Psi Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Psi Advisors, LLC

  • $199 Million
  • Q2 2025

A detailed history of Psi Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Psi Advisors, LLC holds 11,113 shares of SCHZ stock, worth $261,822. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,113
Previous 9,270 19.88%
Holding current value
$261,822
Previous $214,000 20.56%
% of portfolio
0.13%
Previous 0.07%

Shares

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

Aug 12, 2025
BUY
$22.68 - $23.28 $41,799 - $42,905
1,843 Added 19.88%
11,113 $258,000
Q1 2025

Apr 21, 2025
BUY
$22.46 - $23.26 $23,223 - $24,050
1,034 Added 12.55%
9,270 $214,000
Q4 2024

Jan 13, 2025
BUY
$22.63 - $47.53 $186,380 - $391,457
8,236 New
8,236 $186,000

Others Institutions Holding SCHZ

# of Institutions
718
Shares Held
172M
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 Psi Advisors, LLC Portfolio

Follow Psi Advisors, 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 Psi Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Psi Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email