Note Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Note Advisors, LLC

  • $121 Billion
  • Q1 2025

A detailed history of Note Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Note Advisors, LLC holds 15,774 shares of SCHZ stock, worth $362,171. This represents 0.3% of its overall portfolio holdings.

Number of Shares
15,774
Previous 15,214 3.68%
Holding current value
$362,171
Previous $345 Million 5.78%
% of portfolio
0.3%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$22.46 - $23.26 $12,577 - $13,025
560 Added 3.68%
15,774 $365 Million
Q4 2024

Feb 14, 2025
BUY
$22.63 - $47.53 $344,292 - $723,121
15,214 New
15,214 $345 Million

Others Institutions Holding SCHZ

# of Institutions
705
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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