Smart Money Group LLC Schwab Us Aggregate Bond ETF Transaction History

Smart Money Group LLC

  • $109 Million
  • Q2 2025

A detailed history of Smart Money Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Smart Money Group LLC holds 230,173 shares of SCHZ stock, worth $5.33 Million. This represents 4.91% of its overall portfolio holdings.

Number of Shares
230,173
Previous 206,027 11.72%
Holding current value
$5.33 Million
Previous $4.77 Million 12.11%
% of portfolio
4.91%
Previous 4.5%

Shares

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

Aug 06, 2025
BUY
$22.68 - $23.28 $547,631 - $562,118
24,146 Added 11.72%
230,173 $5.35 Million
Q1 2025

Apr 28, 2025
BUY
$22.46 - $23.26 $1.36 Million - $1.41 Million
60,722 Added 41.79%
206,027 $4.77 Million
Q4 2024

Jan 16, 2025
SELL
$22.63 - $47.53 $892,504 - $1.87 Million
-39,439 Reduced 21.35%
145,305 $3.3 Million
Q3 2024

Nov 05, 2024
BUY
$45.2 - $47.87 $4.61 Million - $4.88 Million
101,992 Added 123.25%
184,744 $8.78 Million
Q2 2024

Aug 12, 2024
BUY
$44.66 - $45.99 $1.4 Million - $1.44 Million
31,248 Added 60.67%
82,752 $3.77 Million
Q1 2024

May 02, 2024
SELL
$45.44 - $46.67 $609,804 - $626,311
-13,420 Reduced 20.67%
51,504 $2.37 Million
Q4 2023

Feb 06, 2024
BUY
$43.09 - $46.83 $2.8 Million - $3.04 Million
64,924 New
64,924 $3.03 Million
Q2 2023

Jul 25, 2023
SELL
$45.86 - $47.33 $125,610 - $129,636
-2,739 Reduced 3.65%
72,245 $3.33 Million
Q1 2023

May 08, 2023
BUY
$45.33 - $47.44 $3.4 Million - $3.56 Million
74,984 New
74,984 $3.52 Million

Others Institutions Holding SCHZ

# of Institutions
709
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
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