W Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

W Advisors, LLC

$158 Million
Q1 2025

A detailed history of W Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, W Advisors, LLC holds 54,336 shares of SCHZ stock, worth $1.24 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

54,336

Previous 54,051 0.53%

Holding current value

$1.24 Million

Previous $1.23 Million 2.61%

% of portfolio

0.8%

Previous 0.77%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$22.46 - $23.26 $6,401 - $6,629	285 Added 0.53%	54,336 $1.26 Million
Q4 2024 Jan 22, 2025	BUY	$22.63 - $47.53 $614,381 - $1.29 Million	27,149 Added 100.92%	54,051 $1.23 Million
Q3 2024 Oct 28, 2024	SELL	$45.2 - $47.87 $361 - $382	-8 Reduced 0.03%	26,902 $1.28 Million
Q2 2024 Aug 06, 2024	BUY	$44.66 - $45.99 $52,341 - $53,900	1,172 Added 4.55%	26,910 $1.23 Million
Q1 2024 Apr 25, 2024	SELL	$45.44 - $46.67 $727 - $746	-16 Reduced 0.06%	25,738 $1.18 Million
Q4 2023 Feb 06, 2024	BUY	$43.09 - $46.83 $1.11 Million - $1.21 Million	25,754 New	25,754 $1.2 Million

Others Institutions Holding SCHZ

# of Institutions

704

Shares Held

174M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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