Tsa Wealth Managment LLC Schwab Us Aggregate Bond ETF Transaction History

Tsa Wealth Managment LLC

  • $294 Billion
  • Q3 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 923,494 shares of SCHZ stock, worth $21.6 Million. This represents 7.37% of its overall portfolio holdings.

Number of Shares
923,494
Previous 976,395 5.42%
Holding current value
$21.6 Million
Previous $22.7 Billion 4.48%
% of portfolio
7.37%
Previous 8.29%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$22.9 - $23.58 $1.21 Million - $1.25 Million
-52,901 Reduced 5.42%
923,494 $21.7 Billion
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
707
Shares Held
174M
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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