Note Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Note Advisors, LLC

  • $145 Billion
  • Q2 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 15,068 shares of SCHZ stock, worth $355,002. This represents 0.24% of its overall portfolio holdings.

Number of Shares
15,068
Previous 15,774 4.48%
Holding current value
$355,002
Previous $365 Million 4.15%
% of portfolio
0.24%
Previous 0.3%

Shares

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

Aug 14, 2025
SELL
$22.68 - $23.28 $16,012 - $16,435
-706 Reduced 4.48%
15,068 $350 Million
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
711
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
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