Shared Vision Wealth Group LLC Schwab Us Aggregate Bond ETF Transaction History

Shared Vision Wealth Group LLC

$200 Billion
Q2 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 58,040 shares of SCHZ stock, worth $1.37 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

58,040

Previous 57,740 0.52%

Holding current value

$1.37 Million

Previous $1.34 Billion 0.26%

% of portfolio

0.67%

Previous 0.73%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$22.68 - $23.28 $6,804 - $6,984	300 Added 0.52%	58,040 $1.34 Billion
Q1 2025 May 02, 2025	BUY	$22.46 - $23.26 $20,483 - $21,213	912 Added 1.6%	57,740 $1.34 Billion
Q4 2024 Feb 06, 2025	BUY	$22.63 - $47.53 $695,849 - $1.46 Million	30,749 Added 117.91%	56,828 $1.29 Billion
Q3 2024 Nov 12, 2024	SELL	$45.2 - $47.87 $6,011 - $6,366	-133 Reduced 0.51%	26,079 $1.24 Billion
Q2 2024 Jul 23, 2024	BUY	$44.66 - $45.99 $495,011 - $509,753	11,084 Added 73.27%	26,212 $1.19 Billion
Q1 2024 May 06, 2024	SELL	$45.44 - $46.67 $60,162 - $61,791	-1,324 Reduced 8.05%	15,128 $696 Million
Q4 2023 Feb 07, 2024	BUY	$43.09 - $46.83 $708,916 - $770,447	16,452 New	16,452 $767 Million

Others Institutions Holding SCHZ

# of Institutions

714

Shares Held

169M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
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Shared Vision Wealth Group LLC Schwab Us Aggregate Bond ETF Transaction History