oct 24, 2023
BUY
$44.14 - $46.33 $1.57 Million - $1.65 Million
35,580 Added 96.61%
72,407 $3.2 Billion
Q2 2023

Aug 03, 2023
SELL
$45.86 - $47.33 $51,867 - $53,530
-1,131 Reduced 2.98%
36,827 $1.7 Billion
Q1 2023

May 09, 2023
SELL
$45.33 - $47.44 $159,334 - $166,751
-3,515 Reduced 8.48%
37,958 $1.78 Billion
Q4 2022

Feb 14, 2023
BUY
$44.04 - $47.03 $1.83 Million - $1.95 Million
41,473 New
41,473 $1.89 Billion

Others Institutions Holding SCHZ

# of Institutions
709
Shares Held
170M
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 Grey Fox Wealth Advisors, LLC Portfolio

Follow Grey Fox Wealth Advisors, 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 Grey Fox Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grey Fox Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email