Wealth Collab, LLC Schwab Us Aggregate Bond ETF Transaction History

Wealth Collab, LLC

  • $162 Billion
  • Q1 2025

A detailed history of Wealth Collab, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Collab, LLC holds 18,047 shares of SCHZ stock, worth $414,359. This represents 0.26% of its overall portfolio holdings.

Number of Shares
18,047
Previous 19,500 7.45%
Holding current value
$414,359
Previous $443 Million 5.58%
% of portfolio
0.26%
Previous 0.28%

Shares

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

May 14, 2025
SELL
$22.46 - $23.26 $32,634 - $33,796
-1,453 Reduced 7.45%
18,047 $418 Million
Q4 2024

Feb 14, 2025
BUY
$22.63 - $47.53 $207,720 - $436,277
9,179 Added 88.94%
19,500 $443 Million
Q4 2023

Apr 03, 2024
BUY
$43.09 - $46.83 $444,731 - $483,332
10,321 New
10,321 $481 Million

Others Institutions Holding SCHZ

# of Institutions
704
Shares Held
174M
Call Options Held
1.7K
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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