Sculati Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Sculati Wealth Management, LLC

  • $281 Million
  • Q3 2025

A detailed history of Sculati Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 35,755 shares of SCHZ stock, worth $836,667. This represents 0.3% of its overall portfolio holdings.

Number of Shares
35,755
Previous 18,603 92.2%
Holding current value
$836,667
Previous $432,000 94.21%
% of portfolio
0.3%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$22.9 - $23.58 $392,780 - $404,444
17,152 Added 92.2%
35,755 $839,000
Q2 2025

Aug 08, 2025
BUY
$22.68 - $23.28 $421,916 - $433,077
18,603 New
18,603 $432,000

Others Institutions Holding SCHZ

# of Institutions
704
Shares Held
174M
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
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