Syntegra Private Wealth Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Syntegra Private Wealth Group, LLC

  • $980 Billion
  • Q2 2025

A detailed history of Syntegra Private Wealth Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Syntegra Private Wealth Group, LLC holds 15,663 shares of SCHZ stock, worth $368,863. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,663
Previous 17,622 11.12%
Holding current value
$368,863
Previous $408 Million 10.81%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jul 30, 2025
SELL
$22.68 - $23.28 $44,430 - $45,605
-1,959 Reduced 11.12%
15,663 $364 Million
Q1 2025

May 09, 2025
SELL
$22.46 - $23.26 $30,523 - $31,610
-1,359 Reduced 7.16%
17,622 $408 Million
Q4 2024

Jan 27, 2025
BUY
$22.63 - $47.53 $212,337 - $445,973
9,383 Added 97.76%
18,981 $431 Million
Q3 2024

Oct 22, 2024
SELL
$45.2 - $47.87 $5,650 - $5,983
-125 Reduced 1.29%
9,598 $456 Million
Q2 2024

Jul 26, 2024
SELL
$44.66 - $45.99 $9,155 - $9,427
-205 Reduced 2.06%
9,723 $443 Million
Q1 2024

May 10, 2024
BUY
$45.44 - $46.67 $1,181 - $1,213
26 Added 0.26%
9,928 $457 Million
Q4 2023

Jan 18, 2024
SELL
$43.09 - $46.83 $18,614 - $20,230
-432 Reduced 4.18%
9,902 $462 Million
Q3 2023

Oct 18, 2023
SELL
$44.14 - $46.33 $42,374 - $44,476
-960 Reduced 8.5%
10,334 $457 Million
Q2 2023

Jul 28, 2023
BUY
$45.86 - $47.33 $22,012 - $22,718
480 Added 4.44%
11,294 $521 Million
Q1 2023

May 15, 2023
BUY
$45.33 - $47.44 $123,297 - $129,036
2,720 Added 33.61%
10,814 $507 Million
Q4 2022

Feb 13, 2023
BUY
$44.04 - $47.03 $356,459 - $380,660
8,094 New
8,094 $370 Million

Others Institutions Holding SCHZ

# of Institutions
714
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
Track This Portfolio

Track Syntegra Private Wealth Group, LLC Portfolio

Follow Syntegra Private Wealth Group, 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 Syntegra Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Syntegra Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email