Simplicity Wealth,Llc Schwab Us Aggregate Bond ETF Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 24,216 shares of SCHZ stock, worth $559,147. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,216
Previous 9,141 164.92%
Holding current value
$559,147
Previous $211,000 165.4%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 22, 2025
BUY
$22.68 - $23.28 $341,901 - $350,946
15,075 Added 164.92%
24,216 $560,000
Q1 2025

Apr 14, 2025
BUY
$22.46 - $23.26 $205,306 - $212,619
9,141 New
9,141 $211,000
Q3 2024

Oct 09, 2024
SELL
$45.2 - $47.87 $128,232 - $135,807
-2,837 Reduced 31.13%
6,275 $298,000
Q2 2024

Jul 10, 2024
BUY
$44.66 - $45.99 $10,093 - $10,393
226 Added 2.54%
9,112 $415,000
Q1 2024

Apr 24, 2024
BUY
$45.44 - $46.67 $92,697 - $95,206
2,040 Added 29.8%
8,886 $408,000
Q4 2023

Jan 29, 2024
BUY
$43.09 - $46.83 $294,994 - $320,598
6,846 New
6,846 $319,000

Others Institutions Holding SCHZ

# of Institutions
708
Shares Held
169M
Call Options Held
1.7K
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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