Tsa Wealth Managment LLC Schwab Us Aggregate Bond ETF Transaction History

Tsa Wealth Managment LLC

$274 Billion
Q2 2025

A detailed history of Tsa Wealth Managment LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Tsa Wealth Managment LLC holds 976,395 shares of SCHZ stock, worth $22.9 Million. This represents 8.29% of its overall portfolio holdings.

Number of Shares

976,395

Previous 1,105,136 11.65%

Holding current value

$22.9 Million

Previous $25.6 Billion 11.34%

% of portfolio

8.29%

Previous 10.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$22.68 - $23.28 $2.92 Million - $3 Million	-128,741 Reduced 11.65%	976,395 $22.7 Billion
Q1 2025 Apr 23, 2025	SELL	$22.46 - $23.26 $1.22 Million - $1.26 Million	-54,343 Reduced 4.69%	1,105,136 $25.6 Billion
Q4 2024 Feb 06, 2025	BUY	$22.63 - $47.53 $12.5 Million - $26.2 Million	550,324 Added 90.34%	1,159,479 $26.3 Billion
Q3 2024 Nov 06, 2024	BUY	$45.2 - $47.87 $4.21 Million - $4.45 Million	93,051 Added 18.03%	609,155 $28.9 Billion
Q2 2024 Jul 26, 2024	BUY	$44.66 - $45.99 $3.29 Million - $3.38 Million	73,585 Added 16.63%	516,104 $23.5 Billion
Q1 2024 May 08, 2024	BUY	$45.44 - $46.67 $1.83 Million - $1.88 Million	40,320 Added 10.02%	442,519 $20.4 Billion
Q4 2023 Feb 09, 2024	BUY	$43.09 - $46.83 $17.3 Million - $18.8 Million	402,199 New	402,199 $18.8 Billion

Others Institutions Holding SCHZ

# of Institutions

716

Shares Held

170M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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Tsa Wealth Managment LLC Schwab Us Aggregate Bond ETF Transaction History