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

Oregon Pacific Wealth Management, LLC

  • $106 Billion
  • Q2 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 16,597 shares of SCHZ stock, worth $389,199. This represents 0.37% of its overall portfolio holdings.

Number of Shares
16,597
Previous 15,187 9.28%
Holding current value
$389,199
Previous $352 Million 9.66%
% of portfolio
0.37%
Previous 0.35%

Shares

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

Jul 15, 2025
BUY
$22.68 - $23.28 $31,978 - $32,824
1,410 Added 9.28%
16,597 $386 Million
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
715
Shares Held
169M
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
Track This Portfolio

Track Oregon Pacific Wealth Management, LLC Portfolio

Follow Oregon Pacific Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oregon Pacific Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oregon Pacific Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email