Transform Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 87,209 shares of SCHZ stock, worth $2.04 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

87,209

Previous 92,358 5.58%

Holding current value

$2.04 Million

Previous $2.1 Million 3.77%

% of portfolio

0.13%

Previous 0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$22.46 - $23.26 $115,646 - $119,765	-5,149 Reduced 5.58%	87,209 $2.02 Million
Q4 2024 Jan 16, 2025	BUY	$22.63 - $47.53 $1.1 Million - $2.31 Million	48,612 Added 111.12%	92,358 $2.1 Million
Q3 2024 Oct 15, 2024	BUY	$45.2 - $47.87 $121,723 - $128,913	2,693 Added 6.56%	43,746 $2.08 Million
Q2 2024 Jul 15, 2024	BUY	$44.66 - $45.99 $19,114 - $19,683	428 Added 1.05%	41,053 $1.87 Million
Q1 2024 Apr 15, 2024	BUY	$45.44 - $46.67 $349,888 - $359,359	7,700 Added 23.39%	40,625 $1.87 Million

Q4 2023 Jan 18, 2024	BUY	$43.09 - $46.83 $112,551 - $122,319	2,612 Added 8.62%	32,925 $1.53 Million
Q3 2023 Oct 10, 2023	SELL	$44.14 - $46.33 $1.31 Million - $1.37 Million	-29,641 Reduced 49.44%	30,313 $1.34 Million
Q2 2023 Jul 13, 2023	SELL	$45.86 - $47.33 $178,670 - $184,397	-3,896 Reduced 6.1%	59,954 $2.77 Million
Q1 2023 Apr 14, 2023	BUY	$45.33 - $47.44 $1.47 Million - $1.53 Million	32,350 Added 102.7%	63,850 $3 Million
Q4 2022 Jan 12, 2023	BUY	$44.04 - $47.03 $1.39 Million - $1.48 Million	31,500 New	31,500 $0

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

174M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Transform Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History