Omni 360 Wealth, Inc. Schwab Us Aggregate Bond ETF Transaction History

Omni 360 Wealth, Inc.

  • $203 Billion
  • Q2 2025

A detailed history of Omni 360 Wealth, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 33,947 shares of SCHZ stock, worth $783,157. This represents 0.39% of its overall portfolio holdings.

Number of Shares
33,947
Previous 34,381 1.26%
Holding current value
$783,157
Previous $796 Million 0.92%
% of portfolio
0.39%
Previous 0.47%

Shares

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

Jul 07, 2025
SELL
$22.68 - $23.28 $9,843 - $10,103
-434 Reduced 1.26%
33,947 $789 Million
Q1 2025

Apr 30, 2025
BUY
$22.46 - $23.26 $39,035 - $40,425
1,738 Added 5.32%
34,381 $796 Million
Q4 2024

Feb 14, 2025
BUY
$22.63 - $47.53 $392,879 - $825,168
17,361 Added 113.6%
32,643 $741 Million
Q3 2024

Oct 24, 2024
SELL
$45.2 - $47.87 $64,907 - $68,741
-1,436 Reduced 8.59%
15,282 $726 Million
Q2 2024

Jul 19, 2024
SELL
$44.66 - $45.99 $197,977 - $203,873
-4,433 Reduced 20.96%
16,718 $762 Million
Q1 2024

Apr 19, 2024
BUY
$45.44 - $46.67 $56,072 - $57,590
1,234 Added 6.2%
21,151 $973 Million
Q4 2023

Feb 08, 2024
BUY
$43.09 - $46.83 $858,223 - $932,713
19,917 New
19,917 $929 Million

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
171M
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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