One Advisory Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

One Advisory Partners, LLC

  • $228 Million
  • Q1 2025

A detailed history of One Advisory Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, One Advisory Partners, LLC holds 19,399 shares of SCHZ stock, worth $450,056. This represents 0.2% of its overall portfolio holdings.

Number of Shares
19,399
Previous 13,524 43.44%
Holding current value
$450,056
Previous $306,000 46.41%
% of portfolio
0.2%
Previous 0.14%

Shares

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

Apr 14, 2025
BUY
$22.46 - $23.26 $131,952 - $136,652
5,875 Added 43.44%
19,399 $448,000
Q4 2024

Jan 21, 2025
BUY
$22.63 - $47.53 $153,024 - $321,397
6,762 Added 100.0%
13,524 $306,000
Q3 2024

Oct 17, 2024
SELL
$45.2 - $47.87 $29,425 - $31,163
-651 Reduced 8.78%
6,762 $321,000
Q2 2024

Jul 23, 2024
BUY
$44.66 - $45.99 $136,302 - $140,361
3,052 Added 69.98%
7,413 $337,000
Q4 2023

Jan 26, 2024
BUY
$43.09 - $46.83 $187,915 - $204,225
4,361 New
4,361 $203,000

Others Institutions Holding SCHZ

# of Institutions
699
Shares Held
172M
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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