Twin Peaks Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $309 Billion
  • Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 8,128 shares of SCHZ stock, worth $191,414. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,128
Previous 9,456 14.04%
Holding current value
$191,414
Previous $217 Million 13.11%
% of portfolio
0.06%
Previous 0.1%

Shares

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

Aug 13, 2025
SELL
$22.68 - $23.28 $30,119 - $30,915
-1,328 Reduced 14.04%
8,128 $188 Million
Q1 2025

Apr 16, 2025
BUY
$22.46 - $23.26 $212,381 - $219,946
9,456 New
9,456 $217 Million

Others Institutions Holding SCHZ

# of Institutions
715
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
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