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 $2.05 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
87,209
Previous 92,358 5.58%
Holding current value
$2.05 Million
Previous $2.1 Million 3.77%
% of portfolio
0.13%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
711
Shares Held
171M
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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