Wealthgarden F.S. LLC Schwab Us Aggregate Bond ETF Transaction History

Wealthgarden F.S. LLC

  • $104 Billion
  • Q1 2025

A detailed history of Wealthgarden F.S. LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 21,317 shares of SCHZ stock, worth $494,554. This represents 0.47% of its overall portfolio holdings.

Number of Shares
21,317
Previous 22,924 7.01%
Holding current value
$494,554
Previous $520 Million 5.12%
% of portfolio
0.47%
Previous 0.49%

Shares

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

May 02, 2025
SELL
$22.46 - $23.26 $36,093 - $37,378
-1,607 Reduced 7.01%
21,317 $494 Million
Q4 2024

Feb 03, 2025
BUY
$22.63 - $47.53 $347,347 - $729,537
15,349 Added 202.63%
22,924 $520 Million
Q3 2024

Nov 14, 2024
SELL
$45.2 - $47.87 $1.44 Million - $1.52 Million
-31,823 Reduced 80.77%
7,575 $360 Million
Q3 2024

Nov 12, 2024
BUY
$45.2 - $47.87 $1.46 Million - $1.55 Million
32,360 Added 459.79%
39,398 $1.87 Billion
Q2 2024

Aug 07, 2024
BUY
$44.66 - $45.99 $314,317 - $323,677
7,038 New
7,038 $321 Million

Others Institutions Holding SCHZ

# of Institutions
699
Shares Held
172M
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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