Vsm Wealth Advisory, LLC Schwab Us Aggregate Bond ETF Transaction History

Vsm Wealth Advisory, LLC

  • $303 Billion
  • Q2 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 177,281 shares of SCHZ stock, worth $4.18 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
177,281
Previous 176,259 0.58%
Holding current value
$4.18 Million
Previous $4.08 Billion 0.93%
% of portfolio
1.36%
Previous 1.47%

Shares

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

Aug 11, 2025
BUY
$22.68 - $23.28 $23,178 - $23,792
1,022 Added 0.58%
177,281 $4.12 Billion
Q1 2025

May 05, 2025
SELL
$22.46 - $23.26 $2,223 - $2,302
-99 Reduced 0.06%
176,259 $4.08 Billion
Q4 2024

Feb 10, 2025
BUY
$22.63 - $47.53 $3.99 Million - $8.38 Million
176,358 New
176,358 $4 Billion

Others Institutions Holding SCHZ

# of Institutions
718
Shares Held
172M
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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