Wealth Trak Capital Management LLC Schwab Us Aggregate Bond ETF Transaction History

Wealth Trak Capital Management LLC

  • $116 Billion
  • Q1 2025

A detailed history of Wealth Trak Capital Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 40,165 shares of SCHZ stock, worth $931,828. This represents 0.8% of its overall portfolio holdings.

Number of Shares
40,165
Previous 38,963 3.08%
Holding current value
$931,828
Previous $884 Million 5.17%
% of portfolio
0.8%
Previous 0.75%

Shares

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

May 15, 2025
BUY
$22.46 - $23.26 $26,996 - $27,958
1,202 Added 3.08%
40,165 $930 Million
Q4 2024

Feb 12, 2025
BUY
$22.63 - $47.53 $881,732 - $1.85 Million
38,963 New
38,963 $884 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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