Values Added Financial LLC Schwab Us Aggregate Bond ETF Transaction History

Values Added Financial LLC

  • $180 Billion
  • Q1 2025

A detailed history of Values Added Financial LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Values Added Financial LLC holds 122,047 shares of SCHZ stock, worth $2.83 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
122,047
Previous 61,693 97.83%
Holding current value
$2.83 Million
Previous $1.4 Billion 101.84%
% of portfolio
1.57%
Previous 0.81%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$22.46 - $23.26 $1.36 Million - $1.4 Million
60,354 Added 97.83%
122,047 $2.83 Billion
Q4 2024

Jan 29, 2025
BUY
$22.63 - $47.53 $1.4 Million - $2.93 Million
61,693 New
61,693 $1.4 Billion
Q1 2024

Apr 25, 2024
BUY
$45.44 - $46.67 $372,517 - $382,600
8,198 New
8,198 $377 Million
Q3 2023

Oct 19, 2023
BUY
$44.14 - $46.33 $698,118 - $732,755
15,816 Added 129.19%
28,058 $1.24 Billion
Q2 2023

Jul 24, 2023
BUY
$45.86 - $47.33 $561,418 - $579,413
12,242 New
12,242 $565 Million

Others Institutions Holding SCHZ

# of Institutions
688
Shares Held
169M
Call Options Held
200
Put Options Held
1.5K
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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