Oregon Pacific Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Oregon Pacific Wealth Management, LLC

  • $100 Billion
  • Q1 2025

A detailed history of Oregon Pacific Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 15,187 shares of SCHZ stock, worth $352,338. This represents 0.35% of its overall portfolio holdings.

Number of Shares
15,187
Previous 17,767 14.52%
Holding current value
$352,338
Previous $403 Million 12.79%
% of portfolio
0.35%
Previous 0.4%

Shares

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

Apr 28, 2025
SELL
$22.46 - $23.26 $57,946 - $60,010
-2,580 Reduced 14.52%
15,187 $352 Million
Q4 2024

Jan 24, 2025
BUY
$22.63 - $47.53 $402,067 - $844,465
17,767 New
17,767 $403 Million

Others Institutions Holding SCHZ

# of Institutions
692
Shares Held
168M
Call Options Held
200
Put Options Held
1.5K
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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