J.W. Cole Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History

J.W. Cole Advisors, Inc.

  • $5.04 Billion
  • Q3 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 10,644 shares of SCHZ stock, worth $250,772. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,644
Holding current value
$250,772
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$22.9 - $23.58 $243,747 - $250,985
10,644 New
10,644 $249,000
Q1 2022

May 16, 2022
BUY
$50.05 - $53.52 $4.85 Million - $5.18 Million
96,865 New
96,865 $48,000

Others Institutions Holding SCHZ

# of Institutions
716
Shares Held
171M
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
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. 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 J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email